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Posted August 24, 2026

Business Associate Sales Executive

Marshall and Sterling Inc
Poughkeepsie, New York 12601, United States Full-Time
85000.00 - 120000.00
Reference: 3160099897

Marshall & Sterling Inc is seeking a Business Associate Sales Executive to drive commercial lines growth for business and public-entity clients. You will prospect and qualify leads, assess risk and coverage needs, prepare proposals, and close new and renewal business. Partner with account managers and risk advisors to deliver tailored insurance and benefits solutions, ensuring high client satisfaction. This role offers training, mentorship, and advancement within a collaborative, client-focused culture committed to community involvement and long-term relationships.

Responsibilities

  • Prospect, qualify, and develop new commercial lines clients in assigned markets
  • Conduct discovery to understand client risk profiles and coverage needs
  • Prepare and present tailored insurance proposals and renewal strategies
  • Collaborate with account managers and risk advisors to service accounts
  • Manage a sales pipeline using CRM tools to meet or exceed revenue goals
  • Negotiate terms with carriers and clients within company guidelines
  • Ensure compliance with insurance regulations and internal standards
  • Participate in community and networking events to build brand presence
  • Maintain strong client relationships to drive retention and cross-sell opportunities

Required Skills

  • Commercial insurance sales
  • Prospecting & lead generation
  • Client relationship management
  • Risk assessment & coverage analysis
  • Insurance proposals & presentations
  • Negotiation & closing
  • CRM and sales pipeline management
  • Property & casualty insurance knowledge
  • Regulatory and compliance awareness
  • Microsoft Office and productivity tools

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