Teams at Marshall+Sterling

Build and maintain client relationships, prospect and grow a sales pipeline, assess client insurance needs, prepare quotes/proposals using agency tools, meet sales goals, collaborate across teams, and maintain documentation and compliance.

Support digital transformation and process improvement across the insurance agency: identify process challenges, assist with system integrations and testing, evaluate AI/automation and analytics tools, research Insurtech trends, coordinate rollouts, support training and adoption, and track operational impact and user adoption to drive better business decisions.

Manage end-to-end onboarding for wealth clients: prepare and process account documentation, coordinate account setups/transfers, ensure KYC/AML compliance, serve as primary client contact, track progress, and collaborate with advisors and operations to improve efficiency and client experience.