Marshall+Sterling

Account Executive

• Drive new business growth while maintaining and expanding your book of business
• Proactively build and manage a pipeline of prospects to achieve sales and retention goals
• Craft a compelling value proposition, leveraging your expertise and Marshall+Sterling tools
• Gather and analyze detailed risk and underwriting information to tailor insurance solutions
• Create and present professional, customized insurance proposals using Marshall+Sterling’s advanced online system
• Follow structured renewal workflows to ensure strong client retention and long-term partnerships
• Identify opportunities to refer clients and prospects to other divisions within Marshall+Sterling
• Partner with internal teams and delegate client service tasks for seamless support
• Foster strong, professional relationships with colleagues and contribute to a collaborative environment

Licensed Sales Executive