USI Insurance Services
Personal Risk Specialist (Producer)
USI Insurance Services, Brookfield, Wisconsin, United States, 53045
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Personal Risk Specialist (Producer)
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USI Insurance Services 2 weeks ago Be among the first 25 applicants Description and Requirements
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, this role is also expected to establish additional sources of clients. Primary Responsibilities:
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly. Achieve new business sales goals on an annualized basis based on our target market. Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage. Penetrate assigned prospect targets utilizing USI’s Engagement Platform with prospective business partners such as lawyers, financial professionals, realtors, and others serving the affluent market. Identify and overcome sales obstacles on a prospect-specific basis. Develop and deploy sales and marketing strategies, along with periodic communications to enhance USI's marketplace position. Meet with external centers of influence to prospect, engage, and serve as a value-added service to their clients. Build strong relationships and gain the confidence of Commercial Lines and Employee Benefits staff. Establish as a trusted partner and advisor to clients and prospects. Support cross-selling strategies for existing clients and new relationships. Participate in and lead meetings with clients and prospects as needed. Manage employee and prospect data, including developing prospect lists and maintaining activity records in USI’s CRM. Prepare proposals for Personal Risk Management clients, research, and assist in writing responses, and present personalized insurance programs. Flexibility in schedule is required, including some evening hours. Knowledge, Skills, and Abilities:
Minimum of 3 years in High Net Worth or personal insurance sales or service. Excellent written and oral communication skills. Property/casualty insurance industry experience required. Ability to travel 50% or more and meet with clients. Strong teamwork skills with minimal supervision. Highly motivated, goal-oriented, organized, and driven to achieve sales targets. Good customer service skills applicable to sales. Strong knowledge of carriers and the personal insurance marketplace. Understanding and commitment to mutual objectives of the Personal Insurance Practice and Regional Office. College degree preferred; high school diploma or equivalent required. Active property/casualty license required or to be obtained within 60 days of hire. Proficient in Microsoft Office suite. Why USI?
USI is a leading insurance brokerage with over $2.7 billion in revenue and more than 10,000 associates nationwide. We foster a dynamic culture of personal and professional growth, investing heavily in our employees and recognizing their success through various programs. Resources and Support:
USI ONE Advantage offers comprehensive risk management and benefit solutions with significant economic impact. We develop strategic programs that are clear and demonstrate positive financial outcomes. Sales Rewards and Recognition:
Competitive pay, commissions, incentives, and recognition programs such as USI PEAK reward top performers. We also support employee well-being through wellness programs, scholarships, and financial assistance. Community Engagement and Diversity:
We support local communities and sustainability efforts, and promote diversity, equity, and inclusion through dedicated programs and initiatives. Awards and Recognitions:
Recognized as a Top Insurance Employer (2018-2024). Listed among the Best Places to Work in Insurance (2020-2024). Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance. Honored by Glassdoor as a Best-Led Company in 2024. Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024. We offer a full range of benefits including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays. Additional Details:
Seniority level: Mid-Senior level Employment type: Part-time Job function: Finance and Sales Industry: Insurance
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Personal Risk Specialist (Producer)
role at
USI Insurance Services 2 weeks ago Be among the first 25 applicants Description and Requirements
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, this role is also expected to establish additional sources of clients. Primary Responsibilities:
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly. Achieve new business sales goals on an annualized basis based on our target market. Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage. Penetrate assigned prospect targets utilizing USI’s Engagement Platform with prospective business partners such as lawyers, financial professionals, realtors, and others serving the affluent market. Identify and overcome sales obstacles on a prospect-specific basis. Develop and deploy sales and marketing strategies, along with periodic communications to enhance USI's marketplace position. Meet with external centers of influence to prospect, engage, and serve as a value-added service to their clients. Build strong relationships and gain the confidence of Commercial Lines and Employee Benefits staff. Establish as a trusted partner and advisor to clients and prospects. Support cross-selling strategies for existing clients and new relationships. Participate in and lead meetings with clients and prospects as needed. Manage employee and prospect data, including developing prospect lists and maintaining activity records in USI’s CRM. Prepare proposals for Personal Risk Management clients, research, and assist in writing responses, and present personalized insurance programs. Flexibility in schedule is required, including some evening hours. Knowledge, Skills, and Abilities:
Minimum of 3 years in High Net Worth or personal insurance sales or service. Excellent written and oral communication skills. Property/casualty insurance industry experience required. Ability to travel 50% or more and meet with clients. Strong teamwork skills with minimal supervision. Highly motivated, goal-oriented, organized, and driven to achieve sales targets. Good customer service skills applicable to sales. Strong knowledge of carriers and the personal insurance marketplace. Understanding and commitment to mutual objectives of the Personal Insurance Practice and Regional Office. College degree preferred; high school diploma or equivalent required. Active property/casualty license required or to be obtained within 60 days of hire. Proficient in Microsoft Office suite. Why USI?
USI is a leading insurance brokerage with over $2.7 billion in revenue and more than 10,000 associates nationwide. We foster a dynamic culture of personal and professional growth, investing heavily in our employees and recognizing their success through various programs. Resources and Support:
USI ONE Advantage offers comprehensive risk management and benefit solutions with significant economic impact. We develop strategic programs that are clear and demonstrate positive financial outcomes. Sales Rewards and Recognition:
Competitive pay, commissions, incentives, and recognition programs such as USI PEAK reward top performers. We also support employee well-being through wellness programs, scholarships, and financial assistance. Community Engagement and Diversity:
We support local communities and sustainability efforts, and promote diversity, equity, and inclusion through dedicated programs and initiatives. Awards and Recognitions:
Recognized as a Top Insurance Employer (2018-2024). Listed among the Best Places to Work in Insurance (2020-2024). Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance. Honored by Glassdoor as a Best-Led Company in 2024. Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024. We offer a full range of benefits including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays. Additional Details:
Seniority level: Mid-Senior level Employment type: Part-time Job function: Finance and Sales Industry: Insurance
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