Sales Executive

Marshall and Sterling Inc is seeking a Sales Executive to grow commercial lines accounts in our finance and insurance practice. You will prospect and develop new middle-market clients, assess risk, and recommend tailored property & casualty and related coverages. Responsibilities include managing renewals, preparing proposals, negotiating with carriers, and ensuring excellent client service. You'll collaborate with account managers and specialists, leverage in-house resources, and represent our firm in local business and community networks while building a long-term, advisory sales career.

Responsibilities

• Prospect, qualify, and close new commercial lines accounts in targeted industries and territories.
• Conduct risk assessments and coverage reviews to design tailored insurance programs.
• Prepare quotes, proposals, and presentations for prospects and clients.
• Negotiate terms, pricing, and coverage with carriers and underwriting partners.
• Manage renewals, account rounding, and cross-selling opportunities.
• Maintain accurate records and pipeline data in CRM and agency management systems.
• Collaborate with account managers, claims, and service teams to ensure high-quality client support.
• Participate in networking, community, and industry events to build brand presence.
• Stay current on insurance products, market trends, and regulatory requirements.
• Meet or exceed sales, retention, and profitability targets aligned with agency goals.

Required Skills

• Commercial insurance sales
• Commercial P&C lines knowledge
• Lead generation & prospecting
• CRM software (e.g., Salesforce)
• Insurance underwriting fundamentals
• Risk assessment & analysis
• Proposal writing & presentations
• Carrier & broker negotiations
• Pipeline and forecast management
• MS Office (Excel, PowerPoint, Word)