
51 - 200 employees
💼 Consulting
🛡️ Insurance
🏦 Banking
💰 Private equity on 2022-02
Consulting • Insurance • Banking
MarshBerry is a global investment banking and consulting firm that specializes in M&A advisory, capital markets, and strategic consulting for insurance agencies, wealth management firms, and other financial services organizations. The company provides transaction advisory and execution, valuations, market intelligence, performance benchmarking, talent search and development, and technology enablement to help clients grow, optimize operations, and navigate ownership transitions.
🔥 12 hours ago
🌽 Illinois, Kentucky, +7 more states – Remote
⏰ Full Time
🔴 Lead
💰 Business Development (BDR)
👻 Ghost score 12%
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51 - 200 employees
💼 Consulting
🛡️ Insurance
🏦 Banking
💰 Private equity on 2022-02
Consulting • Insurance • Banking
MarshBerry is a global investment banking and consulting firm that specializes in M&A advisory, capital markets, and strategic consulting for insurance agencies, wealth management firms, and other financial services organizations. The company provides transaction advisory and execution, valuations, market intelligence, performance benchmarking, talent search and development, and technology enablement to help clients grow, optimize operations, and navigate ownership transitions.
• Develop and execute a comprehensive business plan and development strategy for the assigned region • Recruit, prospect, and develop relationships with independent insurance agencies • Serve as the region’s primary new-business development leader • Expand FirstChoice membership by recruiting quality independent agencies • Grow regional membership, revenue, and aggregated premium volume • Assist with developing carrier and strategic partnerships • Maintain a strong Salesforce pipeline of prospective members • Generate opportunities through direct prospecting, email campaigns, referrals, carrier and strategic partner relationships, industry events, and conferences • Serve as the first point of contact for FirstChoice web lead inquiries in the region • Build relationships with agency owners and key industry stakeholders • Partner with the Regional Vice President and Regional Relationship Directors on coordinated team-selling, approval, and onboarding • Transition relationships to the appropriate Regional Relationship Director • Build understanding of the regional insurance marketplace, agency dynamics, carrier appetites, competitive networks, and aggregators • Collaborate with carrier representatives and strategic partners to identify growth opportunities and generate referrals • Use Salesforce to plan, log, and execute sales strategies • Attend conferences, association meetings, and industry events to build brand awareness and develop relationships • Report sales data and activities weekly to the Regional Vice President • Attend monthly meetings with other regional Business Development Directors • Monitor industry trends and incorporate proven practices into processes, services, and quality standards • Support MarshBerry and individual branding through LinkedIn and presentations • Complete other projects and duties assigned by management
• Bachelor's degree in Business Management, Risk Management, Finance, Marketing, Sales or another related field • 7-10+ years of sales experience • Minimum of 5 years within the insurance industry • Proficient with CRM, PowerBI, Word, Excel, and PowerPoint • Salesforce experience is a plus • Demonstrated success growing a geographic territory through consultative sales, territory management, strategic planning, relationship management, recruiting, and business development • Existing relationships within the independent agency and carrier community are strongly preferred • Experience working with associations and carrier partners with an in-depth knowledge of insurance carrier reporting • Strong networking, negotiation, presentation, and communication skills • Ability to develop executive-level relationships and influence decision makers • 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 preferred • Insurance designations or licenses such as P&C license, CIC, or CPCU are a plus
• Competitive benefits • Hybrid work schedules • Learning experiences • Opportunities for growth • New challenges • Equal opportunity employment protections
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