USI Insurance Services
General Description:
Outside Commercial Lines 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 with at least $10mm in sales within a specific industry. Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical aligned with the primary. Retain at least 92% of business year over year with assistance from leadership and account management staff. Meet new business activity and quality appointment goals. Use USI resources to research prospects and develop customized messaging. Understand and explain USI’s competitive differentiation to clients and prospects. Develop a sales business plan and employ effective prospecting strategies. Innovate for clients using market knowledge and technical insurance expertise. Participate 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, inputting timely and accurate information. Participate in USI’s industry training and sales support programs. Pursue cross-selling opportunities to enhance relationships. Collaborate with the account management team on significant account services. Demonstrate strong knowledge of USI competitors. Represent USI positively in meetings, seminars, trade shows, and networking events. Knowledge, Skills and Abilities: 3+ years of sales experience in an insurance brokerage with a proven success record. Property & Casualty insurance license required. Strong knowledge of Property & Casualty insurance. Excellent communication, negotiation, and presentation skills. Consultative, positive, resourceful approach to prospects, clients, and colleagues. Excellent listening skills and customer focus. Ability to engage with senior management and demonstrate top-level executive presence. Why USI? USI is a leading insurance brokerage with over $2.7 billion in revenue and 10,000+ associates across 200 offices nationwide. We foster a dynamic development culture, investing heavily in our associates and celebrating their growth through unique reward programs. Resources and Support Our USI ONE Advantage provides strategic risk management and benefit solutions with significant economic impact, setting us apart from competitors. Sales Rewards and Recognition Competitive pay, incentives, and recognition programs like USI PEAK reward top performers. We support our associates’ well-being with wellness programs, scholarships, and financial aid. Community Engagement We actively support local communities and sustainability efforts, partnering with non-profits, eco-friendly vendors, and environmental projects. Diversity, Equity, and Inclusion Our I’m With U program promotes understanding and service excellence through education, employee support, and outreach initiatives. Awards and Recognition Insurance Business America’s Top Insurance Employers (2018-2024) Business Insurance’s Best Places to Work in Insurance (2020-2024) Fortune’s Best Workplaces in Financial Services & Insurance (2024) Glassdoor’s Best-Led Company (2024) Newsweek’s America’s Greatest Workplaces for Diversity (2024) USI offers comprehensive benefits including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays.
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Outside Commercial Lines 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 with at least $10mm in sales within a specific industry. Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical aligned with the primary. Retain at least 92% of business year over year with assistance from leadership and account management staff. Meet new business activity and quality appointment goals. Use USI resources to research prospects and develop customized messaging. Understand and explain USI’s competitive differentiation to clients and prospects. Develop a sales business plan and employ effective prospecting strategies. Innovate for clients using market knowledge and technical insurance expertise. Participate 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, inputting timely and accurate information. Participate in USI’s industry training and sales support programs. Pursue cross-selling opportunities to enhance relationships. Collaborate with the account management team on significant account services. Demonstrate strong knowledge of USI competitors. Represent USI positively in meetings, seminars, trade shows, and networking events. Knowledge, Skills and Abilities: 3+ years of sales experience in an insurance brokerage with a proven success record. Property & Casualty insurance license required. Strong knowledge of Property & Casualty insurance. Excellent communication, negotiation, and presentation skills. Consultative, positive, resourceful approach to prospects, clients, and colleagues. Excellent listening skills and customer focus. Ability to engage with senior management and demonstrate top-level executive presence. Why USI? USI is a leading insurance brokerage with over $2.7 billion in revenue and 10,000+ associates across 200 offices nationwide. We foster a dynamic development culture, investing heavily in our associates and celebrating their growth through unique reward programs. Resources and Support Our USI ONE Advantage provides strategic risk management and benefit solutions with significant economic impact, setting us apart from competitors. Sales Rewards and Recognition Competitive pay, incentives, and recognition programs like USI PEAK reward top performers. We support our associates’ well-being with wellness programs, scholarships, and financial aid. Community Engagement We actively support local communities and sustainability efforts, partnering with non-profits, eco-friendly vendors, and environmental projects. Diversity, Equity, and Inclusion Our I’m With U program promotes understanding and service excellence through education, employee support, and outreach initiatives. Awards and Recognition Insurance Business America’s Top Insurance Employers (2018-2024) Business Insurance’s Best Places to Work in Insurance (2020-2024) Fortune’s Best Workplaces in Financial Services & Insurance (2024) Glassdoor’s Best-Led Company (2024) Newsweek’s America’s Greatest Workplaces for Diversity (2024) USI offers comprehensive benefits including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and holidays.
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