USI Insurance Services
Personal Risk Specialist/Producer
USI Insurance Services, Columbia, South Carolina, United States
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, the role is expected to establish additional sources of clients and develop key relationships with centers of influence. Responsibilities
Schedule appointments and visit high net worth individuals to understand lifestyle, concerns, and unique insurance needs, and provide consultative advice to tailor personal risk management solutions. Achieve new business sales goals on an annualized basis based on target market. Develop lists of prospective centers of influence and lead sources within the target group for USI One Advantage. Penetrate assigned prospects using the Engagement Platform process with prospective 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. Develop 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 serve as a value‑added service for clients of the center of influence. Build strong relationships and win confidence of Commercial Lines and Employee Benefits production staff. Establish relationships as a trusted partner and advisor to clients and prospects. Develop and support cross‑selling strategies for existing clients and new relationships. Participate in and, as necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including prospect lists, activity records in USI 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. 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 and ability to work with minimum supervision. Highly motivated, goal oriented, and organized individual driven to achieve sales goals. Strong customer service skills applicable 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; high school diploma or graduate equivalent required. Active property‑casualty license required (or must 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 in the world with over 10,500 associates across approximately 200 offices nationwide. USI invests heavily in associate development and offers a one‑of‑a‑kind employee reward and recognition program. Unrivaled Resources and Support
USI ONE Advantage® delivers robust risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart. Premier Sales Rewards, Industry‑Leading Programs, and Recognition
Competitive pay and commission, incentives, and benefits. USI PEAK rewards top sales associates for superior results. Employee programs recognize outstanding achievement and support healthy, productive lives. Award‑winning wellness program, college scholarships for associates’ children, and financial help in times of need. Deep Community Engagement
USI supports local communities and environmental sustainability through volunteer time, talent, and resources, partner with eco‑conscious vendors, and reduce its own environmental footprint. Committed to a Diverse and Inclusive Workplace
The I’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, and community through curated education and training resources, employee support programs, and community outreach initiatives. Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025). Certified as a Great Place To Work two years in a row (2024‑2025).
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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, the role is expected to establish additional sources of clients and develop key relationships with centers of influence. Responsibilities
Schedule appointments and visit high net worth individuals to understand lifestyle, concerns, and unique insurance needs, and provide consultative advice to tailor personal risk management solutions. Achieve new business sales goals on an annualized basis based on target market. Develop lists of prospective centers of influence and lead sources within the target group for USI One Advantage. Penetrate assigned prospects using the Engagement Platform process with prospective 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. Develop 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 serve as a value‑added service for clients of the center of influence. Build strong relationships and win confidence of Commercial Lines and Employee Benefits production staff. Establish relationships as a trusted partner and advisor to clients and prospects. Develop and support cross‑selling strategies for existing clients and new relationships. Participate in and, as necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including prospect lists, activity records in USI 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. 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 and ability to work with minimum supervision. Highly motivated, goal oriented, and organized individual driven to achieve sales goals. Strong customer service skills applicable 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; high school diploma or graduate equivalent required. Active property‑casualty license required (or must 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 in the world with over 10,500 associates across approximately 200 offices nationwide. USI invests heavily in associate development and offers a one‑of‑a‑kind employee reward and recognition program. Unrivaled Resources and Support
USI ONE Advantage® delivers robust risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart. Premier Sales Rewards, Industry‑Leading Programs, and Recognition
Competitive pay and commission, incentives, and benefits. USI PEAK rewards top sales associates for superior results. Employee programs recognize outstanding achievement and support healthy, productive lives. Award‑winning wellness program, college scholarships for associates’ children, and financial help in times of need. Deep Community Engagement
USI supports local communities and environmental sustainability through volunteer time, talent, and resources, partner with eco‑conscious vendors, and reduce its own environmental footprint. Committed to a Diverse and Inclusive Workplace
The I’m With U diversity and inclusion program educates associates to better understand and serve clients, prospects, and community through curated education and training resources, employee support programs, and community outreach initiatives. Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025). Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025). Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025). Certified as a Great Place To Work two years in a row (2024‑2025).
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