USI Insurance Services · 3 weeks ago
Personal Risk Specialist
Irvine, CA
Full-time
Onsite
Mid Level
$80K/yr - $90K/yrUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, dedicated to serving affluent and high net worth clients. The Personal Risk Specialist role focuses on outside sales, establishing client relationships, and providing tailored insurance solutions to meet unique personal risk management needs.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly
Achieve new business sales goals on an annualized basis based on our target market
In order 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 the 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 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 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, as well as 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
Qualification
Required
Experience in outside sales, particularly in serving affluent/high net worth clients
Ability to provide consultative advice to tailor personal risk management solutions
Proven track record of achieving new business sales goals
Experience in developing lists of prospective centers of influence and lead sources
Demonstrated ability to penetrate assigned prospect targets utilizing engagement processes
Ability to identify and overcome sales obstacles on a prospect-specific basis
Experience in developing and deploying sales and marketing strategies
Ability to build strong working relationships with Commercial Lines and Employee Benefits production staff
Establishing relationships as a trusted partner and advisor to clients and prospects
Experience in developing and supporting cross-selling strategies
Ability to participate and lead meetings with existing and prospective clients
Experience in managing employee and prospect data, including maintaining activity records in CRM and sales tracking programs
Benefits
Competitive pay and commission
Incentives
Employee programs that recognize outstanding achievement
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
Founded in 1994
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
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