Program Producer - Financial Services Job at USI Insurance Services in Dallas

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This job is active and accepting applications.

Description and Requirements

Responsibilities

• Achieve annualized new business sales goals in target markets related to program-specific verticals.
• Work with Practice Leader/Program Executive to declare a primary industry specialization.
• Retain at least 92% of business year over year with assistance from leadership and account management staff.
• Maintain a list of prospective COI and lead sources within target groups.
• Research prospects, develop customized messaging, and generate new business leads.
• Develop and execute sales business plans, prospect effectively, and overcome sales obstacles.
• Support cross-selling strategies to enhance relationships.
• Explain our competitive differentiation and solutions clearly.
• Innovate for clients using market knowledge and technical insurance understanding.
• Participate in meetings, seminars, trade shows, and networking events.
• Use USI’s contact management and sales automation tools effectively.
• Collaborate with Program Managers, Underwriters, and service teams.
• Engage in professional development and training.
• Represent USI positively in various forums.
• Demonstrate strong knowledge of competitors.
• Attend and participate in USI training and sales support programs.
• May oversee the work of others.

Knowledge, Skills And Abilities

• 3+ years in insurance or related sales, with a successful sales track record.
• High school diploma or equivalent; college degree preferred.
• Hold or obtain Property & Casualty and/or relevant business licenses.
• Experience with CRM and sales cycle software.
• Proficient in Microsoft Office.
• Personable, motivated, goal-oriented, with excellent communication and negotiation skills.
• Organized with strong follow-up skills.
• Understanding of Property and Casualty insurance.
• Positive, resourceful, and consultative approach.
• Excellent listening skills and customer focus.
• Ability to interact with senior management and maintain executive presence.
• Willing to travel approximately 50% of the time.

USI offers comprehensive benefits including health, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid time off, and family leave.