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Personal Private Client Sales Advisor (MMA; Bouchard Region)

Location: Tampa, Florida, United States

Secondary Locations: Sarasota,Florida,United States;

Company: Marsh & McLennan Agency

Job ID R_085738-en

In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world’s leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA.

We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business.

Bouchard MMA is looking for a Private Client Sales Executive who will sell new business accounts in keeping with agency and individual goals. Identifies and solicits high profile sales prospects from the agency’s Commercial & Benefits departments, external networking sources and personal contacts. The primary responsibility is outside sales targeting VIP clients.

A DAY IN THE LIFE OF A PRIVATE CLIENT SALES EXECUTIVE:

  • Develop new business sales to meet or exceed production goals.
  • Follow up on all referrals and expiration dates.
  • Qualify insurance prospects for insurability and quality of risk.
  • Gather all information necessary to underwrite and quote each risk.
  • Review and expand coverages to existing accounts.
  • Maintain a current level of knowledge on forms and coverages for all carrier partners.
  • Participate in sales meetings and seminars for skill and knowledge development.
  • Keep abreast of selling trends and techniques using agency-selling aids to help maintain a competitive status for the agency within the industry.
  • Work closely with the Account Manager to formulate a complete submission and establish a solid relationship with each client.
  • Communicate to all involved parties in a timely, accurate, and professional manner.

THE IDEAL CANDIDATE WILL HAVE:

  • Current Florida 2-20 or 20-44 License
  • College degree desirable; Three years experience in Personal Lines Sales; or equivalent combination of education and experience.
  • Possess skills necessary to communicate with clients, carriers and prospects concerning Personal Lines coverage.
  • Ability to maintain a professional manner at all times.
  • Intermediate knowledge of Microsoft Outlook, Excel and Word. 
  • Knowledge of Sagitta Agency Management System, or willingness to learn.
  • Career development includes obtaining professional insurance designations.
  • Ability to work as part of a team

WHY YOU’LL LOVE BOUCHARD:

  • Personal growth
  • Amazing clients and coworkers
  • Comprehensive benefits
  • Focus on community service
  • Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at www.bouchardinsurance.com

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