USI Insurance Services
Personal Risk Specialist
USI Insurance Services – Outside Sales Position – Serving affluent and high net‑worth clients.
General Description : The Personal Risk Specialist focuses on developing new business and cross‑selling personal insurance solutions tailored to high net‑worth individuals.
Responsibilities
Schedule and conduct appointments with high‑net‑worth individuals to understand their lifestyle, concerns and insurance needs.
Provide consultative advice to tailor personal risk management solutions.
Achieve new business sales goals on an annualized basis based on the target market.
Develop lists of prospective centers of influence and lead sources that fall within the target group for USI One Advantage.
Penetrate assigned prospect targets using the Engagement Platform process with professional partners such as lawyers, financial services professionals, realtors, and other affluent‑segment service providers.
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 with Commercial Lines and Employee Benefits production staff.
Establish yourself as a trusted partner and advisor to clients and prospects.
Support cross‑selling strategies for existing clients and new relationships.
Lead (or participate in) meetings with existing and prospective clients.
Manage employee and prospect data, including prospect list development, activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research and assist in writing responses, and present personalized insurance programs.
Provide flexibility in schedule, including evening hours.
Knowledge, Skills and Abilities
Minimum of 3 years experience 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.
Strong teamwork skills and ability to work with minimal supervision.
Highly motivated, goal‑oriented and organized, driven to achieve individual sales goals.
Good customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understanding and commitment to mutual objectives of the Personal Insurance Practice and Regional Office.
Preferred: college degree; required: high school diploma or graduate equivalent.
Active property‑casualty license required (or must be obtained within 60 days of hire).
Proficiency in MS Office suite of products.
Why USI? USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across 200 offices nationwide. We offer a dynamic personal and professional development culture, one‑of‑a‑kind employee reward and recognition programs, and deep community engagement.
We provide access to the
USI ONE Advantage , a value proposition delivering risk management and benefit solutions that have direct financial impact. You will be part of a culture that celebrates growth and success.
Competitive pay, commission, incentives and benefits. Our award‑winning wellness program, scholarships, and financial help are part of the package.
Location and Compensation Memphis, TN – Salary range $65,000‑$75,000 per year. Full‑time, Mid‑Senior level.
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General Description : The Personal Risk Specialist focuses on developing new business and cross‑selling personal insurance solutions tailored to high net‑worth individuals.
Responsibilities
Schedule and conduct appointments with high‑net‑worth individuals to understand their lifestyle, concerns and insurance needs.
Provide consultative advice to tailor personal risk management solutions.
Achieve new business sales goals on an annualized basis based on the target market.
Develop lists of prospective centers of influence and lead sources that fall within the target group for USI One Advantage.
Penetrate assigned prospect targets using the Engagement Platform process with professional partners such as lawyers, financial services professionals, realtors, and other affluent‑segment service providers.
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 with Commercial Lines and Employee Benefits production staff.
Establish yourself as a trusted partner and advisor to clients and prospects.
Support cross‑selling strategies for existing clients and new relationships.
Lead (or participate in) meetings with existing and prospective clients.
Manage employee and prospect data, including prospect list development, activity records in USI CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research and assist in writing responses, and present personalized insurance programs.
Provide flexibility in schedule, including evening hours.
Knowledge, Skills and Abilities
Minimum of 3 years experience 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.
Strong teamwork skills and ability to work with minimal supervision.
Highly motivated, goal‑oriented and organized, driven to achieve individual sales goals.
Good customer service skills applicable to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understanding and commitment to mutual objectives of the Personal Insurance Practice and Regional Office.
Preferred: college degree; required: high school diploma or graduate equivalent.
Active property‑casualty license required (or must be obtained within 60 days of hire).
Proficiency in MS Office suite of products.
Why USI? USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across 200 offices nationwide. We offer a dynamic personal and professional development culture, one‑of‑a‑kind employee reward and recognition programs, and deep community engagement.
We provide access to the
USI ONE Advantage , a value proposition delivering risk management and benefit solutions that have direct financial impact. You will be part of a culture that celebrates growth and success.
Competitive pay, commission, incentives and benefits. Our award‑winning wellness program, scholarships, and financial help are part of the package.
Location and Compensation Memphis, TN – Salary range $65,000‑$75,000 per year. Full‑time, Mid‑Senior level.
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