Careers

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.

Project Coordinator

MarshBerry is currently seeking a Project Coordinator for our Beachwood, OH office. The Project Coordinator will provide support for our consulting practice. The Project Coordinator will coordinate, prepare, and communicate timelines to streamline consulting operations. The Project Coordinator will work with different teams across the organization, including our consulting and events teams, to maximize efficiency and collaboration.

The main responsibilities include to:

• Coordinate teams to ensure execution of our consulting value proposition.
• Maintain and enhance efficiency in processes and procedures.
• Communicate effectively, notifying stakeholders of important information in a timely way.
• Understand project specifications and provide recommendations for meeting them and monitoring progress along the way.
• Effectively oversee progress on several projects ongoing at the same time.
• Create templates and deadline schedule to streamline pre-meeting preparation and encourage standardization of value proposition delivery.
• Collaborate with the team to provide support and execute successful conferences.
• Assist with event preparation and on-site support including but not limited to researching venues, making reservations, and preparing meeting materials, registration lists, and meeting communications.
• Support other division initiatives, including but not limited to: the new client onboarding program, acting as a client liaison, billing, record-keeping, and administering the MarshBerry University webinar series and Employee Engagement Survey.
• Serve as a secondary point of contact for sponsor, vendor, and speaker relationships.
• Other special projects, tasks, or duties as assigned.

Qualifications we are seeking:

• High School diploma required, associates or bachelor’s degree preferred.
• One to three years of experience in an administrative, project coordination, or event coordination role. Experience within professional services or financial services is a plus.
• Proficient with technology; Microsoft Word, Outlook, Excel, and PowerPoint. Advanced knowledge of Microsoft Office especially Excel and PowerPoint is strongly preferred.
• Strong written and verbal communication skills.
• Exceptional organizational skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multitask and complete projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Ability to take initiative and prioritize tasks.
• 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.

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.
• 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.

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.

Marketing Intern

MarshBerry is seeking a Marketing Intern for our Beachwood, OH office. The primary responsibilities will include assisting the Marketing Team in coordinating and implementing multiple projects including, but not limited to internal communications, updating marketing materials, media relations, and completion of various administrative tasks.

The basic responsibilities and learning exposure will include:

• Help coordinate and drive internal communications
• Create and update collateral materials.
• Work with product divisions on updates to www.marshberry.com as well as SEO and content tagging.
• Assist with copy writing and proofing for monthly magazine.
• Monitor and update social media platforms.
• Assist with event promotion and support.
• Additional projects and tasks as assigned.

Qualifications we are seeking:

• Candidates pursuing a Bachelor’s Degree in Marketing, Advertising or Branding are preferred.
• College students at the junior and senior level are preferred.
• Web development experience (HTML, Craft CMS) is a plus.
• Design capabilities and/or expertise is a plus.
• Strong research and problem solving skills.
• Proficiency in Microsoft Office. Adobe Creative Suites experience is a plus.
• Excellent communication and writing 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.

Data Analyst Intern

MarshBerry is seeking a Data Analyst Intern for our Beachwood, OH office. The primary responsibilities will include assisting with collecting, entering and preparing client financial data to be utilized by consultants. The position will be involved with the testing and implementation of our upgraded performance benchmarking database. The Intern will have the opportunity to work with consultants and learn about other MarshBerry products and services.

The basic responsibilities and learning exposure will include:

• Converting client financial data to our standard format.
• Entering data into our Proprietary Database.
• Analyzing data and developing questions based on the information.
• Periodically performing ad hoc queries of data.
• Additional projects and tasks as assigned.

Qualifications we are seeking:

• Candidates pursuing a Bachelor’s Degree in Business Administration, Finance, Accounting or Economics are preferred.
• College 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.

Consulting Intern

MarshBerry is seeking a Consulting Intern on our Sale Performance Consulting Team in our Beachwood, OH office. Their primary responsibilities will include assisting with updating, organizing, and preparing reports and presentations to be utilized by MarshBerry Consultants. The position will also be involved with creating and posting content on social media platforms such as LinkedIn and other industry websites. The Intern will have the opportunity to work with Consultants and learn about MarshBerry products and services.

The basic responsibilities and learning exposure will include:

• Maintain the calendars and scheduling for Consultants’ weekly client calls, sending daily call reminders and rescheduling as needed.
• Create, update, and review presentations, training materials, and marketing collateral.
• Collect and analyze data pertaining to clients and consulting projects; Funnel data into reports, visualizations, and actionable insights.
• Manage data, content, and processes in the learning management system (LMS) utilized by Consultants and clients.
• Organize Consultants’ prospecting efforts through CRM, researching prospective clients and collecting information to update CRM and prospecting lists.
• Develop and coordinate schedule of Consultants’ LinkedIn industry content posts.
• Assist with event coordination and support.
• Additional projects and tasks as assigned.

Qualifications we are seeking:

• Candidates pursuing a Bachelors Degree in Business Administration, Marketing, or Management are preferred.
• College students at the junior and senior level are preferred.
• Proficiency in Microsoft PowerPoint, Excel, Word, and other software programs.
• Thorough understanding of LinkedIn and other social media platforms.
• Strong communication, analytical, and creative thinking 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.

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.

Compliance Manager

MarshBerry is currently seeking a Compliance Manager in our Beachwood, OH office. The Compliance Manager will lead the firm’s internal Compliance department and support the current outsourced Chief Compliance Officer (CCO) and internal OSJ Principals in managing the daily responsibilities and functions related to the Broker-Dealer and Registered Investment Adviser (RIA) Compliance and Supervisory Programs. The Compliance Manager position will be responsible for a variety of daily, monthly and quarterly surveillance duties, including preparing regulatory filings and forms, assisting with the registration and licensing on-boarding process, participating in the internal and external audit process, oversight of the new client on-boarding process, performing marketing and advertising reviews, assisting in email reviews and assisting with the training of new and existing registered representatives. The ideal candidate will be detail oriented and proactive with respect to identifying changes to improve accuracy and efficiencies while working in a fast paced, growing organization. The Compliance Manager will have at least one direct report.

The main responsibilities will include:

• Oversee preparation of various Regulatory Filings (e.g., Form U4s, Form U5s, Form NRFs and DRP filings, etc.).
• Assist with updating and maintaining the Form BD (Uniform Application for Broker-Dealer Registration), Form BR (Uniform Branch Office Registration Form) and Form ADV Part 1, 2A and 2B registration and disclosure documents.
• Handle the Registered Representative, Non-Registered Fingerprint (NRF) and Investment Adviser Representative (IAR) individual licensing/registration on-boarding process, including training the individual on broker/dealer policies and procedures, and RIA compliance policies.
• Perform RR and NRF incoming/outgoing correspondence reviews and Retail Communication reviews
• Assist with broker/dealer and RIA email review.
• Monitoring the FINRA Web-CRD (Central Registration Depository) account and IARD (Investment Adviser Registration Depository) accounts.
• Participating in the audit process (internal and external) as needed. This includes the annual financial audits, AML audits, etc.
• Update of Broker/Dealer, Registered Representative's, RIA and IAR’s state registrations.
• Reviewing and analyzing applicable law, regulation, regulatory developments and industry best practices relevant to the broker/dealer’s and RIA’s business activities and assisting in the development of compliance policies, procedures and processes.
• Assist with administration of the Broker/Dealer’s OSJ (Office of Supervisory Jurisdiction) and Branch Audit Program.
• Assist with ensuring control and operational manuals for the Broker/Dealer and RIA are maintained for assigned tasks in optimal and standard way.
• Supporting the outsourced CCO in creating and conducting regulatory compliance tests/surveillance to ensure compliance with various broker/dealer and RIA regulatory requirements.
• Assist with creating and administering Broker/Dealer and RIA Continuing Education and Compliance trainings.
• Act as main compliance contact for Representatives and Advisors with compliance related inquiries.
• Act as back-up to members of the compliance team.
• Assist the CCO with addressing various SRO, SEC and State Reporting obligations.
• Assist the CCO with SRO (self-regulatory organization), SEC and State inquiries.
• Handle Monthly-Quarterly-Annual projects.
• Coordinating with outside vendors.
• Additional projects and duties as assigned.

Qualifications we are seeking:

• Bachelor’s Degree in Business, Finance or Accounting.
• Series 7 or 62, Series 24 and Series 63 FINRA Licenses required; Series 65 or 66, and Series 79 a plus. Will be required to attain all licenses upon hire.
• High level of proficiency with Microsoft Word and Excel, plus experience and knowledge of the Web-CRD and IARD system.
• 5 – 7 years relevant experience in a broker/dealer and RIA compliance environment or related/relevant securities business experience.
• Management experience
• Accountability; Ability to accept responsibility and be accountable for actions and conduct, maintains confidentiality and discretion.
• Team oriented; Positive and professional, able to show consideration for and maintain good working relations with peers, remains opens to others’ ideas and exhibits willingness to try new things.
• Strong communication skills; both written and verbal. High level of expertise required in correspondence both internally and with the various branch offices.
• Exceptional organizational 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 within a fast-paced environment.
• Proven analytic and time management skills; detail-oriented, quick learner.
• High degree of independent judgment to coordinate reporting, review documentation and resolve issues; good problem solving and decision-making ability.
• Self-motivated; Self-starter with ability to make appropriate decisions.
• Ability to travel as needed for branch office audits.

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.

Executive Assistant

The Executive Assistant will provide professional support and value-added services to two Executive Vice Presidents. Responsibilities include manage and maintain executive calendars, schedule and coordinate client meetings, communicate with clients to determine needs and suggest solutions, facilitate travel, meetings and off-site events, preparing client ready reports and presentations. Provide general administrative support as needed.

The main responsibilities include:

• Provides high-level administrative support to company executives. Maintains smooth operations during their frequent travels and assures uninterrupted communication between staff and clients.
• Reads and analyzes incoming communications, submissions and reports to determine their significance and plans their distribution. Evaluates correspondence and responds to incoming confidential matters for executives and staff.
• Manage and maintain managers’ and executives’ schedules; research, plan and make travel arrangements. Coordinate travel for executives and clients as needed. Complete expense reports.
• Coordinate internal and external meetings; prepare agenda, communicate details, and attend meetings as required to record and distribute minutes.
• Performs complex and confidential administrative functions including developing, compiling and preparing various client ready reports, memos and letters. As well as format reports and presentations resulting in error free documents.
• Prepare responses to client and internal correspondence; review, prioritize and respond to email.
• Maintain client information and records. Keep client relationship management system (CRM) up to date with important client information.
• Review operating practices and procedures to determine whether improvements can be made in areas such as workflow, reporting procedures or expenditures
• Additional responsibilities and 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 five years of executive office administration.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database. Advanced knowledge of Microsoft Office especially Excel and Power Point is strongly preferred.
• Analytical, proactive problem-solving skills; techniques to identify and resolve issues in a timely manner, gathers and analyzes information skillfully
• Accountability: Ability to accept responsibility and be accountable for actions and conduct
• Confidentiality: maintains confidentiality of proprietary information as well as internal and external communication
• Team oriented: Positive and professional, able to show consideration for and maintain good working relations with co-workers remains opens to others’ ideas and exhibits willingness to try new things
• Strong communication skills; both written and verbal with demonstrated creativity with regard to work. Excellent spelling, grammar as well as good phone skills
• Exceptional organizational 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 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 make appropriate decisions.
• Confident; Poised and acts in a confident manner to facilitate completion of work assignment or to defend a position or idea
• High ethics: Posses’ strong moral and ethical fortitude, prescribing to the values, standards and policies of MarshBerry.
• Dependable: Consistently at work and on time, flexible to the needs of the organization.
• Open to feedback: follows instructions, responds to management directions and solicits feedback to improve performance
• Ability to lift up to 25 pounds.

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.

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 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.

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.

Vice President

MarshBerry’s new Connect Platform offering is seeking a Vice President and Practice Leader to help spearhead, develop and implement Management Professional Liability product offerings for our Connect Platform members.

As a practice group leader, this Vice President will focus on Management Professional Liability exposures and assist our Connect Platform members in the review and placement of coverage, execution and oversight of these placements & renewals, and assist in any/all service and claims administration responsibilities.

Working with Connect Platform members, this Vice President will actively collaborate with carriers and limited intermediaries to create and deliver valuable solutions for our member’s clients, with an eye at transforming the ‘customer experience’ as well.

An ESOP owned entity, MarshBerry and the Connect Platform is based in Woodmere, OH (Cleveland). However, this position may be located in another MarshBerry office or remote location, where practical.

The main responsibilities include:

• Develop and implement strategy for the Professional and Management Liability product offerings within the Connect Platform to drive growth.
• Develop and maintain strong relationships with clients and carrier partners to successfully build portfolio of business and meet client needs.
• Conduct reviews and analyses of submissions and thorough analysis of primary operations, products and management teams. Implement process for underwriting reviews.
• Collaborate with internal business units such as Marketing and Intellectual Capital to conduct market research and implement marketing strategies.
• Identify opportunities for new product offerings and cross selling other MarshBerry products and services.
• Seek and coordinate new business development activities in current product line and opportunities for new services through active relationship building techniques. Coordinate approach with other business unit leaders, field and respond to new business inquiries, develop marketing strategies and assist with external and internal branding execution.
• Recognize opportunities for growth and implement strategies that will enhance client satisfaction, company market share, revenue growth and profitability. Fully develop and utilize the company’s capabilities and position the company as a strategic partner.
• Identify issues effecting clients/prospects and develop strategies to effectively resolve these issues/concerns.
• May build a team and manage direct reports to drive growth of Connect Platform and execution of goals.
• Stays abreast of industry trends and changes.
• Publish articles on timely topics affecting the insurance distribution system.
• Any other special projects, tasks or duties as assigned by Management.

Qualifications we are seeking:

• Bachelor’s degree, preferably with Finance, Economics, Accounting or Business Management specialization, with master’s degree preferred.
• Additional Professional Designations or Certifications desired, such as, RPLU, ARE, CPCU and/or other industry designations are a plus.
• 7-10+ years of product management or underwriting experience, primarily in Private Company and Not-For-Profit Directors & Officers Liability. Leadership experience in management professional liability insurance with an insurance brokerage firm is preferred.
• Proven experience to achieve and exceed division goals and objectives.
• Demonstrated industry business acumen.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access.
• Analytical, proactive problem-solving skills.
• Organized with demonstrated attention to detail.
• Excellent project management and problem-solving skills.
• Self-motivated with ability to multi task.
• Ability to travel 40% of the time; includes overnight and weekend travel.
• Ability to work flexible and/or extended hours as needed.

About MarshBerry:

Marsh, Berry & Company Inc. (MarshBerry) has focused on providing consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers. These services included but were not limited to financial, operational, sales performance, and peer-to-peer exchange and information services. Most notably, MarshBerry remains the leading advisor for insurance broker merger and acquisition deals each year for more than a decade.

Recently, we established a wholly-owned Agency Partnership (the MarshBerry Connect Platform) to assist members of our existing peer-to-peer exchanges in driving greater value and performance to their clients, talent, and carrier partners.

Since 1981, MarshBerry has been recognized in the insurance industry for providing innovative and customized solutions to our clients. Our mission - to help our clients learn, improve and realize their value remains the same. Clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals, and our new Platform is fully aligned with these objectives.

Primarily a domestic company with clients throughout all 50 states, our teams of talented and driven ESOP stakeholders make us the successful, growing company we are today. 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.