Careers

Sales Performance Coach

MarshBerry is currently seeking a Sales Performance Coach for our Beachwood, OH or Grandville, MI office. The Sales Performance Coach will focus on coaching and development of salespeople at client’s insurance agencies. The Sales Performance Coach will manage their production force by monitoring new business sales, training producers on a consultative sales process, and coaching those producers through difficult sales situations they encounter.

The main responsibilities include:

• Conduct coaching calls with salespeople at client’s agencies, primarily via phone or video. Review their prospecting activity and strategies, active prospects, and value proposition development. Create action items for each individual salesperson to implement.
• Conduct monthly mentor calls with sales leaders.
• Follow up regularly with each engaged salesperson for updates on their activity and production from the previous call and identify areas for further coaching opportunities.
• Assist sales leaders with business plans and revenue projections.
• Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques.
• Stay abreast of industry trends and technology changes incorporating “best practices” in the development of technology, quality standards, policies and programs. Constantly update presentation content accordingly.
• Develop PowerPoint presentations for Sales Performance clients. Over time the consultant will deliver presentations.
• Publish articles on sales performance topics affecting the insurance distribution system.
• Establish priorities, schedule and manage daily work flow, provide consistent and constructive feedback.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability.
• Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• Any other special projects, tasks or duties as assigned.
• New client project initiation and renewal opportunities with existing clients.

Qualifications we are seeking:

• Bachelor’s Degree in business, Marketing, Communications, or related degrees.
• Insurance license(s) required.
• Three to five years’ experience in insurance.
• Organically developed and or managed an insurance book of business (preferably middle market accounts).
• Formal sales training is strongly preferred such as, PSS, Sandler, Wilson Learning, IMPAX or equivalent.
• Managed a sales team previously is strongly preferred.
• 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.
• Ability to adjust to changes in priorities and expectations.
• Ability to work flexible and/or extended hours as needed.
• Outstanding customer service; an enthusiastic professional able to build relationships with co-workers and clients.
• Must like to work in a fast-paced, professional team environment. Must possess a sense of urgency.
• Ability to travel 25% of the time; includes overnight and weekend travel.

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 performance, 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.

Chief Marketing Officer

MarshBerry is currently seeking a Chief Marketing Officer for our Beachwood, OH office. The Chief Marketing Officer (CMO) leads the strategy and execution of marketing, communications and branding initiatives to drive MarshBerry’s growth plans. The CMO will collaborate closely with leaders across the company and the sales team to establish and execute marketing strategies. The CMO will lead a team of marketing professionals and manage external vendors. The goal is to ensure the company’s marketing efforts are successful in outperforming competition and meeting sales goals.

The main responsibilities include:

• Develops and drives marketing strategies to support the company’s plans. Ensures the marketing efforts are successful in helping MarshBerry outperform competition and meet sales goals.
• Develops and executes a comprehensive digital marketing plan.
• Plans and organizes marketing functions and operations (product development, branding, communications etc.), and ensures they project the company’s unique “voice”.
• Collaborates with sales team and other teams in the organization to establish and execute marketing strategies that help teams achieve their sales goals. Ensure each team’s marketing efforts are unified and aligned with MarshBerry’s strategic business plans.
• Leads, develops and coaches team members for high performance. Establishes vision and key performance indicators (KPIs) for team.
• Ensures MarshBerry’s message is distributed across channels and to targeted audiences to meet sales objectives. This may mean seeking out new ways to deliver messaging, such as mobile platforms, video and social media.
• Establishes and manages a content marketing strategy.
• Designs and coordinates promotional campaigns, public relations, and other marketing efforts across channels (digital, press etc.).
• Creates and presents the annual marketing plan and strategy, including the budget. Sets marketing goals and objectives. Execute on priorities. Ensures marketing expenses stay in line with established budget.
• Creates a solid network of strategic partnerships.
• Uses data and research reports to make evidence-based decisions.
• Stays up to date with the latest technology, trends and best practices.

Qualifications we are seeking:

• Bachelor’s degree in Business, Marketing or related major. MBA is a plus.
• Proven experience as a Chief Marketing Officer or similar leadership role. 10+ years of progressive Marketing leadership experience.
• Must have creative business acumen and proven executive leadership abilities.
• Demonstrable experience in developing and executing business plans and strategies and for all marketing aspects (branding, product promotion etc.).
• Hands on experience with CRM and SEO tools.
• A leader with both creative and analytical capabilities.
• Solid understanding of market research and data analysis methods.
• Customer-centric; understanding of the importance of the customer experience.
• Excellent organizational and time management skills.
• Excellent communication (written and verbal) and interpersonal abilities.
• Proficient in Microsoft Office Word, Excel, Access and PowerPoint and other software as it applies.
• Ability to travel 10-20% of the time.

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.

Business Development Coordinator

MarshBerry is currently seeking a Business Development Coordinator in either our Beachwood, OH or Grandville, MI office. The Business Development Coordinator will provide professional support and value-added service to internal customers. This position will provide support to those in a business development capacity by generating prospect lists, maintaining and training on CRM, creating reports, assisting with client correspondence, meeting coordination, and overall, contributing to the team achieving new business goals.

The main responsibilities include:

• Contribute to the business development team achieving new business goals by regularly meeting with team members to assist in organizing prospect data, reviewing pipeline accuracy and identifying opportunities for follow up.
• Create and maintain robust prospect lists based on geography, industry, etc.
• Maintain client and prospect lists within CRM for team members.
• Maintain an accurate pipeline forecast incorporating revenue recognition protocols from finance team.
• Vet prospect lists against internal sales systems to determine account leads.
• Implement, maintain, and measure the success of campaigns including drip marketing and events to support and drive the sales process.
• Provide continuous CRM training and support according to business development team needs and best practices.
• Maintain a monthly retention report to discuss clients that require attention.
• Coordinate monthly sales meetings with financials, important dates, and sales topics relevant to the team.
• Coordinate client deliverables and thought leadership with marketing team members.
• Collaborate with finance team on forecast changes and reporting needs.
• Coordinate a quarterly review of sales business plans with Sales Leadership. Assist with creating individual reports for business development team members that support the sales business plans.
• Create and distribute client satisfaction surveys.
• Special projects and other tasks as assigned.

Qualifications we are seeking:

• Bachelor’s Degree in marketing, sales, communication, or related field required.
• Minimum of three to five years of support experience in business development, sales, marketing, or consulting.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database.
• Proficient with CRM software. Microsoft Dynamics experience is a plus.
• Moderate knowledge in one or more desktop publishing applications (Adobe) is a plus.
• Project Management experience is a plus.
• Strong written and verbal communication skills 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.
• Confidentiality: always maintains confidentiality with proprietary information, internal and external communication.
• Team oriented: Positive and professional, able to show consideration for and maintain good working relations with co-workers and remains opens to others’ ideas and exhibits willingness to try new things.

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.