Personal Risk Specialist; Producer

Personal Risk Specialist (Producer)

Company: 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, this role is responsible for establishing additional sources of clients.

• Schedule appointments and visit high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
• Achieve new business sales goals on an annualized basis based on the target market.
• Develop prospect lists of centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage®.
• Penetrate assigned prospect targets utilizing USI’s Engagement Platform with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment.
• Identify and overcome sales obstacles on a prospect‑specific basis.
• Develop and deploy sales and marketing strategies, and periodic communications to optimize USI’s position in the marketplace.
• Meet with external centers of influence to prospect, engage and serve as a value‑added service to the clients of the center of influence.
• Build strong working relationships and earn the confidence of Commercial Lines and Employee Benefits production staff.
• Establish a trusted partnership and advisor relationship with clients and prospects.
• 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, including development of prospect lists, maintaining activity records in USI’s CRM and sales tracking programs.
• Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses, and present individual personalized insurance programs.
• Flexibility in schedule is a must – requires some evening hours.

• Minimum three years experience in high net worth or personal insurance sales/service.
• Outstanding written and oral communication skills.
• Personal lines insurance industry experience.
• Ability to travel 50% or more of the time and meet with clients.
• Good teamwork skills and ability to work with minimal supervision.
• Highly motivated, goal‑oriented, organized and driven to achieve individual sales goals.
• Strong customer service skills applicable to the sales process.
• Strong knowledge of carriers and personal insurance marketplace.
• Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
• College degree preferred; high school diploma or graduate equivalent required.
• Active property/casualty license required (or must be obtained within 60 days of hire).
• Proficient in Microsoft Office suite.

USI is one of the largest insurance brokerage firms in the world with approximately $3 billion in revenue and over 10 500 associates. The USI ONE Advantage® delivers robust risk‑management and benefit solutions with bottom‑line impact. USI offers competitive pay, commission, incentives, benefits, and a culture of professional development. Employees receive recognition programs (USI PEAK), wellness, financial aid, and benefits including healthcare, dental, vision, 401(k), and paid family leave.

• USI is recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
• Included in Fortune’s Best Workplaces in Financial Services & Insurance (2024‑2025).
• Certified Great Place To Work (2024‑2025).