Careers

Application Developer

MarshBerry is seeking an Application Developer in our Beachwood, OH office. The Application Developer is responsible for architecting, creating, maintaining, and supporting internally developed applications and services. Collaborates with users and teams to identify application issues and develop solutions. Maintains integrity of data related to all applications in use. Creates reports from both internally developed applications and 3rd party application to help our team make more informed decisions.

The main responsibilities will include:

• Translate abstract solution designs into working code with oversite from business contact and other team members; while applying best practice knowledge in solution development.
• Performs unit and integration testing.
• Create, maintain, and update documentation of project code and technical processes.
• Follow best practices in migration of solutions from development to production environment.
• Assist in training and support of end-users on developed applications and other MarshBerry systems.
• Collaborate with other users and teams in the development of solutions, including requirement gathering/evaluation.
• Grow knowledge and be aware of best practices and market trends while consistently providing input on how to improve internal efficiencies.
• Special projects and tasks as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Computer Science, Information Systems, or a related field is required.
• 4+ years of professional experience in Windows application development with work experience that demonstrates exceptional design, coding, testing, and debugging skills.
• Proficient in C#, JavaScript, HTML, SQL, and Visual Studio. Experience with Microsoft Power BI is a plus.
• Prior experience with developing, deploying, and maintaining web-based applications built on Microsoft Azure services.
• Prior experience with DevExpress Platform and the Entity Framework is preferred.
• Proven experience taking complex solutions from concept to completion.
• Demonstrated ability to decipher complex code and make robust updates to pre-existing applications.
• Able to quickly grasp both business and technical concepts and solve difficult technical problems on your own by leveraging the resources available.
• Driven to learn and stay current in an ever-changing technical landscape.
• Ability to speak and write with ease, clarity, and impact while using a communication style applicable to the subject and audience.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Client Development Internship

MarshBerry is seeking an Intern for our Client Development Team in our Plano, TX office. The primary responsibilities will include assisting with collecting, entering and preparing new client data to be utilized by consultants. The position will be involved with the improvement and expansion of our CRM as well as innovative sales techniques. The Intern will also help provide administrative support duties including, but not limited to, making travel arrangements, calendar management, completing expense reports, answering phone calls and email, assisting with meeting preparation and scheduling.

The basic responsibilities and learning exposure will include:

• Research prospective clients and collect information to update CRM and prospecting lists.
• Entering data into our CRM.
• Analyzing prospective client and industry data and developing questions based on the information.
• Periodically performing ad hoc queries of client and industry data.
• Assist with updating PowerPoint presentations, training content and marketing materials
• Additional projects and tasks as assigned.

Qualifications we are seeking in our Intern:

• Candidates pursuing a Bachelor’s Degree in Business Management or Administration.
• Students at the junior and senior level are preferred.
• Proficiency in Microsoft Excel and other software programs.
• Strong communication and analytical skills.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Acquisition Search Consultant

MarshBerry is currently seeking an Acquisition Search Consultant for our Plano, TX office. The Acquisition Search Consultant will work nationally, follow MarshBerry’s proven sales process, and identify potential new clients, build relationships, and position MarshBerry as a trusted advisor.

We are seeking a sales professional with a proven track record and desire to sell to c-suite executives and business owners.

The main responsibilities include:

• Follow the MarshBerry Sales Process.
• Proactive prospecting through new phone conversations.
• Develop intelligence on prospects in order to recognize opportunities and help position MarshBerry as a strategic partner.
• Establishes and maintains positive and mutually profitable client relationships.
• Stays abreast of industry trends and changes.
• Any other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s Degree in Business, Finance, Marketing, Communications or related degrees. Advanced degrees or professional designations are a plus.
• One to three plus years’ experience in sales, financial services, consulting or insurance.
• Formal sales training is strongly preferred such as, Sandler, Wilson Learning, IMPAX or equivalent.
• Proficient with technology; Microsoft Word, Excel, Power Point Microsoft Dynamics CRM or similar CRM.
• Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Outstanding customer service; an enthusiastic professional able to build relationships with co-workers and clients.
• Ability to adjust to changes in priorities and expectations.
• Ability to work flexible and/or extended hours as needed.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Accountant

MarshBerry is currently seeking an Accountant for our Beachwood, OH office. The Accountant provides accounting support for all of MarshBerry’s entities by processing and reviewing accounting transactions to ensure accuracy and compliance of processes and procedures. The account will assist with process improvement initiatives including, but not limited to, enhancements and management of accounting system, stream lining processes while maintaining effectiveness and efficiency, and development of processes and procedures and their ongoing review.

The main responsibilities include:

• Complete month end closings including, but not limited to, processing transactions, journal entries, account analysis and reconciliations.
• Maintain various monthly schedules to support transactional details for the financials and assist with review of monthly financials.
• Assists with year-end audit.
• Accounts Payable: Maintain vendor files, obtain proper approval for invoices, processing for payment, and annual 1099’s.
• Accounts Receivable: GP sales batches, other miscellaneous invoicing, cash receipts, aging and collections.
• Process state filing requirements and maintain all state files for notices and acknowledgements.
• Make bank deposits, complete monthly bank reconciliations, and assist with managing/monitoring all accounts.
• Maintain Fixed Assets including depreciation schedules, proper recording of new purchases, transfers, disposals, and physical inventories of all locations.
• Oversee American Express and Expense Report transactions.
• Maintain summary and tracking of all files for the MarshBerry aircraft, including entering data into the Advocate Portal for the tax calculations.
• Assist with benefit administration including, but not limited to, auditing benefit bills.
• Oversee all correspondences in the Accounting Outlook inbox.
• Contribute to ongoing enhancements for the accounting software package, collaborating with IT and business units to continuously improve accounting system reporting capabilities.
• Develop and maintain written documentation and procedures for all processes and assist with maintaining the Accounting Compliance calendar.
• Prepare and review business insurance applications.
• Special projects as assigned.

Qualifications we are seeking:

• Bachelor’s degree required in Finance, Accounting or Business Management. CPA is a plus.
• 2-5 years or more of general accounting experience.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access.
• Experience with accounting and finance software packages. Microsoft Great Plains experience.
• Professional presentation and conduct working with internal and external clients.
• Solid analytical skills and proactive problem solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skilfully and able to make appropriate decisions.
• Maintains confidentiality with proprietary information and all internal and external communication.
• Exceptional organizational and time management skills.
• Positive and professional, able to show consideration for and maintain good working relations with co-workers.
• Detail-oriented; pays high degree of attention to all details and accuracy of all tasks performed.
• High ethics; posses’ strong moral and ethical fortitude, prescribing to the values, standards and policies of MarshBerry.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Receptionist

MarshBerry is currently seeking a Receptionist for our Beachwood, OH office.

The Receptionist provides professional administrative support and value-added service to internal and external customers. This position will be responsible for a variety of administrative duties including, but not limited to greeting and assisting MarshBerry guests, phone and email correspondence, meeting coordination, and production support.

The main responsibilities include:

• Greet and assist guests entering the MarshBerry office.
• Answer the main phone line and transfer calls accordingly.
• Receive and distribute mail, FedEx, and UPS daily.
• Maintain common areas of the office including conference rooms and kitchen.
• Monitor office supplies inventory and order supplies as needed.
• Provide support to Human Resources team by scheduling interviews, meeting coordination, calendar management and assisting with aspects of the new hire onboarding process.
• Communicate effectively to both internal and external customers through written correspondence, email and phone.
• Assist with meeting coordination by reserving conference rooms, ordering catering, meeting setup and cleanup.
• Provide production support by printing, binding, collating and mailing of MarshBerry reports, documents, literature and various other such materials.
• Provide support as needed with preparing various client ready reports, correspondence and presentations resulting in error free documents, travel arrangements, and expense reports.
• Special assignments or projects as assigned.

Qualifications we are seeking:

• High School diploma required, college degree helpful (A.A, + degree or equivalent).
• Certification or advanced administrative training preferred.
• Minimum of one to three years of administrative support experience. Experience within the financial or professional services industries is a plus.
• Proficient with technology. Advanced knowledge of Microsoft Office especially Excel and Power Point is strongly preferred.
• Strong written and verbal communication skills.
• Ability to lift up to 25 pounds.
• Exceptional organization and time management skills.
• Ability to multi-task and complete simultaneous projects with extreme attention to detail according to required timelines.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Director of Research

MarshBerry is currently seeking a Director of Research for our Beachwood, OH office. The Director of Research leads the strategy and execution of research and data analytics initiatives by leveraging MarshBerry’s internal data warehouse and external data sources. Plans and executes data analytics strategy and methodologies for how data and content is collected, analyzed and delivered to clients. The Director of Research identifies and interprets trends in the economy and industry to gain better understanding of the market environment and determine strategies for the future. Collaborates with various business units to gather, analyze and report research findings to support their team’s goals.

The main responsibilities include:

• Leads the strategy and execution of research and data analytics initiatives. Establishes the research strategy and methodologies for how data and content is collected and delivered to clients.
• Identifies, collects and analyses internal and external data sources to make recommendations on MarshBerry’s product and service offerings.
• Identifies and interprets trends in the economy and industry to gain a better understanding of the market environment and determine strategies for the future.
• Serves in a leadership role for the Intellectual Capital team and is responsible for recruiting, onboarding, training, development, setting priorities, coaching and delivering performance feedback.
• Collaborates with Marketing and other teams to execute strategic initiatives assigned to the Research team.
• Through expertise in MarshBerry's internal data stores, as well as industry-specific sources available externally, serve as a primary source of knowledge and research for MarshBerry's internal staff of consultants.
• Sets guidelines for data consistency and analytical methodologies. Establish operating procedures and implement improvements as needed.
• Manages research needs for MarshBerry's monthly publications, research reports and ad hoc white papers.
• Stays abreast of industry and economic trends changes incorporating "proven practices" in the development of services, quality standards, policies, and programs.
• Reviews recommended product improvements and prioritize product enhancement implementation.
• Completes projects in desired timeframe utilizing prioritization skills to keep multiple projects progressing on target.
• Special projects and other tasks as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Economics, Business, Accounting, Finance, Statistics or Mathematics.
• 7-10+ years of research and analyzing data, preferably financial and operational data. A minimum of 5 years of experience in a leadership role.
• Proficient in Microsoft Office Word, Excel, Access and PowerPoint and other software as it applies.
• High level of computer and software competency; proficient with database administration and infrastructure.
• Analytical, proactive problem-solving skills: techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully and maintains confidentiality.
• Strong communication skills. Both written and verbal skills with demonstrated creativity in their work. Excellent spelling, grammar as well as interpersonal communication skills.
• Exceptional organizational skills. Uses systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi task. Able to complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines, along with capacity to work under pressure to create accurate results, demonstrating accuracy and thoroughness and monitors work to ensure quality.
• Self-motivated. Self-starter with ability to prioritize and make appropriate decisions.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Senior Consultant

MarshBerry is currently seeking a Senior Consultant based in either our Beachwood, OH, Grandville, MI, New York, NY or Dana Point, CA office. The Senior Consultant will lead merger and acquisition advisory projects and consulting projects for MarshBerry’s Financial Advisory Team. The Senior Consultant will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Serve as the client facing lead primarily on financial consulting projects and M&A advisory engagements. Lead team and maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Lead both sell-side and buy-side M&A advisory engagements (including financial analysis and models, structuring of deal, negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Train, coach, and provide project direction and mentoring to analysts and other team members.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 8-10 plus years of experience in assurance services, transaction advisory, or financial consulting.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Consultant

MarshBerry is currently seeking a Consultant based in either our Beachwood, OH, Grandville MI, New York, NY or Dana Point, CA office. The Consultant will fulfill merger and acquisition advisory and consulting projects for MarshBerry’s Financial Advisory Team. The Consultant will also be responsible for developing relationships with existing clients and new prospects, identifying opportunities, and selling projects.

The main responsibilities include:

• Serve as the client facing lead primarily on financial consulting projects and M&A advisory engagements.
• Maintain the client relationship to ensure successful project execution on financial consulting and M&A advisory engagements.
• Support team on both sell-side and buy-side M&A advisory engagements (including financial analysis and models, structuring of deal, negotiations, oversight of the day-to-day deal process, and ultimately lead to a successful closing of transaction.
• Research, write, and structure client ready work.
• Conduct quality review of project components, develop timelines and ensure that they are met.
• Identify issues affecting clients/prospects and develop strategies to effectively resolve these issues. Lead team to resolve problems identified and proactively find solutions for clients.
• Publish articles on transaction advisory, diligence, financial consulting, valuation, and other topics affecting the insurance distribution system.
• Stay abreast of industry trends and changes, incorporating best practices in the development of services, deliverables, quality standards, policies, and programs.
• Other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s degree in Finance or Accounting, Master’s degree preferred.
• Additional professional designations, certifications or licenses are a plus, such as, CPA, CVA, ASA, CFA, and FINRA licenses.
• 5-7 plus years of experience in assurance services, transaction advisory, or financial consulting.
• Experience consulting and advising clients on operational, financial, and strategic issues.
• Experience developing and delivering effective presentations to small and large audiences. Strong written communication skills are also required.
• Demonstrated business acumen; ability to quickly grasp new business concepts and issues.
• Ability to develop relationships with clients and prospective clients.
• Proficient with technology; including Microsoft Word, Excel and Power Point.
• Analytical, with proactive problem-solving skills: Capability to identify and resolve issues in a timely manner.
• Organized with strong attention to detail while being able to successfully manage multiple engagements.
• Ability to travel approximately 25-40% of the time.
• Ability to work flexible and/or extended hours as needed.
• This position will also require passing of required licensing exams to become a registered representative of our affiliated broker dealer within a short time period after hire.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. MarshBerry offers merger and acquisition advisory services through its affiliated FINRA-registered Broker-Dealer, MarshBerry Capital, Inc. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.

Financial Analyst

MarshBerry is currently seeking a Financial Analyst based in either our Beachwood, OH, Grandville, MI, New York, NY or Dana Point, CA office. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuations, and consulting projects for MarshBerry’s Financial Advisory Team. The Analyst will also be responsible for making recommendations as part of performance improvement initiatives. This position will include direct client involvement, typically via telephone and email with occasional travel.

The main responsibilities include:

• Collaborates as a key member of project teams.
• Performs business valuations of privately held companies through detailed analysis of client’s business and financial records.
• Supports team members in projects through fact finding, data gathering, analysis, report writing, and value determination.
• Develops client relationships by maintaining positive rapport with clients during projects. May also involve participation in MarshBerry’s Networks and related client relationship responsibilities.
• Generates new business through reactive methods to introduce our products and services.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with “proven practices” industry standards.
• Responsible for researching, compiling and analyzing various metrics these may include statistics needed for valuation reports, and/or research needed for articles and presentations.
• Completes projects in desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
• Any other special projects, tasks or duties as assigned.

Qualifications we are seeking:

• Bachelor’s Degree in Business, Finance or Accounting. Master’s Degree is a plus.
• Minimum of one to three years of previous experience in financial services, insurance or consulting.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar
• database.
• Strong analytical and problem solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work.
• Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Ability to work extended hours as needed. Some travel will be required.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) was founded in 1981 to provide consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. MarshBerry’s services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are primarily a domestic company with clients throughout all 50 states and have been the leading advisor for insurance broker merger and acquisition deals each year for more than a decade. We are recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals. Our team of talented and driven employees has made us the successful, growing company we are today. MarshBerry strives to provide an environment where employees can learn, improve and realize their career goals. We offer our employee’s competitive benefits, new challenges, learning experiences and ownership opportunities.

To learn more about MarshBerry, visit www.marshberry.com.