
51 - 200 funcionários
💼 Consultoria
🛡️ Seguros
🏦 Bancário
💰 Private equity em 2022-02
Consulting • Insurance • Banking
A MarshBerry é uma firma global de banco de investimento e consultoria especializada em assessoria de fusões e aquisições, mercados de capitais e consultoria estratégica para agências de seguros, empresas de gestão de patrimônio e outras organizações de serviços financeiros. A empresa oferece assessoria e execução de transações, avaliações, inteligência de mercado, benchmarking de desempenho, busca e desenvolvimento de talentos e habilitação tecnológica para ajudar os clientes a crescer, otimizar operações e orientar transições de propriedade.
🕒 2 dias atrás
🗣️🇺🇸🇬🇧 Inglês obrigatório
Melhore suas chances de conseguir uma entrevista verificando sua pontuação de currículo antes de se candidatar.

51 - 200 funcionários
💼 Consultoria
🛡️ Seguros
🏦 Bancário
💰 Private equity em 2022-02
Consulting • Insurance • Banking
A MarshBerry é uma firma global de banco de investimento e consultoria especializada em assessoria de fusões e aquisições, mercados de capitais e consultoria estratégica para agências de seguros, empresas de gestão de patrimônio e outras organizações de serviços financeiros. A empresa oferece assessoria e execução de transações, avaliações, inteligência de mercado, benchmarking de desempenho, busca e desenvolvimento de talentos e habilitação tecnológica para ajudar os clientes a crescer, otimizar operações e orientar transições de propriedade.
• Develop new business within the Midwest region • Collaborate with the Regional Vice President and Senior Vice President to identify and recruit new member agents • Drive profitable growth within the assigned territory • Increase aggregated premium and maximize territory revenue • Develop and maintain relationships with agents and carrier underwriting contacts • Use Salesforce to plan, log, and execute sales strategies • Engage partners to support member agents with IT, marketing, and educational opportunities • Lead strategic planning for member agents in the assigned territory • Report sales data and activities weekly to the Senior Vice President • Complete new agent onboarding • Retain and service existing agents • Educate members about First Choice partner and vendor discounts • Monitor industry trends and incorporate proven practices into processes, services, and quality standards • Support MarshBerry and individual branding through MarshBerry and industry presentations • Complete other projects, tasks, or duties assigned by Management
• Bachelor's degree in Business Management, Finance, or related field • P&C license required • 7–10+ years of sales experience, including a minimum of 5+ years within the insurance industry • Strong relationships with agency owners within the territory • In-depth knowledge of insurance plans and carriers • Proficiency with CRM systems, Power BI, Word, Excel, and PowerPoint • Demonstrated leadership skills • Strong written and verbal communication skills • Ability to travel 30–40% of the time, including overnight and weekend travel • Ability to work flexible and/or extended hours as needed • MBA or master’s degree preferred • Professional designations or insurance certifications such as RPLU, CIC, ARE, or CPCU are a plus • Salesforce experience is a plus • Experience presenting and writing content for publication is a plus
• Competitive benefits • Hybrid work schedules • Learning experiences • Opportunities for growth • Diversity, Equity, and Inclusion environment
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