Sales Executive

Graham Company, a division of Marsh & McLennan Agency, is an insurance brokerage and consulting firm committed to creating a healthy, safe, and prosperous tomorrow.

We value empathy, discipline, integrity, courage, and tenacity - and we are seeking an experienced Sales Professional who shares these values to join our team.

The Sales Executive's primary responsibility is to find, engage and develop relationships with prospective clients and retain quality customers for the Graham division of Marsh & McLennan Agency. In addition, Sales Executives work closely with Account Managers, Consultants, and the service team on the renewal of existing accounts.

JOB FUNCTIONS & RESPONSIBILITIES:

• Develop Quality Accounts: A Sales Executive identifies and engages with prospective clients that align with Graham's client profile and revenue criteria. Sales Executives are responsible for producing minimum annual revenue amounts.
• Prepare Survey and Analysis on New Business : The Sales Executive will use independent discretion and judgment to prepare and present a Survey and Analysis of a prospect’s current insurance policies.
• Market Account in First Year: On new business, the Sales Executive has the responsibility to use independent discretion and judgment for preparing an Underwriting Submission, as well as marketing the account to insurance companies. The Sales Executive is also responsible for preparing and presenting the written proposal to the insured.
• Work with Account Managers throughout Renewal Process: The Sales Executive should work with Account Managers to be sure that accounts are satisfactorily managed through the annual policy period and are being renewed properly and that the broadest coverage is obtained for the insured at a reasonable premium. The Sales Executive should spot-check the Account Manager’s renewals, letters, billings, etc. to be sure his/her accounts are being serviced in a thorough and timely manner. The Sales Executive is also responsible for supporting the Account Manager to develop a close working relationship with his/her accounts. The Sales Executive works closely with the Account Managers to bond the Account Manager to the account.
• Assist in Claims Advocacy Process: The Claims Services Department handles the majority of claims situations. However, in unusual or sensitive claim situations where the Claims
• Services Department requests the assistance of the Sales Executive, the Sales Executive should work with the insured and/or the insurance carrier. Producer also assists in evaluating trends and identifying ways loss performance can improve.
• Collection of Premiums: The Sales Executive has the ultimate responsibility for the collection of premiums on an account.
• The Graham Company may request the Sales Executive’s services in connection with assignments not directly related to the job of the Sales Executive. Such occasional assignments (e.g., acting as an insurance company liaison) are construed to be for the general good of the agency.
• Pursue a program for personal and professional development and maintain appropriate state licenses.
• Attend meetings relating to your position.

JOB SPECIFICATIONS:

• College degree preferred.
• Five (5) or more years of business experience; knowledge of the technical operations of an insurance agency preferred.
• Demonstrated sales skills.
• Ability to exercise independent discretion and judgment.
• Excellent management skills and ability to deal with people.
• High level of organizational ability.
• High degree of self-discipline and motivation.
• High degree of intelligence with excellent verbal and written communication skills, as well as math skills.
• Ability to manage an Assistant.
• Holds required and appropriate insurance agent’s license.
• Maintain a valid Driver’s License or alternate efficient and effective means to visit clients/prospects.
• Professional demeanor.
• Proficient in Graham standard computer applications.
• Regular and predictable attendance in accordance with the limitations and reporting procedures established by The Graham Company from time to time.
• Employees are required to be fit-for-duty which includes not being under the influence of drugs and/or alcohol. This includes any drugs that might impact an employee’s ability to safely perform their job.

The applicable base salary range for this role is $105,000 to $175,000. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting [email protected]

#MMAE

#LI-Hybrid