PL Personal Risk Specialist

Talent Acquisition, Personal Risk - Premier at USI Insurance - Recognized by Forbes as one of America’s BEST large employers!

General Description: The Person al Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. The role focuses on cross‑selling and establishing additional sources of clients.

• Schedule appointments with high net worth individuals, understand their lifestyle and insurance needs, and 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 within the target group for the USI ONE Advantage®.
• Penetrate assigned prospect targets using USI’s Engagement Platform with prospects such as lawyers, financial professionals, realtors and other affluent‑market 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 working relationships and gain trust of Commercial Lines and Employee Benefits production staff.
• Establish a relationship as a trusted partner and advisor to clients and prospects.
• Develop and support cross‑selling strategies for existing clients and new relationships.
• Participate and lead meetings with existing and prospective clients as necessary.
• Manage employee and prospect data, including prospect list development and activity record maintenance in USI’s CRM and sales tracking programs.
• Prepare proposals for Personal Risk Management clients and prospects, research, assist in writing responses and present personalized insurance programs.
• Provide flexible schedule, including evening hours.

• Minimum 3 years in high net worth or personal insurance sales or service.
• Outstanding written and oral communication skills.
• Personal lines insurance industry experience.
• Ability to travel 50% or more of the time.
• Teamwork skills with minimal supervision required.
• Highly motivated, goal‑oriented, 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.
• 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 Microsoft Office suite.

With approximately $3 billion in revenue and over 10 500 associates, USI is a global insurance brokerage and consulting firm. We offer dynamic professional development, competitive pay, a robust rewards program, employee wellness and community engagement initiatives, and a diverse‑inclusive workplace culture.

Salary Range: 80,000–110,000