USI Insurance Services
Personal Risk Specialist
role at
USI Insurance Services
Description and Requirements The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross‑selling, this role is also expected to establish additional sources of clients.
Primary Responsibilities
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
Achieve new business sales goals on an annualized basis based on our target market.
Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage®.
Successfully penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
Demonstrate the ability to identify and overcome sales obstacles on a prospect‑specific basis.
Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
Meet with external centers of influence to prospect, engage and ultimately serve as a value‑added service that is provided to the clients of the center of influence.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a relationship as a trusted partner and advisor to clients and prospects.
Develop and support cross‑selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI’s CRM and sales tracking programs.
Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
Flexibility in schedule is a must – requires some evening hours.
Knowledge, Skills And Abilities
Minimum of 3 years in High Net Worth or personal insurance sales or service.
Outstanding written and oral communication skills.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with an ability to work with minimum supervision.
Highly motivated, goal‑oriented and organized individual driven to achieve sales goals.
Good customer service skills that can be applied to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred; high school diploma or graduate equivalent required.
Active property/casualty license required (or must be obtained within 60 days of hire).
Proficient in Microsoft Office suite of products.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms. We invest heavily in our associates, fostering a dynamic personal and professional development culture and a unique employee reward and recognition program.
Unrivaled Resources and Support USI ONE Advantage® delivers clients 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. Through USI ONE, strategic, timely and effective programs are developed in terms that are easy to understand, demonstrating a positive economic impact.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay, commission, incentives and benefits, USI recognizes top sales associates through USI PEAK, rewarding superior results. Employee programs honor outstanding achievements, support wellness and financial assistance.
Deep Community Engagement Committed to giving back, USI supports local non‑profits, animal shelters and environmental projects, partnering with eco‑conscious vendors and reducing its environmental footprint.
Committed to a Diverse and Inclusive Workplace USI’s I’m With U diversity and inclusion program empowers associates to better serve clients, prospects and communities through education, training resources, support programs and outreach initiatives.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
Included in Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
Certified as a Great Place To Work two years in a row (2024‑2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI offers a comprehensive suite of benefits: medical, wellness, dental and vision, 401(k), flexible spending, health savings accounts, short and long‑term disability, life insurance, and other employer‑sponsored and voluntary programs. A generous paid family leave benefit and paid holiday time are also provided.
Additional Information Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industry: Insurance
#J-18808-Ljbffr
role at
USI Insurance Services
Description and Requirements The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross‑selling, this role is also expected to establish additional sources of clients.
Primary Responsibilities
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
Achieve new business sales goals on an annualized basis based on our target market.
Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage®.
Successfully penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
Demonstrate the ability to identify and overcome sales obstacles on a prospect‑specific basis.
Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
Meet with external centers of influence to prospect, engage and ultimately serve as a value‑added service that is provided to the clients of the center of influence.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a relationship as a trusted partner and advisor to clients and prospects.
Develop and support cross‑selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI’s CRM and sales tracking programs.
Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
Flexibility in schedule is a must – requires some evening hours.
Knowledge, Skills And Abilities
Minimum of 3 years in High Net Worth or personal insurance sales or service.
Outstanding written and oral communication skills.
Personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with an ability to work with minimum supervision.
Highly motivated, goal‑oriented and organized individual driven to achieve sales goals.
Good customer service skills that can be applied to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred; high school diploma or graduate equivalent required.
Active property/casualty license required (or must be obtained within 60 days of hire).
Proficient in Microsoft Office suite of products.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms. We invest heavily in our associates, fostering a dynamic personal and professional development culture and a unique employee reward and recognition program.
Unrivaled Resources and Support USI ONE Advantage® delivers clients 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. Through USI ONE, strategic, timely and effective programs are developed in terms that are easy to understand, demonstrating a positive economic impact.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition In addition to competitive pay, commission, incentives and benefits, USI recognizes top sales associates through USI PEAK, rewarding superior results. Employee programs honor outstanding achievements, support wellness and financial assistance.
Deep Community Engagement Committed to giving back, USI supports local non‑profits, animal shelters and environmental projects, partnering with eco‑conscious vendors and reducing its environmental footprint.
Committed to a Diverse and Inclusive Workplace USI’s I’m With U diversity and inclusion program empowers associates to better serve clients, prospects and communities through education, training resources, support programs and outreach initiatives.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
Included in Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
Certified as a Great Place To Work two years in a row (2024‑2025).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
USI offers a comprehensive suite of benefits: medical, wellness, dental and vision, 401(k), flexible spending, health savings accounts, short and long‑term disability, life insurance, and other employer‑sponsored and voluntary programs. A generous paid family leave benefit and paid holiday time are also provided.
Additional Information Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Finance and Sales
Industry: Insurance
#J-18808-Ljbffr