Personal Risk Specialist

Personal Risk Specialist

Join to apply for the Personal Risk Specialist role at USI Insurance Services

We are seeking a results‑driven outside sales professional focused on serving high net worth clients and expanding our Personal Risk Management practice.

• Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions.
• Achieve annualized new business sales goals within the target market.
• Identify and develop lists of prospective centers of influence and lead sources that fall within the USI ONE Advantage® target group.
• Penetrate assigned prospect targets using USI’s Engagement Platform with influencers such as lawyers, financial professionals, realtors and others serving the affluent segment.
• Identify and overcome sales obstacles on a prospect‑specific basis.
• Develop and deploy sales and marketing strategies, and maintain periodic communications to optimize USI’s marketplace position.
• Meet with external centers of influence to prospect, engage and provide value‑added service to their clients.
• Build strong working relationships and gain the confidence of Commercial Lines and Employee Benefits production staff.
• Establish trusted advisory relationships with clients and prospects.
• Support cross‑selling strategies for both existing and new clients.
• Participate in and, when necessary, lead meetings with existing and prospective clients.
• Manage prospect data, develop prospect lists, and maintain activity records in USI’s CRM and sales tracking programs.
• Prepare proposals, research, and present individualized insurance programs to prospective clients.
• Be available for evening hours as required.

• Minimum 3 years of experience 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 and ability to work with minimal supervision.
• Highly motivated, goal‑oriented, and organized with a drive to achieve sales goals.
• Excellent customer service skills.
• Strong knowledge of carriers and the personal insurance marketplace.
• Commitment to the 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).
• Proficient in Microsoft Office suite.

Salary Range: $67,500 - $110,000

USI offers a comprehensive benefits package including medical, vision, dental, 401(k), flexible spending, disability, life insurance, paid family leave, paid holidays, and wellness programs.