Jobs with Marshall & Sterling Inc
(Found 16 Jobs)
Sales Executive
Marshall & Sterling Inc
Description: Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products availablethrough the agency. Capable of aggressively pursuing and closing sa...
Sep 24, 2024
Scotia, NY
Account Manager
Marshall & Sterling Inc
Description:Manage independently designated accounts and/or Sales Executive's book of business by providing, with a positive attitude, a high level of support in obtaining, maintaining, expanding, and...
Sep 24, 2024
Scotia, NY
Assistant Financial Services Rep
Marshall & Sterling Inc
Description:Provide a wide variety of administrative and financial duties and support for staff members in the department.MAJOR RESPONSIBILITIESSupply ordering, distribution and inventory.Processing o...
Sep 24, 2024
Poughkeepsie, NY
Front Desk Coordinator
Marshall & Sterling Inc
Description:The Front Desk Coordinator will answer phone calls and greet visitors professionally with a positive, polite manner and direct to the correct recipients.Answer incoming calls within three...
Sep 24, 2024
Poughkeepsie, NY
Network Engineer
Marshall & Sterling Inc
Description:Respond to inquiries and requests for assistance via phone and email regarding Microsoft Office, Vertafore and other third party software and web sites. Document technical service requests...
Sep 24, 2024
Poughkeepsie, NY
Sales Executive
Scotia, NY
Sep 24, 2024
fulltime

Description:

Sales oriented position requiring advanced communication skills and a thorough knowledge of insurance products available
through the agency. Capable of aggressively pursuing and closing sales of new and existing commercial lines accounts and
retaining book of commercial lines business. Value oriented selling process. Commission based compensation.

  • Achieve minimum sales and other objectives as agreed upon.
  • New business growth adequate to maintain and grow overall account.
  • Develop and maintain pipeline of prospects which will allow for achievement of sales and retention goals.
  • Develop value proposition which encompasses personal skills and tools provided by Marshall+Sterling.
  • Collect detailed risk and underwriting information.
  • Develop and deliver formal proposals of insurance utilizing Marshall+Sterling's online system.
  • Follow renewal workflows to ensure retention of accounts.
  • Perform risk analysis and risk mitigation.
  • Refer clients and prospects to other divisions of Marshall & Sterling.
  • Delegate client service needs appropriately.
  • Establish and follow through on risk analysis and risk mitigation along with service timelines on appropriate
    accounts.
  • Attend all sales meetings as required.
  • Collect premiums per established agency procedures.
  • Follow agency E&O and workflow procedures to document activities and prevent errors and omissions losses.
  • Effectively use the marketing, loss control and claims handling resources of the Agency to maximize the service
    provided to the client.
  • Promote agency and insurance industry in the community.
  • Obtain required continuing education credits.
  • Maintain professional accreditation necessary to meet agency standards.
  • Participate in continuing education programs when available.
  • Build and maintain a favorable and professional work relationship with other staff members.
  • Adhere to established employee manual policies and guidelines.
  • Promptly report all E&O claims and potential E&O claims.
  • Maintain confidentiality in all aspects of client, staff, and agency information.
  • Perform other duties and projects as assigned.

Requirements:
  • College degree preferred, high school diploma or equivalent required.
  • Proven ability to pursue and close sales.
  • Knowledge of insurance products.
  • Appropriate state insurance licenses and continuing education required.
  • Works effectively and relates well with others including superiors, colleagues and individuals inside and outside the
    company in a professional manner.
  • Experience and knowledge of Microsoft Office Programs.
  • Experience with Vertafore a plus.
  • Valid driver's license and acceptable driving record.
  • Ability to communicate with and work with diverse types of individuals and groups.
  • High level of organizational ability with attention to details.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.


Annual salary range $100,000-$250,000 negotiable and based on commission.


The specific salary offered may be influenced by a variety of factors including but not limited to the candidate's relevant experience, education, and work location




Compensation details: 100000-250000 Yearly Salary





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Sales Executive
Marshall & Sterling Inc
Scotia, NY
Sep 24, 2024
fulltime
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