USI Insurance Services
Producer - Surety - Phoenix, AZ
USI Insurance Services, Phoenix, Arizona, United States, 85003
Overview
Outside Surety sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction and organic growth.
Responsibilities
Achieve annualized new business sales of $175k in our target market of companies.
Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with the primary vertical.
With assistance from leadership and account management staff, retain at least 95% of business year over year.
Meet new business activity and quality appointment goals.
Use USI resources to research prospects and develop customized messaging for prospects.
Understand and explain USI’s competitive differentiation to clients and prospects.
Develop a sales business plan and use effective prospecting strategies.
Innovate for clients using market knowledge and advanced understanding of technical surety issues.
Take part in national and regional vertical meetings and video calls.
Engage in meetings on preparing for first appointments, advancing, closing, and retaining business.
Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
Participate in USI’s industry training and sales support programs.
Pursue cross-selling opportunities to enhance prospect and client relationships.
Collaborate with the account management team on significant Account Management services for clients.
Demonstrate strong knowledge of USI competitors.
Positively represent USI in meetings, seminars, trade shows, and networking events.
Qualifications
5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success.
Must hold a Property & Casualty insurance license. College degree preferred.
Strong knowledge of the Surety industry.
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow-up skills.
A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
Excellent listening skills with a strong customer focus.
Ability to deal with senior-level management and have a top-level executive presence.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We have created a dynamic personal and professional development culture, investing in our associates and recognizing growth through our programs.
USI Awards and Benefits USI offers a comprehensive benefits package including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other programs. We provide paid family leave, paid holidays, and other employee perks. USI also operates award programs to recognize top performers and support work-life balance.
Equal Opportunity USI is committed to a diverse, equitable, and inclusive workplace. We value diversity and inclusion and provide education, training resources, and community outreach initiatives to build an inclusive culture.
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Responsibilities
Achieve annualized new business sales of $175k in our target market of companies.
Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with the primary vertical.
With assistance from leadership and account management staff, retain at least 95% of business year over year.
Meet new business activity and quality appointment goals.
Use USI resources to research prospects and develop customized messaging for prospects.
Understand and explain USI’s competitive differentiation to clients and prospects.
Develop a sales business plan and use effective prospecting strategies.
Innovate for clients using market knowledge and advanced understanding of technical surety issues.
Take part in national and regional vertical meetings and video calls.
Engage in meetings on preparing for first appointments, advancing, closing, and retaining business.
Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
Participate in USI’s industry training and sales support programs.
Pursue cross-selling opportunities to enhance prospect and client relationships.
Collaborate with the account management team on significant Account Management services for clients.
Demonstrate strong knowledge of USI competitors.
Positively represent USI in meetings, seminars, trade shows, and networking events.
Qualifications
5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success.
Must hold a Property & Casualty insurance license. College degree preferred.
Strong knowledge of the Surety industry.
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow-up skills.
A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
Excellent listening skills with a strong customer focus.
Ability to deal with senior-level management and have a top-level executive presence.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We have created a dynamic personal and professional development culture, investing in our associates and recognizing growth through our programs.
USI Awards and Benefits USI offers a comprehensive benefits package including medical, wellness, dental, vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other programs. We provide paid family leave, paid holidays, and other employee perks. USI also operates award programs to recognize top performers and support work-life balance.
Equal Opportunity USI is committed to a diverse, equitable, and inclusive workplace. We value diversity and inclusion and provide education, training resources, and community outreach initiatives to build an inclusive culture.
#J-18808-Ljbffr