Producer - Employee Benefits Job at USI Insurance Services in Tulsa

Overview

Producer - Employee Benefits role at USI Insurance Services. Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

Responsibilities

• Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year.
• Meet new business activity and quality appointment goals.
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Develop sales business plan and use effective prospecting strategies.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Take part in national and regional meetings and video calls.
• Engage in meetings on preparing for first appointments advancing, closing, and retaining of business.
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources.
• Participate in USI’s industry training and sales support programs.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Collaborate with account management team on significant account management services for clients.
• Demonstrate strong knowledge of USI competitors.
• Positively represent USI in meetings, seminars, trade shows and networking events.

Qualifications

• 3 years + of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Life and Health insurance license.
• Strong knowledge of Employee Benefits.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Strong visibility within the Human Resources and benefits community.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and have a top-level executive presence.

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. USI fosters a dynamic personal and professional development culture and invests in its associates, recognizing growth and success through reward and recognition programs.

Resources and Support

USI ONE Advantage is a game-changing value proposition that delivers a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Sales Rewards, Programs, and Recognition

In addition to competitive pay and commission, incentives and benefits, USI recognizes top sales associates through USI PEAK, and offers rewards programs aligned with achieving superior results. We also provide wellness programs, college scholarships for associates' children, and financial help in times of need.

• Recognized as one of Insurance Business America's Top Insurance Employers for seven consecutive years (2018-2024).
• Named to Business Insurance’s Best Places to Work in Insurance list for five consecutive years (2020-2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
• 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.

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions.

Benefits

USI is committed to providing a full suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other programs. We also offer a generous paid family leave benefit as well as paid holiday time.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Design, Art/Creative, and Information Technology

Industries

• Insurance

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