USI Kibble & Prentice
Personal Risk Specialist (Producer)
USI Kibble & Prentice, Goerkes Corner, Wisconsin, United States
Personal Risk Specialist (Producer)
Location:
Brookfield, WI; Kimberly, WI
Employment Type:
Part‑time |
Seniority Level:
Mid‑Senior level |
Job Function:
Finance and Sales |
Industry:
Insurance
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, the primary focus for business development is establishing 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 in, and as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI’s CRM and sales tracking programs.
Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized 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 that is driven to achieve individual sales goals.
Good customer service skills that can be applied to the sales process.
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 but high school diploma or graduate equivalent degree 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 across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact, built on the three pillars of Omni, Network, Enterprise.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through U.S.I. PEAK, a program that rewards superior results. Our wellness program, scholarships, and financial assistance programs support our associates’ overall well‑being.
Community Engagement and Diversity We are committed to giving back to local communities and supporting environmental sustainability, as well as fostering a diverse, equitable, and inclusive workplace with our I’m With U program.
Nationally Recognized 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.
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Brookfield, WI; Kimberly, WI
Employment Type:
Part‑time |
Seniority Level:
Mid‑Senior level |
Job Function:
Finance and Sales |
Industry:
Insurance
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, the primary focus for business development is establishing 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 in, and as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI’s CRM and sales tracking programs.
Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized 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 that is driven to achieve individual sales goals.
Good customer service skills that can be applied to the sales process.
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 but high school diploma or graduate equivalent degree 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 across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth and success through unique employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers to clients a robust set of risk management and benefit solutions with bottom‑line financial impact, built on the three pillars of Omni, Network, Enterprise.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through U.S.I. PEAK, a program that rewards superior results. Our wellness program, scholarships, and financial assistance programs support our associates’ overall well‑being.
Community Engagement and Diversity We are committed to giving back to local communities and supporting environmental sustainability, as well as fostering a diverse, equitable, and inclusive workplace with our I’m With U program.
Nationally Recognized 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