USI Kibble & Prentice
General Description
PL Personal Risk Specialist
is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients.
The role emphasizes cross‑selling and business development, establishing additional sources of clients and building long‑term relationships with high net worth individuals.
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.
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 USI One Advantage.
Penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies, including periodic communications, to optimize USI’s position in the marketplace.
Meet with external centers of influence to prospect, engage and provide value‑added service to the clients of the center of influence.
Build strong working relationships and win 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 and new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including development of prospect lists from business clients, 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.
Maintain flexibility in schedule, including some evening hours.
Knowledge, Skills and Abilities
Minimum 3 years in High Net Worth or personal insurance sales or service.
Outstanding written and oral communication skills.
Experience in personal‑lines insurance industry.
Ability to travel 50%+ of the time and meet with clients.
Good teamwork skills with the ability to work with minimal supervision.
Highly motivated, goal‑oriented, organized individual driven to achieve sales goals.
Strong customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Commitment to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred but high school diploma or graduate equivalent required.
Active property‑casualty license required (or must be obtained within 60 days of hire).
Proficient in MS Office suite.
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.
USI invests heavily in associates and celebrates their growth through unique reward and recognition programs.
Unrivaled Resources and Support The USI ONE Advantage® delivers robust risk‑management and benefit solutions with a bottom‑line financial impact.
USI ONE® represents Omni, Network, Enterprise—the three key elements that differentiate USI from the competition.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, USI offers incentives, benefits, and the USI PEAK program to recognize top sales associates.
Additional programs include a wellness program, scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement USI commits to giving back to local communities and supporting environmental sustainability through partnerships with non‑profits, animal shelters, and eco‑conscious initiatives.
Committed to a Diverse, Equitable, and Inclusive Workplace The I’m With U diversity, equity, and inclusion program equips associates to better serve clients and the community through education, training, and outreach.
Nationally Recognized as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Glassdoor’s Best‑Led Company in the U.S. in 2024.
Newsweek’s America’s Greatest Workplaces for Diversity 2024.
Benefits Competitive benefits include medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short‑ and long‑term disability, life insurance, and other employer‑sponsored programs.
USI offers a generous paid family leave benefit and paid holiday time.
Seniority Level Mid‑Senior level
Employment Type Part‑time
Job Function Finance and Sales
Industries Insurance
Referral Program Referrals increase your chances of interviewing at USI Kibble & Prentice by 2x.
#J-18808-Ljbffr
is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients.
The role emphasizes cross‑selling and business development, establishing additional sources of clients and building long‑term relationships with high net worth individuals.
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.
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 USI One Advantage.
Penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies, including periodic communications, to optimize USI’s position in the marketplace.
Meet with external centers of influence to prospect, engage and provide value‑added service to the clients of the center of influence.
Build strong working relationships and win 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 and new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including development of prospect lists from business clients, 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.
Maintain flexibility in schedule, including some evening hours.
Knowledge, Skills and Abilities
Minimum 3 years in High Net Worth or personal insurance sales or service.
Outstanding written and oral communication skills.
Experience in personal‑lines insurance industry.
Ability to travel 50%+ of the time and meet with clients.
Good teamwork skills with the ability to work with minimal supervision.
Highly motivated, goal‑oriented, organized individual driven to achieve sales goals.
Strong customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Commitment to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred but high school diploma or graduate equivalent required.
Active property‑casualty license required (or must be obtained within 60 days of hire).
Proficient in MS Office suite.
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.
USI invests heavily in associates and celebrates their growth through unique reward and recognition programs.
Unrivaled Resources and Support The USI ONE Advantage® delivers robust risk‑management and benefit solutions with a bottom‑line financial impact.
USI ONE® represents Omni, Network, Enterprise—the three key elements that differentiate USI from the competition.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, USI offers incentives, benefits, and the USI PEAK program to recognize top sales associates.
Additional programs include a wellness program, scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement USI commits to giving back to local communities and supporting environmental sustainability through partnerships with non‑profits, animal shelters, and eco‑conscious initiatives.
Committed to a Diverse, Equitable, and Inclusive Workplace The I’m With U diversity, equity, and inclusion program equips associates to better serve clients and the community through education, training, and outreach.
Nationally Recognized as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018‑2024).
Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020‑2024).
Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Glassdoor’s Best‑Led Company in the U.S. in 2024.
Newsweek’s America’s Greatest Workplaces for Diversity 2024.
Benefits Competitive benefits include medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short‑ and long‑term disability, life insurance, and other employer‑sponsored programs.
USI offers a generous paid family leave benefit and paid holiday time.
Seniority Level Mid‑Senior level
Employment Type Part‑time
Job Function Finance and Sales
Industries Insurance
Referral Program Referrals increase your chances of interviewing at USI Kibble & Prentice by 2x.
#J-18808-Ljbffr