USI Insurance Services
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
Achieve annualized new business sales goal of $80k in our target market of companies with sales of less than $10mm.
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. Overcome sales obstacles on a prospect-specific basis.
Build client and prospect pipeline. Develop cross‑selling strategies for existing clients.
Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
Take part in national vertical meetings and video calls.
Engage in meetings on preparing for first appointments and closing and retaining business.
Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
Participate in USI’s industry training and sales support programs.
Pursue cross‑selling opportunities to enhance prospect and client relationships.
Work 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.
Knowledge, Skills, and Abilities
2+ years of sales experience in an insurance brokerage with a proven track record of sales success.
College degree preferred.
Must hold a Property & Casualty insurance license.
Strong knowledge of Property & Casualty insurance.
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow‑up skills.
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.
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. We invest heavily in our associates and celebrate their growth and success through unique reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact. It represents Omni, Network, Enterprise – the three key elements that set USI apart from the competition.
Pathways to Promotion USI sales associates are equipped with an industry‑leading training program called USI ONE® Academy. The average promotion timeline from small business sales to middle market is 12‑36 months.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK. Employees also benefit from a wellness program, college scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement USI is committed to giving back to local communities, supporting environmental sustainability, and partnering with eco‑conscious vendors.
Committed to a Diverse, Equitable, and Inclusive Workplace The “I’m With U” diversity, equity, and inclusion program educates associates to better serve clients and communities through curated training and outreach initiatives.
Nationally Recognized as a Top Insurance Employer
Recognized as Insurance Business America’s Top Insurance Employer for seven consecutive years (2018‑2024).
Named to Business Insurance’s Best Places to Work in Insurance list for five years in a row (2020‑2024).
Included in Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
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.
Benefits USI offers a full suite of competitive benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, and paid family leave. Paid holiday time is also provided.
Salary Range $80,000‑$90,000
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Responsibilities
Achieve annualized new business sales goal of $80k in our target market of companies with sales of less than $10mm.
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. Overcome sales obstacles on a prospect-specific basis.
Build client and prospect pipeline. Develop cross‑selling strategies for existing clients.
Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
Take part in national vertical meetings and video calls.
Engage in meetings on preparing for first appointments and closing and retaining business.
Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
Participate in USI’s industry training and sales support programs.
Pursue cross‑selling opportunities to enhance prospect and client relationships.
Work 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.
Knowledge, Skills, and Abilities
2+ years of sales experience in an insurance brokerage with a proven track record of sales success.
College degree preferred.
Must hold a Property & Casualty insurance license.
Strong knowledge of Property & Casualty insurance.
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow‑up skills.
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.
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. We invest heavily in our associates and celebrate their growth and success through unique reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with bottom‑line financial impact. It represents Omni, Network, Enterprise – the three key elements that set USI apart from the competition.
Pathways to Promotion USI sales associates are equipped with an industry‑leading training program called USI ONE® Academy. The average promotion timeline from small business sales to middle market is 12‑36 months.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK. Employees also benefit from a wellness program, college scholarships for associates’ children, and financial assistance in times of need.
Deep Community Engagement USI is committed to giving back to local communities, supporting environmental sustainability, and partnering with eco‑conscious vendors.
Committed to a Diverse, Equitable, and Inclusive Workplace The “I’m With U” diversity, equity, and inclusion program educates associates to better serve clients and communities through curated training and outreach initiatives.
Nationally Recognized as a Top Insurance Employer
Recognized as Insurance Business America’s Top Insurance Employer for seven consecutive years (2018‑2024).
Named to Business Insurance’s Best Places to Work in Insurance list for five years in a row (2020‑2024).
Included in Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
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.
Benefits USI offers a full suite of competitive benefits, including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long‑term disability, life insurance, and paid family leave. Paid holiday time is also provided.
Salary Range $80,000‑$90,000
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