General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.
Responsibilities:
Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
Achieve new business sales goals on an annualized basis based on our target market.
In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage.
Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence.
Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff.
Establish relationship as a trusted partner and advisor to clients and prospects.
Develop and support cross-selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.
Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
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Flexibility in schedule --requires some evening hours.
Knowledge, Skills and Abilities:
Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
Outstanding written and oral communication skills.
Must have personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good team work skills with an ability to work with minimum supervision.
Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals.
Good customer service skills that can be applied to the sales process.
Strong knowledge of carriers and personal insurance market place.
Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred but high school diploma or graduate equivalent degree required.
Active property-casualty license required (or must be obtained within 60 days of hire).
Proficient in MS Office suite of products.
Description and Requirements
Why USI?
Ready to join an innovative, industry-leading sales organization? Accelerate your success with USI.
USI is one of the largest insurance brokerage and consulting firms in the world, with over $2 billion in revenue and more than 8,000 associates located in approximately 200 offices in the U.S. and abroad.
At USI, we take your success seriously and our leadership team is dedicated to helping you win and keep business. We have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through our unique professional development platform and one-of-a-kind program to reward and recognize sales excellence.
National and Local Sales Training and Support
The USI ONE Advantage® distinguishes USI as a leading insurance brokerage and consulting firm. This game-changing value proposition delivers unique enterprise solutions to our clients and drives our sales professionals’ development and success. Complementing these resources, USI offers a full suite of industry training and sales support programs led by award-winning experts.
Premier Sales Reward and Recognition
Our annual incentive program, USI PEAK, recognizes and rewards our sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.
Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Committed to a Diverse and Inclusive Work Environment USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.
Nationally Ranked and Recognized as a Top Insurance Workplace
2nd largest privately held broker of U.S. business and the 9th largest insurance broker in the world, Business Insurance 2020 Agents and Brokers Rankings + Directory .
2nd largest privately held employee benefits broker ranked by global benefits revenue, Business Insurance 2020 Agents and Brokers Rankings + Directory .
5th largest independent commercial lines broker and one of the top five largest privately held brokers of personal lines business in the U.S., Insurance Journal 2020 Top 100 Independent Property/Casualty Agencies & Insurance Journal 2020 Top 50 Personal Lines Agencies .
One of Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).
Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2020).
Named to Business Insurance’s 2021 list of Best Places to Work in Insurance.
Ranked as one of Forbes Best Large Employers in America (2018-2019).
Description and Requirements
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
About USI Insurance Services
Insurance10500 employeesFounded 1994
Insurance brokerage and risk management consulting firm.
