Marshall+Sterling is a 100% employee-owned company focused on helping clients manage risk through tailored insurance solutions. The Associate Sales Executive role involves building client relationships, developing a pipeline of new business, and collaborating with internal teams to drive sales across Personal and Commercial Lines.
Responsibilities
- Build and maintain strong client relationships to drive trust, retention, and referrals
- Prospect, follow up on leads, and develop a consistent pipeline of new business
- Assess client needs and recommend appropriate insurance solutions and risk strategies
- Prepare quotes, proposals, and presentations using agency and carrier tools
- Meet or exceed sales goals and contribute to overall business growth
- Collaborate with internal teams and refer opportunities across divisions
- Maintain accurate documentation and follow agency workflows and compliance standards
Skills
- High school diploma required; college degree preferred
- Ability to generate, pursue, and close sales opportunities
- Active Property & Casualty license (or ability to obtain within 6 months)
- Strong communication, relationship-building, and organizational skills
- Proficiency in Microsoft Office; experience with Vertafore is a plus
- Valid driver's license with acceptable driving record
Benefits
- Comprehensive package including Medical, Dental, Vision, 401(k) with match, Generous Paid Time Off (PTO), thirteen paid holidays, company-paid life insurance for you and your dependents, employee assistance fund and programs, wellness perks, and more!
- Employee Stock Ownership Program
Company Overview
Marshall+Sterling helps you protect what you’ve built, and what comes next—through a legacy of expertise, personalized risk solutions, and a dedicated team—securing you with the confidence to succeed. It was founded in 1864, and is headquartered in Poughkeepsie, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.marshallsterling.com/.