Small Business Sales Executive

    • Fort Myers, FL

Bouchard Insurance, a region of Marsh and McLennan Agency, is consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

The Select Sales Executive sells new business and renews clients in keeping with agency and individual goals, providing service in support of sales duties and building relationships with clients. Responsibilities include identifying and soliciting sales prospects from various sources/referrals. Additionally, this position will advise clientsand prospects on coverage needs specific to their business needs. This role carries the agency's reputation and professional manner of conducting business into dealings with clients, agency personnel and companies represented.


  • Identifyand attain new clients to the agency through marketing, networking,and prospecting
  • Advise prospects on necessary coverage needed for their business and work to obtain the coverage
  • Pre-qualify insurance prospects for insurability and fit with the new business guidelines
  • Obtain underwriting information necessary to quote
  • Completeand customize of proposals as dictated by client needs
  • Monitor placement of new business within standard and E&S carriers
  • Review and place new business in service centers when it meets the filter
  • Assist the service team in client retention
  • Develop a relationship the service team membersand assigned account managers
  • Provide market direction and updates to Account Manager
  • Work with the account manager to assist them with renewals and solidifying client relationships
  • Inter-department contact for marketing questions
  • Responsible for account rounding (both at new business and renewal)
  • Maintain a current working knowledge of all company change procedures and communicate to members of the team
  • Positively accept any other duties as assigned by management
  • Accurately document information within agency management system
  • Complete applications & billing screens in Sagitta
  • Attach all necessary paperworkand correspondence in document management system
  • Obtain signatures and collect premium on new business accounts
  • Obtain all necessary waivers from client andattach all completed documents in document management system

  • Currently 220 Licensed
  • Career development includes obtaining professional insurance designation(s)
  • Sales oriented, productive in high volume, fast-paced, multi-tasked environment
  • Able to proactivelyidentify and pursue niche market business
  • Strong communication and negotiation skills under stressful situations
  • Strong team member who proactively assists all other members of this team
  • Ability to maintain a professional manner at all times
  • Able to organize time and prioritize work load.

Back to top