USI Insurance Services
PL Personal Risk Specialist
USI Insurance Services, Los Angeles, California, United States, 90079
Talent Acquisition, Personal Risk - Premier at USI Insurance - Recognized by Forbes as one of America’s BEST large employers!
General Description:
The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. The role focuses on cross‑selling and establishing additional sources of clients.
Primary Responsibilities
Schedule appointments with high net worth individuals, understand their lifestyle and insurance needs, and provide consultative advice to tailor personal risk management solutions.
Achieve new business sales goals on an annualized basis based on our target market.
Develop lists of prospective centers of influence and lead sources within the target group for the USI ONE Advantage®.
Penetrate assigned prospect targets using USI’s Engagement Platform with prospects such as lawyers, financial professionals, realtors and other affluent‑market professionals.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies, and periodic communications to optimize USI's marketplace position.
Meet with external centers of influence to prospect, engage and serve as a value‑added service for their clients.
Build strong working relationships and gain trust 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 and new relationships.
Participate and lead meetings with existing and prospective clients as necessary.
Manage employee and prospect data, including prospect list development and activity record maintenance in USI’s CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research, assist in writing responses and present personalized insurance programs.
Provide flexible schedule, including evening hours.
Knowledge, Skills and Abilities
Minimum 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.
Teamwork skills with minimal supervision required.
Highly motivated, goal‑oriented, organized individual driven to achieve sales goals.
Good customer service skills applicable to the sales process.
Strong knowledge of carriers and the personal insurance marketplace.
Commitment to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred; high school diploma or equivalent required.
Active property/casualty license required (or to be obtained within 60 days of hire).
Proficiency in Microsoft Office suite.
Why USI? With approximately $3 billion in revenue and over 10 500 associates, USI is a global insurance brokerage and consulting firm. We offer dynamic professional development, competitive pay, a robust rewards program, employee wellness and community engagement initiatives, and a diverse‑inclusive workplace culture.
Salary Range:
80,000–110,000
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The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. The role focuses on cross‑selling and establishing additional sources of clients.
Primary Responsibilities
Schedule appointments with high net worth individuals, understand their lifestyle and insurance needs, and provide consultative advice to tailor personal risk management solutions.
Achieve new business sales goals on an annualized basis based on our target market.
Develop lists of prospective centers of influence and lead sources within the target group for the USI ONE Advantage®.
Penetrate assigned prospect targets using USI’s Engagement Platform with prospects such as lawyers, financial professionals, realtors and other affluent‑market professionals.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies, and periodic communications to optimize USI's marketplace position.
Meet with external centers of influence to prospect, engage and serve as a value‑added service for their clients.
Build strong working relationships and gain trust 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 and new relationships.
Participate and lead meetings with existing and prospective clients as necessary.
Manage employee and prospect data, including prospect list development and activity record maintenance in USI’s CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research, assist in writing responses and present personalized insurance programs.
Provide flexible schedule, including evening hours.
Knowledge, Skills and Abilities
Minimum 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.
Teamwork skills with minimal supervision required.
Highly motivated, goal‑oriented, organized individual driven to achieve sales goals.
Good customer service skills applicable to the sales process.
Strong knowledge of carriers and the personal insurance marketplace.
Commitment to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred; high school diploma or equivalent required.
Active property/casualty license required (or to be obtained within 60 days of hire).
Proficiency in Microsoft Office suite.
Why USI? With approximately $3 billion in revenue and over 10 500 associates, USI is a global insurance brokerage and consulting firm. We offer dynamic professional development, competitive pay, a robust rewards program, employee wellness and community engagement initiatives, and a diverse‑inclusive workplace culture.
Salary Range:
80,000–110,000
#J-18808-Ljbffr