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 customised 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 licence.
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 organisational 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. USI has created a dynamic personal and professional development culture, invests heavily in its associates, and celebrates their growth through award‑winning programmes.
Unrivalled Resources and Support USI ONE Advantage® is a game‑changing value proposition delivering clients a robust set of risk‑management and benefit solutions with bottom‑line impact. It represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition, enabling strategic, timely, and effective programmes that are easy to understand.
Pathways to Promotion USI offers an industry‑leading training programme—USI ONE Academy—focused on messaging, articulation of technical solutions, and executive‑level networking. The average promotion timeline from small‑business sales to middle‑market sales is 12‑36 months.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition USI offers competitive pay, commission, incentives, benefits, and recognition programmes such as USI PEAK. Additional programmes support wellness, financial assistance, and scholarships for associates’ children.
Deep Community Engagement USI commits to giving back to local communities, supporting environmental sustainability, and partnering with eco‑conscious vendors to reduce its own footprint.
Committed to a Diverse, Equitable, and Inclusive Workplace USI’s I’m With U diversity, equity, and inclusion programme educates associates to better serve clients and communities through training, support programmes, and community outreach.
Nationally Recognised as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers, 2018‑2024.
Business Insurance’s Best Places to Work, 2020‑2024.
Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Glassdoor’s Best‑Led Company in the U.S., 2024.
Newsweek’s America’s Greatest Workplaces for Diversity, 2024.
Benefits USI offers a full‑suite of competitive benefits: medical, dental, vision, wellness, 401(k), HSA, disability, life insurance, paid family leave, and paid holidays.
Seniority Level Entry level
Employment Type Full‑time
Industries Insurance
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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 customised 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 licence.
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 organisational 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. USI has created a dynamic personal and professional development culture, invests heavily in its associates, and celebrates their growth through award‑winning programmes.
Unrivalled Resources and Support USI ONE Advantage® is a game‑changing value proposition delivering clients a robust set of risk‑management and benefit solutions with bottom‑line impact. It represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition, enabling strategic, timely, and effective programmes that are easy to understand.
Pathways to Promotion USI offers an industry‑leading training programme—USI ONE Academy—focused on messaging, articulation of technical solutions, and executive‑level networking. The average promotion timeline from small‑business sales to middle‑market sales is 12‑36 months.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition USI offers competitive pay, commission, incentives, benefits, and recognition programmes such as USI PEAK. Additional programmes support wellness, financial assistance, and scholarships for associates’ children.
Deep Community Engagement USI commits to giving back to local communities, supporting environmental sustainability, and partnering with eco‑conscious vendors to reduce its own footprint.
Committed to a Diverse, Equitable, and Inclusive Workplace USI’s I’m With U diversity, equity, and inclusion programme educates associates to better serve clients and communities through training, support programmes, and community outreach.
Nationally Recognised as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers, 2018‑2024.
Business Insurance’s Best Places to Work, 2020‑2024.
Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Glassdoor’s Best‑Led Company in the U.S., 2024.
Newsweek’s America’s Greatest Workplaces for Diversity, 2024.
Benefits USI offers a full‑suite of competitive benefits: medical, dental, vision, wellness, 401(k), HSA, disability, life insurance, paid family leave, and paid holidays.
Seniority Level Entry level
Employment Type Full‑time
Industries Insurance
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