PL Personal Risk Specialist

PL Personal Risk Specialist

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

• Schedule appointments and visit high net worth individuals to understand lifestyle concerns and unique insurance needs, providing consultative advice to tailor personal risk management solutions.
• Achieve new business sales goals on an annualized basis based on target market.
• Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for USI One Advantage.
• Penetrate assigned prospect targets utilizing the Engagement Platform process 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.
• Deploy sales and marketing strategies along with periodic communications to optimize USI’s marketplace position.
• Meet with external centers of influence to prospect, engage and ultimately serve clients as a value‑added service.
• Build strong working relationships and gain confidence of Commercial Lines and Employee Benefits production staff.
• Establish 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, as necessary, lead meetings with existing and prospective clients.
• Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.
• Prepare proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individualized insurance programs to prospective clients.
• Show 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.
• Personal lines insurance industry experience.
• Ability to travel 50% or more of the time and meet with clients.
• Good teamwork skills with an ability to work with minimum supervision.
• Highly motivated, goal‑oriented and organized individual driven to achieve individual sales goals.
• Good 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 but high school diploma or graduate equivalent degree required.
• Active property‑casualty license required (or must be obtained within 60 days of hire).
• Proficient in MS Office suite of products.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI invests heavily in associates, creating a dynamic personal and professional development culture, celebrating growth and success through employee reward and recognition programs.

USI ONE Advantage® delivers robust risk management and benefit solutions with bottom‑line financial impact, demonstrating how solutions can positively impact economics.

USI’s I’m With U diversity and inclusion program educates associates, serving clients, prospects, fellow team members, and local communities through curated education, training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

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

USI offers a competitive benefits package including medical, wellness, dental and vision, 401(k) with match, flexible spending and health savings accounts, short and long‑term disability, life insurance, paid family leave, and paid holiday time. Employees also enjoy generous paid family leave, paid holiday time, and a generous paid family leave benefit.