USI Insurance Services
Overview
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, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities
Schedule appointments and visit high net worth individuals to understand lifestyle, concerns and unique insurance needs, with the ability to provide consultative advice to tailor personal risk management solutions. Achieve new business sales goals on an annualized basis based on the 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 using the Engagement Platform 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 with periodic communications to optimize USI's position in the marketplace. Prospect, engage and serve as a value-added service that is provided to the clients of the center of influence. Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff. Establish relationships as a trusted partner and advisor to clients and prospects. Develop and support cross-selling strategies for existing clients, as well as new relationships. Participate in and, as necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists from business clients and maintaining activity records in USI CRM and sales tracking programs. Develop and oversee preparation of proposals for Personal Risk Management clients and prospects; research and assist in writing responses to clients and present individualized insurance programs to prospective clients. Flexibility in schedule -- requires some evening hours. Qualifications
Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Must have personal lines insurance industry experience. Ability to travel 50% or more of the time and meet with clients. Good teamwork skills with an ability to work with minimum supervision. Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals. Good customer service skills that can be applied to the sales process. Strong knowledge of carriers and personal insurance marketplace. Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office. College degree preferred but high school diploma or graduate equivalence degree required. Active property-casualty license required (or must be obtained within 60 days of hire). Proficient in MS Office suite of products. Salary and Benefits
Salary Range $80,000-$110,000 (depends on experience). USI offers competitive benefits including medical, dental, vision, 401(k), flexible spending accounts, health savings accounts, short and long-term disability, life insurance and paid time off. We also offer paid family leave. 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 and invest in our associates, celebrating growth through our rewards and recognition programs. USI ONE Advantage
USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, with positive economic impact. Awards and Recognition
Recognized as Insurance Business America's Top Insurance Employers for seven consecutive years (2018-2024). Named to Business Insurance's Best Places to Work in Insurance five years in a row (2020-2024). Named to Fortune's 2024 Best Workplaces in Financial Services & Insurance list. Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. Recognized by Newsweek as America’s Greatest Workplaces for Diversity in 2024. Additional Details
Seniority level: Mid-Senior level Employment type: Part-time Job function: Finance and Sales Industry: Insurance
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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, as a primary focus for business development, this role is also expected to establish additional sources of clients. Responsibilities
Schedule appointments and visit high net worth individuals to understand lifestyle, concerns and unique insurance needs, with the ability to provide consultative advice to tailor personal risk management solutions. Achieve new business sales goals on an annualized basis based on the 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 using the Engagement Platform 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 with periodic communications to optimize USI's position in the marketplace. Prospect, engage and serve as a value-added service that is provided to the clients of the center of influence. Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff. Establish relationships as a trusted partner and advisor to clients and prospects. Develop and support cross-selling strategies for existing clients, as well as new relationships. Participate in and, as necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists from business clients and maintaining activity records in USI CRM and sales tracking programs. Develop and oversee preparation of proposals for Personal Risk Management clients and prospects; research and assist in writing responses to clients and present individualized insurance programs to prospective clients. Flexibility in schedule -- requires some evening hours. Qualifications
Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Must have personal lines insurance industry experience. Ability to travel 50% or more of the time and meet with clients. Good teamwork skills with an ability to work with minimum supervision. Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals. Good customer service skills that can be applied to the sales process. Strong knowledge of carriers and personal insurance marketplace. Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office. College degree preferred but high school diploma or graduate equivalence degree required. Active property-casualty license required (or must be obtained within 60 days of hire). Proficient in MS Office suite of products. Salary and Benefits
Salary Range $80,000-$110,000 (depends on experience). USI offers competitive benefits including medical, dental, vision, 401(k), flexible spending accounts, health savings accounts, short and long-term disability, life insurance and paid time off. We also offer paid family leave. 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 and invest in our associates, celebrating growth through our rewards and recognition programs. USI ONE Advantage
USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, with positive economic impact. Awards and Recognition
Recognized as Insurance Business America's Top Insurance Employers for seven consecutive years (2018-2024). Named to Business Insurance's Best Places to Work in Insurance five years in a row (2020-2024). Named to Fortune's 2024 Best Workplaces in Financial Services & Insurance list. Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. Recognized by Newsweek as America’s Greatest Workplaces for Diversity in 2024. Additional Details
Seniority level: Mid-Senior level Employment type: Part-time Job function: Finance and Sales Industry: Insurance
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