Producer - Lawyers Professional Job at USI Insurance Services in Newtown Square
USI Insurance Services, Newtown Square, Delaware County, United States
Overview
Producer - Lawyers Professional at USI Insurance Services. Outside specialty sales position focused on driving new business sales, retention, and growing program-specific business. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross-selling programs where applicable.
Responsibilities
- Achieve annualized new business sales goals in our target market of companies related to program specific verticals.
- Work with Practice Leader/Program Executive to declare a primary industry specialization (vertical).
- With assistance from leadership and account management staff, retain at least 92% of business year over year.
- Maintain list of prospective centers of influence and lead sources with clients that are in assigned target groups.
- Research prospects specific to individual programs and develop customized messaging. Generate new business leads and first appointment activity.
- Develop and execute sales business plan and use effective prospecting strategies. Identify and overcome sales obstacles with prospects.
- Develop and support cross-selling strategies to enhance prospect and client relationships.
- Understand and explain our competitive differentiation and solutions effectively.
- Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
- Take part in national and regional vertical meetings and video calls.
- Engage in meetings on preparing for first appointments, advancing, closing, and retaining 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.
- Collaborate with Program Managers, Underwriters, and service team to maximize results.
- Engage in professional development. Includes industry and organizational education and training.
- Positively represent USI in meetings, seminars, trade shows, and networking events.
- Demonstrate strong knowledge of USI competitors.
- May attend and actively participate in USI training and sales support programs.
- May direct the work of others.
Knowledge, Skills And Abilities
- 3+ years in insurance, carrier, or related business sales experience including calling on senior executives. Track record of sales success.
- High school diploma or graduate equivalent degree required; college degree preferred.
- Must hold or will obtain Property & Casualty and/or appropriate business licensure.
- Experience utilizing sales cycle software/CRM.
- Proficient in the Microsoft Office suite of products.
- Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
- Superior communication, negotiation, and presentation skills.
- Excellent organizational and follow-up skills.
- Strong and/or developing understanding of Property and Casualty insurance.
- A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
- Excellent listening skills with strong customer focus.
- Ability to deal with senior level management and have a top-level executive presence.
- Ability to travel 50% of the time.
Why USI?
Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI! 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 unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.
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