USI Insurance Services
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, providing 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 to meet revenue goals. Penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors, and other professionals 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 teams. Establish relationships 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, develop prospect lists, and maintain activity records in USI’s CRM and sales tracking programs. Prepare proposals for Personal Risk Management clients and prospects, research, and assist in writing responses, presenting personalized insurance programs. Maintain flexibility in schedule, including some evening hours. Knowledge, Skills and Abilities :
Minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Property / casualty insurance industry experience required. Ability to travel 50% or more and meet with clients. Good teamwork skills with minimal supervision. Highly motivated, goal-oriented, organized, and driven to achieve sales goals. Strong customer service skills applicable to sales. Deep 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 must be obtained within 60 days). Proficient in Microsoft Office suite.
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Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, providing 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 to meet revenue goals. Penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors, and other professionals 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 teams. Establish relationships 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, develop prospect lists, and maintain activity records in USI’s CRM and sales tracking programs. Prepare proposals for Personal Risk Management clients and prospects, research, and assist in writing responses, presenting personalized insurance programs. Maintain flexibility in schedule, including some evening hours. Knowledge, Skills and Abilities :
Minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Property / casualty insurance industry experience required. Ability to travel 50% or more and meet with clients. Good teamwork skills with minimal supervision. Highly motivated, goal-oriented, organized, and driven to achieve sales goals. Strong customer service skills applicable to sales. Deep 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 must be obtained within 60 days). Proficient in Microsoft Office suite.
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