Associate Sales Consultant

The MJ Companies
Carmel, IN
On-siteCareer-pivot friendly

Who this role is best for

A natural match if you have experience in property and casualty insurance and a background in client consulting.

Best fit for

  • Candidates with a background in insurance consulting and strong client engagement experience
    — “develop consultative relationships with key client stakeholders”
  • Individuals who thrive in collaborative environments and can manage cross-functional teams
    — “collaborate cross-functionally to drive seamless service delivery”
  • Professionals with a bachelor's degree in business-related disciplines and a passion for insurance solutions
    — “Bachelor's degree in Sales, Business, Finance, Entrepreneurship, Marketing, Risk Management & Insurance, or a related business discipline preferred”

Things to consider

  • This role involves a high level of client interaction and may require travel for industry events.
    — “Represent the organization at industry events, trade association meetings, and carrier forums”
  • The position requires obtaining either a Life and Health License or Property and Casualty License.
    — “Ability to obtain Life and Health License or Property and Casualty License”

How to stand out

  • Highlight your experience in developing tailored insurance solutions for clients.
    — “develop tailored property and casualty solutions”
  • Emphasize your ability to analyze and optimize insurance programs for clients.
    — “identifying areas for optimization and strategic enhancement”
  • Showcase your skills in leading strategic discussions to help clients mitigate risks.
    — “Lead strategic discussions to help clients mitigate risks”
  • Demonstrate your capacity to act as a central point of contact for clients and insurance providers.
    — “a central point of contact between clients and insurance providers”
Pace · SteadyCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • drive new business
  • develop client relationships
  • identify and cultivate new business opportunities
Typical background
Bachelor's degree in Sales, Business, Finance, Entrepreneurship, Marketing, Risk Management & Insurance, or a related business discipline

Skills & requirements

Required

Client Relationship ManagementConsultingPolicy ManagementMarket Development

Preferred

Insurance SolutionsRisk Management

Stack & domain

Property And Casualty SolutionsPolicy ManagementMarket DevelopmentConsultingCommunicationTeamworkLife And Health LicenseProperty And Casualty LicenseInsuranceSales

About the role

Original posting from The MJ Companies via Greenhouse

THE MJ COMPANIES

ASSOCIATE CONSULTANT

ABOUT THE JOB 

The Associate Consultant is responsible for driving new business and developing 

client relationships. This role is designed for individuals with a strong 

entrepreneurial spirit, excellent communication skills, and a passion for providing 

innovative insurance solutions to clients. The Associate Consultant 

will actively engage in learning the industry, developing sales strategies, and 

collaborating with internal teams to deliver comprehensive insurance solutions. 

ESSENTIAL FUNCTIONS 

Consulting & Client Solutions: 

+ Partner with clients to understand their business objectives and develop 

tailored property and casualty solutions. 

+ Conduct in-depth analysis of client property and casualty programs, 

identifying areas for optimization and strategic enhancement. 

+ Provide expert guidance on plan features, coverage options, and 

property and casualty or employee benefits structures, ensuring alignment 

with client goals. 

+ Serve as a trusted advisor by offering insights into industry trends, 

regulatory compliance, and evolving market dynamics. 

Client Relationships & Engagement: 

+ Develop and foster long-term, consultative relationships with key client 

stakeholders. 

+ Lead strategic discussions to help clients mitigate risks and maximize the 

value of their insurance programs.

+ Act as a central point of contact between clients and insurance 

providers, ensuring seamless property and casualty or employee benefits 

administration and claim resolution. 

Policy Management & Renewals: 

+ Guide clients through policy evaluation and renewal processes, offering 

data-driven recommendations. 

+ Oversee policy modifications and enhancements to align with changing 

business needs and industry best practices. 

+ Drive proactive communication with clients to ensure timely execution of 

renewals and continuous program improvement. 

Market Development & Business Growth: 

+ Identify and cultivate new business opportunities through strategic 

networking and relationship-building efforts. 

+ Utilize internal and external market intelligence to provide innovative 

solutions that address client challenges. 

+ Represent the organization at industry events, trade association meetings, 

and carrier forums to expand market presence. 

+ Collaborate cross-functionally to drive seamless service delivery, ensuring 

an exceptional client experience. 

+ Engage with senior team members and mentors to continuously refine 

expertise and advance professional growth. 

EDUCATION 

+ Bachelor's degree in Sales, Business, Finance, Entrepreneurship, Marketing, 

Risk Management & Insurance, or a related business discipline preferred. 

+ Ability to obtain Life and Health License or Property and Casualty License 

Source: The MJ Companies careers (Greenhouse)

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