USI Kibble & Prentice
Personal Risk Specialist – USI Kibble & Prentice
Location: IN – Carmel
Job ID: 17583
Employment type: Part-time (Mid‑Senior level)
Salary: $70,000.00–$84,000.00 (approx.)
Job Description
General Description:
An outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, you will establish additional sources of clients.
Responsibilities
Schedule appointments and visit 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 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 market position.
Meet with external centers of influence to prospect, engage and ultimately 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 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 lead meetings with existing and prospective clients.
Manage employee and prospect data, develop prospect lists, maintain activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients, research and assist in writing responses, and present individualized personalized insurance programs.
Flexibility in schedule – 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 minimum supervision.
Highly motivated, goal‑oriented and organized, driven to achieve individual sales goals.
Strong customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understand and commit to the 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 to be obtained within 60 days of hire).
Proficient in MS Office suite.
Why USI? USI is one of the largest insurance brokerage and consulting firms with over $2.7 billion in revenue and 10,000+ associates nationwide. We invest heavily in associates’ development, celebrating growth and success through reward and recognition programs.
Resources and Support USI ONE Advantage® offers clients robust risk management and benefit solutions. USI ONE® combines Omni, Network, Enterprise to deliver timely, effective programs that demonstrate positive economic impact.
Benefits and Recognition Competitive pay and commission, incentives, and benefits. USI recognizes top sales associates through USI PEAK and offers wellness, scholarships, and financial assistance programs.
Diversity and Inclusion USI’s I’m With U program educates associates on diversity, equity, and inclusion, providing training and community outreach to build a more inclusive culture.
Industry Recognition Recognized by Insurance Business America, Business Insurance, Fortune, Glassdoor, and Newsweek for top employers and workplaces.
USI offers a full suite of competitive benefits including medical, dental, vision, 401(k), flexible spending, health savings accounts, disability, life insurance, paid family leave, and paid holidays.
#J-18808-Ljbffr
Job ID: 17583
Employment type: Part-time (Mid‑Senior level)
Salary: $70,000.00–$84,000.00 (approx.)
Job Description
General Description:
An outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, you will establish additional sources of clients.
Responsibilities
Schedule appointments and visit 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 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 market position.
Meet with external centers of influence to prospect, engage and ultimately 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 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 lead meetings with existing and prospective clients.
Manage employee and prospect data, develop prospect lists, maintain activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients, research and assist in writing responses, and present individualized personalized insurance programs.
Flexibility in schedule – 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 minimum supervision.
Highly motivated, goal‑oriented and organized, driven to achieve individual sales goals.
Strong customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understand and commit to the 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 to be obtained within 60 days of hire).
Proficient in MS Office suite.
Why USI? USI is one of the largest insurance brokerage and consulting firms with over $2.7 billion in revenue and 10,000+ associates nationwide. We invest heavily in associates’ development, celebrating growth and success through reward and recognition programs.
Resources and Support USI ONE Advantage® offers clients robust risk management and benefit solutions. USI ONE® combines Omni, Network, Enterprise to deliver timely, effective programs that demonstrate positive economic impact.
Benefits and Recognition Competitive pay and commission, incentives, and benefits. USI recognizes top sales associates through USI PEAK and offers wellness, scholarships, and financial assistance programs.
Diversity and Inclusion USI’s I’m With U program educates associates on diversity, equity, and inclusion, providing training and community outreach to build a more inclusive culture.
Industry Recognition Recognized by Insurance Business America, Business Insurance, Fortune, Glassdoor, and Newsweek for top employers and workplaces.
USI offers a full suite of competitive benefits including medical, dental, vision, 401(k), flexible spending, health savings accounts, disability, life insurance, paid family leave, and paid holidays.
#J-18808-Ljbffr