USI Insurance Services
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. In addition to cross‑selling, this role is also expected to establish additional sources of clients and drive business development.
Primary Responsibilities
Schedule appointments and visit high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, and 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 with clients that fall in the target group for USI ONE Advantage®.
Penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors, and other professionals serving the affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
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 serve as a value‑added service for their clients.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a trusted partnership and advisory role with clients and prospects.
Support cross‑selling strategies for existing clients and new relationships.
Participate in, and when necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients and maintaining activity records in USI’s CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research, and assist in writing responses and presenting individualized insurance programs.
Flexible schedule, requiring occasional evening hours.
Knowledge, Skills And Abilities
Minimum 3 years in high net worth or personal insurance sales/service.
Outstanding written and oral communication skills.
Experience in the personal lines insurance industry.
Ability to travel 50% or more of the time and meet with clients.
Strong teamwork skills with the ability to work independently.
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 the personal insurance marketplace.
Commitment to the 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 obtainable within 60 days of hire).
Proficiency in Microsoft Office suite.
Why USI? With approximately $3 billion in revenue and over 10 500 associates across 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in employee development and celebrate growth through unique reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with a bottom‑line financial impact, leveraging the three key elements: Omni, Network, and Enterprise.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition Competitive pay, commission, incentives, and benefits, plus the USI PEAK program rewards top sales associates. We also offer employee programs that recognize achievement, support wellness, scholarships, and financial aid.
Deep Community Engagement USI supports local communities and sustainability through volunteer time, eco‑conscious partnerships, and environmental initiatives, working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace The I’m With U diversity and inclusion program educates associates to better serve clients and colleagues through training, support, and outreach.
Nationally Recognized as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers (2018‑2025)
Business Insurance’s best places to work list (2020‑2025)
Fortune’s Best Workplaces in Financial Services & Insurance (2024‑2025)
Great Place To Work certification (2024‑2025)
Benefits USI offers a full suite of competitive benefits including medical, wellness, dental, vision, 401(k), flexible spending & HSA, short‑term and long‑term disability, life insurance, paid family leave, and paid holidays.
Salary Range $80,000‑$110,000 (depends on experience)
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Primary Responsibilities
Schedule appointments and visit high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, and 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 with clients that fall in the target group for USI ONE Advantage®.
Penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors, and other professionals serving the affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
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 serve as a value‑added service for their clients.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a trusted partnership and advisory role with clients and prospects.
Support cross‑selling strategies for existing clients and new relationships.
Participate in, and when necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients and maintaining activity records in USI’s CRM and sales tracking programs.
Prepare proposals for Personal Risk Management clients and prospects, research, and assist in writing responses and presenting individualized insurance programs.
Flexible schedule, requiring occasional evening hours.
Knowledge, Skills And Abilities
Minimum 3 years in high net worth or personal insurance sales/service.
Outstanding written and oral communication skills.
Experience in the personal lines insurance industry.
Ability to travel 50% or more of the time and meet with clients.
Strong teamwork skills with the ability to work independently.
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 the personal insurance marketplace.
Commitment to the 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 obtainable within 60 days of hire).
Proficiency in Microsoft Office suite.
Why USI? With approximately $3 billion in revenue and over 10 500 associates across 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in employee development and celebrate growth through unique reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers a robust set of risk‑management and benefit solutions with a bottom‑line financial impact, leveraging the three key elements: Omni, Network, and Enterprise.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition Competitive pay, commission, incentives, and benefits, plus the USI PEAK program rewards top sales associates. We also offer employee programs that recognize achievement, support wellness, scholarships, and financial aid.
Deep Community Engagement USI supports local communities and sustainability through volunteer time, eco‑conscious partnerships, and environmental initiatives, working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace The I’m With U diversity and inclusion program educates associates to better serve clients and colleagues through training, support, and outreach.
Nationally Recognized as a Top Insurance Employer
Insurance Business America’s Top Insurance Employers (2018‑2025)
Business Insurance’s best places to work list (2020‑2025)
Fortune’s Best Workplaces in Financial Services & Insurance (2024‑2025)
Great Place To Work certification (2024‑2025)
Benefits USI offers a full suite of competitive benefits including medical, wellness, dental, vision, 401(k), flexible spending & HSA, short‑term and long‑term disability, life insurance, paid family leave, and paid holidays.
Salary Range $80,000‑$110,000 (depends on experience)
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