Personal Risk Specialist

General Description

Outside sales position. Serves the unique insurance needs of high net worth personal risk clients. Establishes new client pipeline and cross-sells from other USI lines of business.

• Achieve annualized new business sales goal of $100k in our target market.
• Meet new business activity and quality appointment goals. Identify and overcome obstacles on a prospect-specific basis.
• Understand the needs and concerns of high net worth clients. Offer consultative, customized solutions tailored to their individual needs.
• insurance buyer.
• Understand and explain USI’s competitive differentiation to clients and prospects. Create customized work product samples for prospects.
• Developsales business plan and use effective prospecting strategies.
• Take part in national Personal Risk meetings and video conference calls.
• Engage in meetings on earning and preparing for first appointments.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Oversee preparation of proposals for Personal Risk Management clients and prospects. Present personalized insurance programs to prospective clients.
• Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
• Work collaboratively with account management team and other staff.

• 3-5 years in High Net Worth or personal insurance sales or service.
• Must hold a personal lines insurance license. College degree preferred.
• Strong knowledge of personal risk insurance coverages.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• A consultative, positive and resourceful approach to dealing with prospect, clients and associates.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and have a top-level executive presence.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.