Benefits Account Executive - Insurance Sales Producer - New Berlin, WI

As a Marsh & McLennan Agency Sales Executive,you'll get personal and professional development, a driven and entrepreneurial team-oriented environment, and leaders at all levels who are committed to maintaining our industry leadership. Discover how much more is possible as you grow or advance your career.

Marsh & McLennan Agency LLC Company is a risk prevention organization dedicated to providing measurable results for our clients. More than just insurance brokers, we believe that a business culture that supports a healthy, safe work environment does so by offering the right benefits, programs, policies and opportunities to keep employees engaged and productive.

With a focus on growing the business,we are looking for motivated, experienced sales professionals to join our growing team focusing on the following areas: Employee Benefits Sales Executives and Commercial Property & Casualty Sales Executives. Both roles will work closely with agency teams to provide quality, consultative services for our clients. In this role you will reap the benefits of a salary plus commission arrangement and the ability to earn renewal commission, unlimited earning potential and annual leadership award recognition summit.

Job Summary:

Provide consulting services and advise clients in matters relating to their risk mitigation needs such as current market trends and short/long term planning to meet client goals and/or objectives. Manage the retention of assigned accounts and achieve new business goals as set forth by individual and agency plans.

Essential Functions:

New Business Development

  • Define an industry focus (major/minor) supporting the growth areas of the office.
  • Identify through personal research prospects that meet the agency's ideal client profile.
  • Set appointments and personally meets with prospects and clients, conducts in depth dialogue and develops a positive business relationship built on mutual trust.
  • Engage and stay current on the appropriate industry group, utilizing MMA resources, to offer "best in Partnership" resources for each prospect.
  • Partner across the firm to utilize appropriate resources for initial and ongoing prospect sales meetings and proposals.
  • Identify key decision makers, clients or prospects risks needs and determines the services, products, and combinations that will best serve and address the client/prospect's issues and objectives.
  • Gather internal and external information including: industry risk profile, benchmarking, client strategic goals and objectives, market conditions report, total cost of risk, and current services
  • Keep up to date on prospects' current issues, researches new information on prospects.

Client Service / Retention
  • Support sales efforts by adhering to department operations and providing timely and accurate prospects data to track and monitor activities for management reporting and sales forecasts.
  • Ensure timeframes and deliverables are met in the sales process; and ensure that post-sales teams provide quality service to all assigned clients.
  • Transition new accounts to the client team seamlessly.
  • Communicate and collaborate with team members to ensure follow-up service to clients and client satisfaction.
  • Maintain a concern for timeliness and completeness when interacting with clients, agency and company personnel to minimize potentials for error or omission claims.
  • Assist service team during complex client and/or account issues.

Additional Responsibilities Necessary to Successfully Complete Role
  • Read, practice and live the Code of Conduct for the agency. Be a participant in maintaining a strong work environment and culture for all team members.
  • Act as a visible leader and build brand of the agency. Actively participate in industry associations, organizations, boards and charities, as appropriate.
  • Develop and maintain effective network within the business community and industry.
  • Any other duties that may be assigned.


The following qualifications are desired:
  • Ability to effectively communicate both verbally and in writing.
  • Demonstrated skills and ability to deal with a variety of people and personalities.
  • Maintain a positive work atmosphere by acting and communicating in a manner that instills good working relationships with customers, clients, co-workers and management.
  • Computer proficiency with systems and programs (i.e. Microsoft products).
  • Establishes priorities and organizes time efficiently to ensure meeting or exceeding deadlines.
  • High level of organizational ability.
  • Ability to attend after hour events for community integration and presence.
  • Minimum of 3 years b2b solution selling experience.

Education Requirements: Must have insurance license as required by area of focus (Life & Health or Property & Casualty) or be able to obtain the license within 90 days of employment. Must have attained or achieve an insurance designation within 3 years of hire (CIC, CPCU, CLU, CHFC, RHU, CFP, etc.).

Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.

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