Personal Risk Specialist
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. In addition to cross?selling, the role is expected to establish additional sources of clients.
Responsibilities
- Schedule appointments and visit high net worth individuals to understand lifestyle, concerns and unique insurance needs, providing consultative advice to tailor personal risk management solutions.
- Achieve annualized new business sales goals based on target market.
- Develop lists of prospective centers of influence and lead sources in the target group for USI One Advantage.
- Penetrate assigned prospect targets using the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other affluent?segment professionals.
- Identify and overcome sales obstacles on a prospect?specific basis.
- Develop and deploy sales and marketing strategies and periodic communications to optimize USIs market position.
- Meet with external centers of influence to prospect, engage and provide value?added service to their clients.
- Build strong relationships and win confidence of Commercial Lines and Employee Benefits production staff.
- Establish relationship as trusted partner and advisor to clients and prospects.
- Develop and support cross?selling strategies for existing clients and new relationships.
- Participate in and, as necessary, lead meetings with existing and prospective clients.
- Manage employee and prospect data, develop prospect lists, maintain 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.
- Flexible schedule; requires some evening hours.
Knowledge, Skills & 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%+ of the time and meet with clients.
- Teamwork skills with ability to work with minimal supervision.
- Highly motivated, goal?oriented and organized.
- Good customer service skills applicable to sales process.
- Strong knowledge of carriers and personal insurance marketplace.
- Understanding and 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 must be obtained within 60 days of hire).
- Proficient in MS Office suite.
Why USI?
With approximately $3?billion in revenue and over 10?500 associates across about 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI offers a dynamic professional development culture, strong employee reward and recognition programs, and a supportive environment for growth.
USI ONE Advantage delivers risk management and benefit solutions with a measurable financial impact. USI PEAK recognizes top sales associates with exclusive incentives and rewards.
USI is committed to community engagement, environmental sustainability, diversity and inclusion, and provides a comprehensive benefits package including medical, wellness, dental, vision, 401(k), flexible spending, disability, life insurance, paid family leave, and paid holiday time.
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