Apply on Employer Site

USI Insurance Services · 1 day ago

Program Producer - Financial Services

Dallas, TX

Full-time

Hybrid

Mid Level

3+ years exp

USI Insurance Services is a provider of insurance solutions, and they are seeking a Program Producer in Financial Services. This role involves driving new business sales and managing client relationships to enhance profitability and satisfaction within the lender placed hazard and flood insurance program.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

Achieve annualized new business sales goals in our target market of companies related to program specific verticals

Work with Practice Leader/Program Executive to declare a primary industry specialization (vertical)

With assistance from leadership and account management staff, retain at least 92% of business year over year

Maintain list of prospective COI and lead sources with clients that are in assigned target groups

Research prospects specific to individual programs and develop customized messaging. Generate new business leads and first appointment activity

Develop and execute sales business plan and use effective prospecting strategies. Identify and overcome sales obstacles with prospects

Develop and support cross-selling strategies to enhance prospect and client relationships

Understand and explain our competitive differentiation and solutions effectively

Innovate for clients using market knowledge and advanced understanding of technical insurance issues

Take part in national and regional vertical meetings and video calls

Engage in meetings on preparing for first appointments, advancing, closing, and retaining business

Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources

Collaborate with Program Managers, Underwriters, and service team to maximize results

Engage in professional development, including industry and organizational education and training

Positively represent USI in meetings, seminars, trade shows, and networking events

Demonstrate strong knowledge of USI competitors

May attend and actively participate in USI training and sales support programs

May direct the work of others

Qualification

Insurance sales experienceSales cycle software/CRMProperty & Casualty licensureMicrosoft Office proficiencyCommunication skillsListening skillsNegotiation skillsPresentation skillsOrganizational skillsCustomer focus

Required

3+ years in insurance, carrier, or brokerage sales experience including calling on senior executives, preferably in the financial institution crime and D&O space

Proven track record of sales success

High school diploma or graduate equivalent degree required

Must hold or will obtain Property & Casualty and/or appropriate business licensure

Experience utilizing sales cycle software/CRM

Proficient in the Microsoft Office suite of products

Personable, highly motivated and goal oriented. Driven to achieve individual sales goals

Superior communication, negotiation, and presentation skills

Excellent organizational and follow-up skills

Strong and/or developing understanding of Property and Casualty insurance

A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates

Excellent listening skills with strong customer focus

Ability to deal with senior level management and have a top-level executive presence