PL Personal Risk Specialist
USI Insurance Services, Birmingham, Alabama, United States, 35275
PL Personal Risk Specialist
Join to apply for the PL Personal Risk Specialist role at USI Insurance Services
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 includes cross‑selling and establishing additional sources of clients.
Responsibilities
Schedule appointments and visit with high net worth individuals to understand lifestyle, concerns and unique insurance needs, and provide consultative risk‑management solutions.
Achieve new business sales goals on an annual basis.
Develop lists of prospective centers of influence and lead sources in the target market.
Penetrate assigned prospects using engagement platform with lawyers, financial advisors, realtors, and other professionals serving affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies and communications to optimize USI’s market position.
Meet external centers of influence to prospect, engage, and serve as a value‑added service to their clients.
Build strong relationships and win confidence of Commercial Lines and Employee Benefits staff.
Position as a trusted partner and advisor to clients and prospects.
Support cross‑selling for existing and new clients.
Participate in and lead meetings with existing and prospect clients.
Maintain employee and prospect data, build prospect lists in USI CRM and sales‑tracking tools.
Prepare proposals for Personal Risk Management clients and prospects; research, draft responses, present personalized programs.
Requires flexible schedule – some evening hours.
Knowledge, Skills And Abilities
Ideal candidate has at least 3 years in high‑net‑worth or personal insurance sales/service.
Outstanding written and oral skills.
Must have personal lines insurance industry experience.
Travel 50% or more, meet clients.
Teamwork with minimal supervision.
Highly motivated, goal‑oriented, organized individual driver to meet sales targets.
Customer service skills applicable to sales process.
Strong knowledge of carriers and personal insurance market.
Commit to mutual objectives of Personal Insurance Practice and Regional Office.
College degree preferred; high‑school diploma or equivalent required.
Active property‑casualty license required (or obtained within 60 days).
Proficient in MS Office suite.
Why USI? With over $2.7 billion revenue and more than 10,000 associates across ~200 offices, USI is a top insurance brokerage. USI creates a dynamic personal & professional development culture, invest heavily, celebrate growth and success via unique reward & recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers robust risk‑management and benefit solutions with financial impact. It consists of Omni, Network, Enterprise – the key elements setting USI apart from competition.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition Beyond competitive pay & commission, incentives, benefits, USI recognises top sales associates through USI PEAK, wellness programs, scholarship & financial aid.
Deep Community Engagement Committed to environmental sustainability, supporting local nonprofits, animal shelters, and beautification projects. Diversity, equity, & inclusion is core to USI culture.
Awards and Recognition
Recognized as one of Insurance Business America’s Top Insurance Employers 2018‑2024.
Named to Business Insurance’s list of Best Places to Work 2020‑2024.
Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Honored by Glassdoor as a Best‑Led Company (2024).
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity (2024).
Seniority level
Mid‑Senior level
Employment type
Part‑time
Job function
Finance and Sales
Insurance
Referrals Referrals increase your chances of interviewing at USI Insurance Services by 2x.
Sign in to set job alerts for “Risk Specialist” roles. Sign up to receive alerts for “Risk Specialist” roles.
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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 includes cross‑selling and establishing additional sources of clients.
Responsibilities
Schedule appointments and visit with high net worth individuals to understand lifestyle, concerns and unique insurance needs, and provide consultative risk‑management solutions.
Achieve new business sales goals on an annual basis.
Develop lists of prospective centers of influence and lead sources in the target market.
Penetrate assigned prospects using engagement platform with lawyers, financial advisors, realtors, and other professionals serving affluent segment.
Identify and overcome sales obstacles on a prospect‑specific basis.
Develop and deploy sales and marketing strategies and communications to optimize USI’s market position.
Meet external centers of influence to prospect, engage, and serve as a value‑added service to their clients.
Build strong relationships and win confidence of Commercial Lines and Employee Benefits staff.
Position as a trusted partner and advisor to clients and prospects.
Support cross‑selling for existing and new clients.
Participate in and lead meetings with existing and prospect clients.
Maintain employee and prospect data, build prospect lists in USI CRM and sales‑tracking tools.
Prepare proposals for Personal Risk Management clients and prospects; research, draft responses, present personalized programs.
Requires flexible schedule – some evening hours.
Knowledge, Skills And Abilities
Ideal candidate has at least 3 years in high‑net‑worth or personal insurance sales/service.
Outstanding written and oral skills.
Must have personal lines insurance industry experience.
Travel 50% or more, meet clients.
Teamwork with minimal supervision.
Highly motivated, goal‑oriented, organized individual driver to meet sales targets.
Customer service skills applicable to sales process.
Strong knowledge of carriers and personal insurance market.
Commit to mutual objectives of Personal Insurance Practice and Regional Office.
College degree preferred; high‑school diploma or equivalent required.
Active property‑casualty license required (or obtained within 60 days).
Proficient in MS Office suite.
Why USI? With over $2.7 billion revenue and more than 10,000 associates across ~200 offices, USI is a top insurance brokerage. USI creates a dynamic personal & professional development culture, invest heavily, celebrate growth and success via unique reward & recognition programs.
Unrivaled Resources and Support USI ONE Advantage® delivers robust risk‑management and benefit solutions with financial impact. It consists of Omni, Network, Enterprise – the key elements setting USI apart from competition.
Premier Sales Rewards, Industry‑Leading Programs, and Recognition Beyond competitive pay & commission, incentives, benefits, USI recognises top sales associates through USI PEAK, wellness programs, scholarship & financial aid.
Deep Community Engagement Committed to environmental sustainability, supporting local nonprofits, animal shelters, and beautification projects. Diversity, equity, & inclusion is core to USI culture.
Awards and Recognition
Recognized as one of Insurance Business America’s Top Insurance Employers 2018‑2024.
Named to Business Insurance’s list of Best Places to Work 2020‑2024.
Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
Honored by Glassdoor as a Best‑Led Company (2024).
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity (2024).
Seniority level
Mid‑Senior level
Employment type
Part‑time
Job function
Finance and Sales
Insurance
Referrals Referrals increase your chances of interviewing at USI Insurance Services by 2x.
Sign in to set job alerts for “Risk Specialist” roles. Sign up to receive alerts for “Risk Specialist” roles.
#J-18808-Ljbffr