USI Kibble & Prentice
PL Personal Risk Specialist
USI Kibble & Prentice, Charlotte, North Carolina, United States, 28245
PL Personal Risk Specialist
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PL Personal Risk Specialist
role at
USI Kibble & Prentice
Job ID: 14508 | Location: Charlotte, NC
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 is expected to establish additional sources of clients.
Primary 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 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 the USI ONE Advantage®.
Penetrate assigned prospect targets utilizing USI’s 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, along with periodic communications to optimize USI's position in the marketplace.
Meet with external centers of influence to prospect, engage and ultimately serve as a value‑added service that is provided to 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.
Develop and 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, including development of prospect lists from business clients, maintaining 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 to prospective clients.
Flexibility in schedule is a must – 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.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with an ability to work with minimum supervision.
Highly motivated, goal‑oriented and organized individual driven to achieve sales goals.
Good customer service skills that can be applied 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 but high school diploma or graduate equivalent required.
Active property/casualty license required (or must be obtained within 60 days of hire).
Proficient in Microsoft Office suite of products.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates, USI is one of the largest insurance brokerage and consulting firms. USI invests heavily in associates' development and provides employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact, providing strategic, timely, and effective programs for clients.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition Competitive pay, commission, incentives, and benefits. USI recognizes top sales associates through USI PEAK. Employee wellness, scholarships, and financial assistance programs are also available.
Deep Community Engagement USI gives back to local communities, supports non‑profits, animal shelters, and environmental projects, and works to reduce its own environmental footprint.
Committed to a Diverse, Equitable, and Inclusive Workplace USI’s I’m With U diversity, equity, and inclusion program provides education, training, support, and outreach to build a more inclusive culture.
Nationally Recognized as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers (2018‑2024).
Business Insurance’s Best Places to Work (2020‑2024).
Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Glassdoor’s Best‑Led Company (2024).
Newsweek’s America’s Greatest Workplaces for Diversity (2024).
Benefits:
Health, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid family leave, paid holidays.
Apply now. Share this job.
#J-18808-Ljbffr
PL Personal Risk Specialist
role at
USI Kibble & Prentice
Job ID: 14508 | Location: Charlotte, NC
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 is expected to establish additional sources of clients.
Primary 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 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 the USI ONE Advantage®.
Penetrate assigned prospect targets utilizing USI’s 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, along with periodic communications to optimize USI's position in the marketplace.
Meet with external centers of influence to prospect, engage and ultimately serve as a value‑added service that is provided to 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.
Develop and 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, including development of prospect lists from business clients, maintaining 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 to prospective clients.
Flexibility in schedule is a must – 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.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with an ability to work with minimum supervision.
Highly motivated, goal‑oriented and organized individual driven to achieve sales goals.
Good customer service skills that can be applied 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 but high school diploma or graduate equivalent required.
Active property/casualty license required (or must be obtained within 60 days of hire).
Proficient in Microsoft Office suite of products.
Why USI? With more than $2.7 billion in revenue and over 10,000 associates, USI is one of the largest insurance brokerage and consulting firms. USI invests heavily in associates' development and provides employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact, providing strategic, timely, and effective programs for clients.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition Competitive pay, commission, incentives, and benefits. USI recognizes top sales associates through USI PEAK. Employee wellness, scholarships, and financial assistance programs are also available.
Deep Community Engagement USI gives back to local communities, supports non‑profits, animal shelters, and environmental projects, and works to reduce its own environmental footprint.
Committed to a Diverse, Equitable, and Inclusive Workplace USI’s I’m With U diversity, equity, and inclusion program provides education, training, support, and outreach to build a more inclusive culture.
Nationally Recognized as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers (2018‑2024).
Business Insurance’s Best Places to Work (2020‑2024).
Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Glassdoor’s Best‑Led Company (2024).
Newsweek’s America’s Greatest Workplaces for Diversity (2024).
Benefits:
Health, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, paid family leave, paid holidays.
Apply now. Share this job.
#J-18808-Ljbffr