USI Kibble & Prentice
PL Personal Risk Specialist – USI Kibble & Prentice
Location:
PA – Bethel Park
Job ID:
15042
Description and Requirements General Description: 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 also is expected to establish additional sources of clients.
Primary Responsibilities
Schedule appointments and visit high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, and provide 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 USI ONE Advantage®.
Penetrate assigned prospect targets using USI's Engagement Platform with prospective business partners such as lawyers, financial services professionals, realtors and other professionals serving the affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies, with periodic communications to optimize USI's marketplace position.
Meet with external centers of influence to prospect, engage and serve as a value‑added service for the clients of the center of influence.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a relationship as a trusted partner and advisor to clients and prospects.
Support cross‑selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
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 to clients and present individualized insurance programs.
Flexibility in schedule is a must – requires 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.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with ability to work with minimal supervision.
Highly motivated, goal‑oriented, organized and committed to achieving sales goals.
Strong customer service skills.
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; high school diploma or graduate equivalent required.
Active property/casualty license required (or obtained within 60 days of hire).
Proficient in Microsoft Office suite.
Why USI? USI is one of the largest insurance brokerage firms globally, with over $2.7 billion in revenue and more than 10 000 associates across 200 offices nationwide. We invest heavily in personal and professional development and celebrate growth through employee reward programs.
Unrivaled Resources and Support USI ONE Advantage® delivers robust risk‑management and benefit solutions with tangible economic impact. USI ONE® stands for Omni, Network, Enterprise, the three key elements that set us apart.
Premier Sales Rewards, Industry‑Leading Programs and Recognition Competitive pay, commission, incentives, and benefits are complemented by recognition through USI PEAK for top performers. We also offer wellness, scholarships and financial assistance.
Community and Diversity Commitment We support local communities, environmental sustainability, and promote a diverse, equitable, and inclusive workplace through our I’m With U program.
Additional Information Senior level: Mid‑Senior level Employment type: Part‑time Job function: Finance and Sales Industry: Insurance
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PA – Bethel Park
Job ID:
15042
Description and Requirements General Description: 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 also is expected to establish additional sources of clients.
Primary Responsibilities
Schedule appointments and visit high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, and provide 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 USI ONE Advantage®.
Penetrate assigned prospect targets using USI's Engagement Platform with prospective business partners such as lawyers, financial services professionals, realtors and other professionals serving the affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies, with periodic communications to optimize USI's marketplace position.
Meet with external centers of influence to prospect, engage and serve as a value‑added service for the clients of the center of influence.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a relationship as a trusted partner and advisor to clients and prospects.
Support cross‑selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
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 to clients and present individualized insurance programs.
Flexibility in schedule is a must – requires 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.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with ability to work with minimal supervision.
Highly motivated, goal‑oriented, organized and committed to achieving sales goals.
Strong customer service skills.
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; high school diploma or graduate equivalent required.
Active property/casualty license required (or obtained within 60 days of hire).
Proficient in Microsoft Office suite.
Why USI? USI is one of the largest insurance brokerage firms globally, with over $2.7 billion in revenue and more than 10 000 associates across 200 offices nationwide. We invest heavily in personal and professional development and celebrate growth through employee reward programs.
Unrivaled Resources and Support USI ONE Advantage® delivers robust risk‑management and benefit solutions with tangible economic impact. USI ONE® stands for Omni, Network, Enterprise, the three key elements that set us apart.
Premier Sales Rewards, Industry‑Leading Programs and Recognition Competitive pay, commission, incentives, and benefits are complemented by recognition through USI PEAK for top performers. We also offer wellness, scholarships and financial assistance.
Community and Diversity Commitment We support local communities, environmental sustainability, and promote a diverse, equitable, and inclusive workplace through our I’m With U program.
Additional Information Senior level: Mid‑Senior level Employment type: Part‑time Job function: Finance and Sales Industry: Insurance
#J-18808-Ljbffr