Producer - Employee Benefits

Outside Employee Benefits 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 $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% 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 sales business plan and use effective prospecting strategies. Innovate for clients using market knowledge and advanced understanding of technical insurance issues. Participate in national and regional meetings and video calls. Prepare 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 account management team on significant account management services for clients. 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 proven success. Must hold a Life and Health insurance license. Strong knowledge of Employee Benefits. Personable, highly motivated, and goal-oriented. Driven to achieve individual sales goals. Superior communication, negotiation, and presentation skills. Excellent organizational and follow-up skills. Consultative, positive, and resourceful approach to prospects, clients, and colleagues. Strong visibility within the Human Resources and benefits community. Excellent listening skills with a strong customer focus. Ability to engage with senior management and maintain an executive presence. Physical Demands : The physical demands include operating office equipment such as telephones, computers, monitors, keyboards, mice, copiers, scanners, and mail machines. Physical tasks involve driving, walking, sitting, standing, bending, and typing. Analysis of Physical Demands : Constantly (over 66%) drive to client appointments, walk on uneven surfaces, and perform repetitive foot movements. Frequently (34-66%) handle and grasp objects, walk, stand, and bend. Frequently (34-66%) perform repetitive hand motions like typing and using a keyboard. Why USI? With over $2.5 billion in revenue and 10,000+ associates across 200+ offices nationwide, USI is a leading insurance brokerage and consulting firm. We foster a dynamic culture of personal and professional development, investing heavily in our associates and celebrating their growth through unique reward and recognition programs. Unrivaled Resources and Support USI offers a comprehensive set of risk management and benefit solutions, emphasizing strategic, timely, and effective programs that demonstrate clear economic benefits for clients. Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay, commissions, and benefits, USI recognizes top sales performers through various awards and programs, including wellness initiatives, college scholarships for employees' children, and financial assistance programs. Deep Community Engagement USI is committed to giving back through community service, supporting non-profits, animal shelters, environmental projects, and eco-friendly practices. Committed to Diversity, Equity, and Inclusion Our award-winning DEI initiatives include education, employee support, and outreach programs to foster a diverse and inclusive culture. Recognition as a Top Employer Recognized as a Top Insurance Employer by Insurance Business America (2018-2023). Named one of the Best Places to Work in Insurance by Business Insurance (2020-2023). Received the American Heart Association’s Gold Status for health and well-being (2018-2022). USI offers a comprehensive benefits package, including health, welfare, financial benefits, paid family leave, and holidays.

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