USI Insurance Services
Personal Risk Specialist (Producer)
USI Insurance Services, Goerkes Corner, Wisconsin, United States
Overview
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 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 with prospective partners such as lawyers, financial services professionals, realtors and other professionals serving the affluent 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. Prospect, engage, and provide value-added services to the clients of external centers of influence. Build strong working relationships with Commercial Lines and Employee Benefits staff. Establish a trusted partner and advisor relationship with clients and prospects. Develop and support cross-selling strategies for existing clients and new relationships. Participate in, and when necessary lead, meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists and maintenance of 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 individualized insurance programs to prospective clients. Flexibility in schedule is required, including some evening hours. Knowledge, Skills And Abilities
Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Must have personal lines insurance industry experience. Ability to travel 50% or more of the time and meet with clients. Good teamwork skills with ability to work with minimum supervision. Highly motivated, goal-oriented and organized individual driven to achieve sales goals. Good customer service skills applicable to the sales process. Strong knowledge of carriers and the 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 equivalency degree required. Active property/casualty license required (or must be obtained within 60 days of hire). Proficient in Microsoft Office suite of products. WhyUSI
With approximately $3 billion in revenue and over 10,500 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 growth through our development and recognition programs. USI Resources and Programs
USI ONE Advantage® delivers risk management and benefit solutions with bottom-line impact. USI ONE represents Omni, Network, Enterprise. We develop programs that are easy to understand and demonstrate positive economic impact. Recognition and Benefits
USI offers competitive pay, commission, incentives and benefits. Our top performers are recognized through programs such as USI PEAK. We provide wellness programs, scholarships, and financial support as part of our employee programs. Notes
USI is committed to a diverse and inclusive workplace and supports community engagement and sustainability. Our I\'m With U program educates and supports associates and communities. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Insurance
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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 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 with prospective partners such as lawyers, financial services professionals, realtors and other professionals serving the affluent 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. Prospect, engage, and provide value-added services to the clients of external centers of influence. Build strong working relationships with Commercial Lines and Employee Benefits staff. Establish a trusted partner and advisor relationship with clients and prospects. Develop and support cross-selling strategies for existing clients and new relationships. Participate in, and when necessary lead, meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists and maintenance of 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 individualized insurance programs to prospective clients. Flexibility in schedule is required, including some evening hours. Knowledge, Skills And Abilities
Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Must have personal lines insurance industry experience. Ability to travel 50% or more of the time and meet with clients. Good teamwork skills with ability to work with minimum supervision. Highly motivated, goal-oriented and organized individual driven to achieve sales goals. Good customer service skills applicable to the sales process. Strong knowledge of carriers and the 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 equivalency degree required. Active property/casualty license required (or must be obtained within 60 days of hire). Proficient in Microsoft Office suite of products. WhyUSI
With approximately $3 billion in revenue and over 10,500 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 growth through our development and recognition programs. USI Resources and Programs
USI ONE Advantage® delivers risk management and benefit solutions with bottom-line impact. USI ONE represents Omni, Network, Enterprise. We develop programs that are easy to understand and demonstrate positive economic impact. Recognition and Benefits
USI offers competitive pay, commission, incentives and benefits. Our top performers are recognized through programs such as USI PEAK. We provide wellness programs, scholarships, and financial support as part of our employee programs. Notes
USI is committed to a diverse and inclusive workplace and supports community engagement and sustainability. Our I\'m With U program educates and supports associates and communities. Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Finance and Sales Industries: Insurance
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