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)