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USI Insurance Services · 16 hours ago

Personal Risk Specialist (Producer)

Brookfield, WI

Full-time

Hybrid

Mid Level

3+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, focused on providing unique insurance solutions to affluent clients. The Personal Risk Specialist role involves outside sales, establishing client relationships, and tailoring personal risk management solutions to meet clients' needs.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

Responsibilities

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

To achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage ®

Successfully 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

Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis

Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace

The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value-added service that is provided to the clients of the center of influence

Build strong working relationships and win 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, as necessary, lead meetings with existing and prospective clients

Manage employee and prospect data, including the development of prospect lists from business clients, 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 to clients and present individual personalized insurance programs to prospective clients

Flexibility in schedule is a must – requires some evening hours

Qualification

High Net Worth insurancePersonal lines insuranceSales strategies developmentProperty/casualty licenseMicrosoft Office proficiencyCustomer service skillsWritten communicationOral communicationTeamwork skillsGoal-oriented