USI Kibble & Prentice
Job Details
Location: CT – Norwalk
Job ID: 17582
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, as a primary focus for business development, this role is also expected to establish additional sources of clients.
Responsibilities
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and 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 within the target group for USI One Advantage.
Penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial service professionals, realtors and other affluent‑market professionals.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies and periodic communications to optimize USI's position in the marketplace.
Meet with external centers of influence to prospect, engage and serve as a value‑added service for their clients.
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 in and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, develop prospect lists, and maintain activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, researching and assisting in writing responses to clients, and present individualized insurance programs.
Flexibility in schedule – requires 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.
Industry experience in personal lines insurance.
Ability to travel 50% or more and meet with clients.
Good teamwork skills with minimal supervision.
Highly motivated, goal‑oriented, and organized, driven to achieve sales goals.
Strong customer service skills applicable to the sales process.
Strong 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 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. We have created a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers robust risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® – Omni, Network, Enterprise – provides strategic, timely, and effective programs in simple terms, demonstrating positive economic impact.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay, commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK, rewarding superior results. We also offer wellness, scholarships, and financial help.
Deep Community Engagement We give back to local communities and promote environmental sustainability through non‑profits, shelters, and restoration projects, partnering with eco‑conscious vendors.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U program educates associates to better serve diverse clients and communities through training, support, and outreach.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers (2018‑2024).
Named to Business Insurance’s annual Best Places to Work list (2020‑2024).
Named to Fortune 2024 Best Workplaces in Financial Services & Insurance.
Honored by Glassdoor as a Best‑Led Company in the U.S. (2024).
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity (2024).
Benefits Competitive health, wellness, dental, vision, 401(k), flexible spending, and HSA. Disability, life insurance, and generous paid family leave and holiday time.
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Job ID: 17582
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, as a primary focus for business development, this role is also expected to establish additional sources of clients.
Responsibilities
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and 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 within the target group for USI One Advantage.
Penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial service professionals, realtors and other affluent‑market professionals.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies and periodic communications to optimize USI's position in the marketplace.
Meet with external centers of influence to prospect, engage and serve as a value‑added service for their clients.
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 in and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, develop prospect lists, and maintain activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, researching and assisting in writing responses to clients, and present individualized insurance programs.
Flexibility in schedule – requires 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.
Industry experience in personal lines insurance.
Ability to travel 50% or more and meet with clients.
Good teamwork skills with minimal supervision.
Highly motivated, goal‑oriented, and organized, driven to achieve sales goals.
Strong customer service skills applicable to the sales process.
Strong 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 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. We have created a dynamic personal and professional development culture, investing heavily in our associates and celebrating their growth through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers robust risk‑management and benefit solutions with bottom‑line financial impact. USI ONE® – Omni, Network, Enterprise – provides strategic, timely, and effective programs in simple terms, demonstrating positive economic impact.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay, commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK, rewarding superior results. We also offer wellness, scholarships, and financial help.
Deep Community Engagement We give back to local communities and promote environmental sustainability through non‑profits, shelters, and restoration projects, partnering with eco‑conscious vendors.
Committed to a Diverse, Equitable, and Inclusive Workplace Our I’m With U program educates associates to better serve diverse clients and communities through training, support, and outreach.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers (2018‑2024).
Named to Business Insurance’s annual Best Places to Work list (2020‑2024).
Named to Fortune 2024 Best Workplaces in Financial Services & Insurance.
Honored by Glassdoor as a Best‑Led Company in the U.S. (2024).
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity (2024).
Benefits Competitive health, wellness, dental, vision, 401(k), flexible spending, and HSA. Disability, life insurance, and generous paid family leave and holiday time.
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