Personal Risk Specialist

Personal Risk Specialist – USI Insurance Services

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

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, the role emphasizes business development by establishing additional client acquisition sources.

• Schedule appointments and meet with high‑net‑worth individuals to understand their lifestyle, concerns, and unique insurance needs, providing consultative advice to tailor personal risk management solutions.
• Achieve annual new‑business sales goals based on the target market.
• Develop lists of prospective centers of influence and lead sources for clients within the target group for USI One Advantage.
• Penetrate assigned prospects using the Engagement Platform process with 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 USI’s marketplace position.
• Meet with external centers of influence to prospect, engage, and serve as a value‑added service for their clients.
• Build strong relationships and earn the confidence of Commercial Lines and Employee Benefits production staff.
• Establish yourself as a trusted partner and advisor to clients and prospects.
• Support cross‑selling strategies for existing and new clients.
• Participate in and, as needed, lead meetings with existing and prospective clients.
• Manage employee and prospect data, develop prospect lists, and maintain activity records in USI CRM and sales tracking programs.
• Prepare proposals for Personal Risk Management clients, research and assist in writing responses, and present individualized insurance programs.
• Maintain flexibility in schedule, requiring some evening hours.

• Minimum 3 years in high‑net‑worth or personal insurance sales/service.
• Outstanding written and oral communication skills.
• Prior personal lines insurance industry experience.
• Willingness to travel 50% or more of the time and meet clients.
• Good teamwork skills and the ability to work with minimal supervision.
• Highly motivated, goal‑oriented, organized, and driven to achieve sales goals.
• Strong customer service skills applicable to the sales process.
• Solid knowledge of carriers and the personal insurance marketplace.
• 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 to be obtained within 60 days of hire).
• Proficiency in MS Office suite.

With approximately $3 billion in revenue and over 10 500 associates across 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms worldwide. We provide a dynamic learning culture, comprehensive development programs, and a host of employee recognition and reward initiatives.

USI One Advantage®—a game‑changing value proposition—delivers robust risk management and benefit solutions with visible financial impact. Our USI PEAK incentives reward top sales associates, while our wellness program, scholarship opportunities, and financial assistance help associates thrive.

USI is committed to community engagement, environmental sustainability, and building a diverse, equitable workplace through programs like I’m With U.

Mid‑Senior level

Full‑time

Finance and Sales

Insurance

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