USI Kibble & Prentice
Personal Risk Specialist/Producer
USI Kibble & Prentice, Columbia, South Carolina, United States
Personal Risk Specialist/Producer
Company:
USI Kibble & Prentice
Location:
Charleston, SC
Responsibilities
Schedule appointments and visit with high‑net‑worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice and tailored personal risk management solutions.
Achieve new business sales goals on an annualized basis based on our target market.
Develop lists of prospective centers of influence and lead sources within the target group for the USI One Advantage.
Penetrate assigned prospect targets using the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
Design 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 provide value‑added services to their clients.
Build strong working relationships and earn the confidence of Commercial Lines and Employee Benefits production staff.
Establish a trusted partner relationship with 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.
Maintain employee and prospect data, including prospect list development, activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research and assist in writing responses, and present personalized insurance programs.
Maintain flexible 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.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Team‑work skills and ability to work with minimal supervision.
Highly motivated, goal‑oriented, organized individual who is driven to achieve sales goals.
Strong customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understanding and commitment 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 to be obtained within 60 days of hire).
Proficiency 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 offers dynamic personal and professional development, competitive pay and commissions, industry‑leading incentives, employee recognition programs, wellness initiatives, scholarships and financial assistance.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018–2024).
Named to Business Insurance’s annual list of the 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 one of America’s Greatest Workplaces for Diversity in 2024.
#J-18808-Ljbffr
USI Kibble & Prentice
Location:
Charleston, SC
Responsibilities
Schedule appointments and visit with high‑net‑worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice and tailored personal risk management solutions.
Achieve new business sales goals on an annualized basis based on our target market.
Develop lists of prospective centers of influence and lead sources within the target group for the USI One Advantage.
Penetrate assigned prospect targets using the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
Design 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 provide value‑added services to their clients.
Build strong working relationships and earn the confidence of Commercial Lines and Employee Benefits production staff.
Establish a trusted partner relationship with 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.
Maintain employee and prospect data, including prospect list development, activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research and assist in writing responses, and present personalized insurance programs.
Maintain flexible 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.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Team‑work skills and ability to work with minimal supervision.
Highly motivated, goal‑oriented, organized individual who is driven to achieve sales goals.
Strong customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understanding and commitment 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 to be obtained within 60 days of hire).
Proficiency 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 offers dynamic personal and professional development, competitive pay and commissions, industry‑leading incentives, employee recognition programs, wellness initiatives, scholarships and financial assistance.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018–2024).
Named to Business Insurance’s annual list of the 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 one of America’s Greatest Workplaces for Diversity in 2024.
#J-18808-Ljbffr