Talent Search & Recruitment

Take the guesswork out of hiring.

Financial & Insurance Firm Recruiting Services

Do you really have the time and resources for recruiting?

MarshBerry’s Talent Acquisition team has it down to a science. Having placed over 600 producers, we take the guesswork out of attracting high performers for insurance agencies and brokers. In addition, if you are looking for Sales Managers, Operations staff, Marketing, HR, Account Managers, or CSR’s, MarshBerry’s recruiters have a successful track record with a range of these roles and more.

From interviews to assessments and training, our comprehensive brokerage recruiting strategy helps firms bring in new talent and realize a high return on investment without all the hassle of screening hundreds of candidates. 

  • Position Profile
  • Compensation Plans
  • The Search
  • Reporting
  • Candidate Presentation
  • Offer & Hiring
  • Optional Coaching and Training

The MarshBerry Talent Acquisition & Recruitment Process

Specializing in insurance and financial services recruitment, MarshBerry has the experience and tools you need to attract and retain highly qualified candidates. When you choose MarshBerry to be your insurance staffing agency, you can guarantee excellent service and communication throughout the entire recruitment process. Check out our broker recruitment process below and find out how our team can help your business.


MarshBerry’s insurance recruiting agency helps you create a position profile to market your agency to potential candidates.


MarshBerry works with you to implement a pay and/or validation structure focused on activity.  This unique compensation plan is designed to reward the performers and quickly eliminate non-producers.


Initial resume evaluation. In depth and extensive candidate interview. Video interview to further assess cultural and competency match. Comprehensive personality assessment to aid in data driven decisions to hire the right person for the right position.


You receive an update on all candidate interview activity. Your Talent Consultant will also call once a month for a discussion on the status of candidates and the search.


After a candidate has completed our thorough process, the Talent Consultant will formally present the candidates to you via email.


A MarshBerry Talent Consultant will remain involved throughout the entire interview process – including making an offer on your behalf, if you choose.


MarshBerry Producer Academy. Allego E- Learning. Onboarding. Coaching. Activity Tracking.

Insurance Recruiting Firm Services

Navigating the competitive landscape of the insurance sector, having a strategic recruitment partner can make a significant difference. MarshBerry’s team of experienced professionals offers comprehensive recruitment services for insurance firms, helping you attract, hire, and retain the best industry talent.

Financial Services Recruiting Firm Services

Our recruitment services for financial services firms focus on your organization’s unique needs. We guide you through market trends and talent landscapes, delivering strategies that attract top-tier talent and drive growth and competitive advantage.

If you would prefer to enhance your in-house capabilities, MarshBerry offers Talent Consultation to help make your team stronger.

Contact The Advisory Team

MarshBerry’s team of advisors are thought leaders and experts in the insurance brokerage and financial services industries. As a client, your firm benefits from their combined hands-on experience and professional designations in finance, accounting and economics. No matter what your needs are, they have the understanding to craft a personalized solution.

Contact Us

Brooke Liu
Senior Vice President
Bryan Lake
Vice President
Brooke Liu
Senior Vice President

Brooke Liu's exceptional client service, leadership, and laser-like focus on results have contributed to her many successes since she joined MarshBerry in 2016. In her current role as Senior Vice President of the company’s expanded Growth Advisory division, Brooke’s collaborative guidance and industry expertise are essential for overseeing the company’s many growth assets.

Bryan Lake
Vice President

Bryan Lake leads MarshBerry's Talent Acquisition, Recruitment and Search Strategy for the firms Growth Advisory practice. Bryan brings extensive knowledge in planning & strategy, recruitment, employment branding, metrics & analytics, as well as talent segmentation and workforce management.