Personal Risk Specialist

Overview

The Person al 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, a primary focus for business development is to establish additional sources of clients.

• Schedule appointments and visit high net worth individuals to understand their lifestyle, concerns and unique insurance needs; provide consultative advice to tailor personal risk management solutions.
• Achieve new business sales goals on an annualized basis based on our target market.
• Develop lists of prospective centers of influence and lead sources with clients in the target group for the USI One Advantage.
• Penetrate assigned prospect targets using the Engagement Platform with prospective business partners such as lawyers, financial services professionals, realtors and other professionals serving the affluent market.
• Identify and overcome sales obstacles on a prospect-specific basis.
• Develop and deploy sales and marketing strategies with periodic communications to optimize USI's position in the marketplace.
• Meet with external centers of influence to prospect and serve as a value-added service for clients of the center of influence.
• Build strong working relationships with Commercial Lines and Employee Benefits production staff; establish relationships as a 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 from business clients, and maintain activity records in USI CRM and sales tracking programs.
• Develop and oversee preparation of proposals for Personal Risk Management clients and prospects; research and assist in writing responses to clients; present individualized insurance programs to prospective clients.
• Flexibility in schedule—requires some evening hours.

• Minimum of 3 years in High Net Worth or personal insurance sales or service.
• Outstanding written and oral communication skills.
• Must have personal lines insurance industry experience.
• Ability to travel 50% or more of the time and meet with clients.
• Good teamwork skills with the ability to work with minimal supervision.
• Highly motivated, goal-oriented and organized individual driven to achieve sales goals.
• Good customer service skills applicable to the sales process.
• Strong knowledge of carriers and the personal insurance marketplace.
• Understand and commit 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.

With approximately $3 billion in revenue and over 10,500 associates across ~200 offices nationwide, USI is a large insurance brokerage and consulting firm. We invest in our associates and support their growth through development programs and rewards.

USI ONE Advantage® and related programs are highlighted as part of our value proposition. We emphasize awards, benefits, wellness programs, and community engagement. The content below reflects company messaging and recognitions and is relevant to applicants reviewing the employer’s culture and opportunities.