Sales Executive (Poughkeepsie)
Company: Marshall & Sterling Inc
Location: Poughkeepsie
Posted on: March 7, 2026
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Job Description:
Description: Sales oriented position requiring advanced
communication skills and a thorough knowledge of insurance products
available through the agency. Capable of aggressively pursuing and
closing sales of new and existing commercial lines accounts and
retaining book of commercial lines business. Value oriented selling
process. Commission based compensation. This position is based out
of Marshall & Sterling's Poughkeepsie Group Benefits Office. MAJOR
RESPONSIBILITIES - Achieve minimum sales and other objectives as
agreed upon. - New business growth adequate to maintain and grow
overall account. - Develop and maintain pipeline of prospects which
will allow for achievement of sales and retention goals. - Develop
value proposition which encompasses personal skills and tools
provided by Marshall & Sterling. - Collect detailed risk and
underwriting information. - Develop and deliver formal proposals of
insurance utilizing Marshall & Sterling's online system. - Follow
renewal workflows to ensure retention of accounts. - Refer clients
and prospects to other divisions of Marshall & Sterling. - Delegate
client service needs appropriately. - Establish and follow through
on appropriate service timelines on appropriate accounts. - Attend
all sales meetings as required. - Collect premiums per established
agency procedures. - Follow agency E&O and workflow procedures
to document activities and prevent errors and omissions losses. -
Effectively use the marketing, loss control and claims handling
resources of the Agency to maximize the service provided to the
client. - Promote agency and insurance industry in the community. -
Obtain required continuing education credits. - Maintain
professional accreditation necessary to meet agency standards. -
Participate in continuing education programs when available. -
Build and maintain a favorable and professional work relationship
with other staff members. - Adhere to established employee manual
policies and guidelines. - Promptly report all E&O claims and
potential E&O claims. - Maintain confidentiality in all aspects
of client, staff and agency information. - Perform other duties and
projects as assigned. Requirements: - College degree preferred,
high school diploma or equivalent required. - Proven ability to
pursue and close sales. - Knowledge of insurance products. -
Appropriate state insurance licenses and continuing education
required. - Works effectively and relates well with others
including superiors, colleagues and individuals inside and outside
the company in a professional manner. - Experience and knowledge of
Microsoft Office Programs. - Experience with Vertafore a plus. -
Valid driver's license and acceptable driving record. - Ability to
communicate with and work with diverse types of individuals and
groups. - High level of organizational ability with attention to
detail. All qualified applicants will receive consideration for
employment without regard to race, color, religion, sex, sexual
orientation, gender identity, national origin, disability or
protected veteran status. The annual salary range is
$100,000-$250,000 negotiable and based on commission. The specific
salary offered may be influenced by a variety of factors including
but not limited to the candidate's relevant experience, education,
and work location. Compensation details: 100000-250000 Yearly
Salary PI33ea83b42d49-38003-34850709
Keywords: Marshall & Sterling Inc, New Haven , Sales Executive (Poughkeepsie), Sales , Poughkeepsie, Connecticut
