Personal Risk Specialist

Personal Risk Specialist

A passionate individual needed for an outside sales role focused on serving the unique insurance needs of affluent/high net worth clients. The position focuses on cross‑selling, business development, and establishing additional client sources.

• Schedule appointments and visit with 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 our target market.
• Develop lists of prospective centers of influence and lead sources for clients in the target group for USI ONE Advantage®.
• Penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
• Identify and overcome sales obstacles on a prospect‑specific basis.
• Develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
• Meet with external centers of influence to prospect, engage and ultimately 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 relationship as a trusted partner and advisor to clients and prospects.
• Develop and support cross‑selling strategies for existing clients, as well as new relationships.
• Participate and lead meetings with existing and prospective clients as necessary.
• Manage employee and prospect data, including development of prospect lists from business clients and maintaining activity records in USI’s 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 personalized insurance programs.
• Flexibility in schedule is a must – 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 the ability to work with minimal supervision.
• Highly motivated, goal‑oriented and organized individual driven to achieve sales goals.
• Good customer service skills that can be applied to the sales process.
• Strong knowledge of carriers and personal insurance marketplace.
• Commitment 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 of products.

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 in the world. We invest heavily in associates, celebrating their growth and success through unique reward and recognition programs.

USI ONE Advantage® – a value proposition delivering risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart from the competition.

Competitive pay, commission, incentives and benefits. USI recognizes top sales associates through USI PEAK, rewarding performance. Employee programs promote healthy, productive lives through wellness, scholarships and financial help.

USI supports local communities, environmental sustainability, and partners with eco‑conscious vendors. We work together as ONE to build a better future.

USI’s “I’m With U” diversity and inclusion program educates associates to better serve clients and communities…