Select Commercial Lines Producer

General Description: Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small business clients. Cross-sell referrals from other business units and establish a pipeline of clients with sales less than $10mm.

Responsibilities:

1. Achieve an annualized new business sales goal of $80k in our target market of companies with sales of less than $10mm.
2. Meet new business activity and quality appointment goals.
3. Use USI resources to research prospects and develop customized messaging for prospects.
4. Understand and explain USIs competitive differentiation to clients and prospects.
5. Develop a sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis.
6. Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
7. Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
8. Participate in national vertical meetings and video calls.
9. Engage in meetings on preparing for first appointments and closing and retaining business.
10. Utilize USIs contact management and sales automation tools to support sales processes. Ensure timely and accurate input of information for sales and revenue projections.
11. Participate in USIs industry training and sales support programs.
12. Pursue cross-selling opportunities to enhance prospect and client relationships.
13. Collaborate with the account management team on significant account services.
14. Demonstrate strong knowledge of USI competitors.
15. Represent USI positively in meetings, seminars, trade shows, and networking events.

Knowledge, Skills, and Abilities:

• 2+ years of sales experience in an insurance brokerage with a proven success record.
• Must hold a Property & Casualty insurance license.
• Strong knowledge of Property & Casualty insurance.
• Personable, highly motivated, goal-oriented, and driven to achieve sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• Consultative, positive, and resourceful approach to prospects, clients, and colleagues.
• Excellent listening skills with a strong customer focus.
• Ability to engage with senior management and maintain an executive presence.

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Why USI?

USI is a leading insurance brokerage with over $2.7 billion in revenue, 10,000+ associates, and approximately 200 offices nationwide. We foster a dynamic culture focused on personal and professional growth, investing heavily in our associates and celebrating their success through unique reward and recognition programs.

Unrivaled Resources and Support

Our USI ONE Advantage offers comprehensive risk management and benefit solutions, emphasizing strategic, timely, and effective programs that demonstrate positive economic impact.

Pathways to Promotion

Our industry-leading USI ONE Academy provides sales training, and our Executive Series offers industry insights and networking opportunities. Our mentoring programs support career advancement, typically within 12-36 months from small business to middle market roles.

Premier Rewards and Recognition

We offer competitive pay, incentives, and benefits, including USI PEAK awards for top performers, wellness programs, scholarships, and financial assistance, fostering a supportive and rewarding environment.

Community Engagement and Diversity

USI is committed to community service and sustainability, supporting non-profits and eco-friendly initiatives. Our Im With U program promotes diversity, equity, and inclusion through education, support, and outreach.

Recognition

• Recognized as a Top Insurance Employer by Insurance Business America (2018-2024).
• Included in Business Insurances Best Places to Work in Insurance (2020-2024).
• Named to Fortunes 2024 Best Workplaces in Financial Services & Insurance.
• Recognized by Glassdoor as a Best-Led Company (2024).
• Awarded Americas Greatest Workplaces for Diversity by Newsweek (2024).