USI Insurance Services · 13 hours ago
Personal Solutions Specialist
Fort Lauderdale, FL
Full-time
Onsite
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expUSI Insurance Services is a leading insurance brokerage and consulting firm that provides comprehensive risk management and insurance consultation to high-net-worth individuals. The Personal Solutions Specialist role focuses on supporting new business sales efforts and building strong relationships with clients to deliver customized insurance solutions.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Achieve new business sales goals on an annualized basis based on our target market
Meet with prospects to understand their lifestyle, concerns, and unique insurance needs. Offer consultative, customized solutions tailored to their individual needs
Create and deliver professional presentations and proposals to internal and external clients and prospects. Illustrate the USI value proposition, industry trends, and customized insurance solutions
Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs
Identify and overcome sales obstacles on a prospect-specific basis
Engage, introduce, and position value-added third-party subject matter experts in response to client needs
Assist with preparation and editing of presentations, proposals, and correspondence
Gain and develop knowledge of industry trends as well as advise and influence the development of innovative, bespoke solutions in response to client needs
Successfully penetrate assigned prospect targets utilizing USI’s Engagement Platform
Coordinate and positively represent USI in meetings, seminars, trade shows, and networking events
Support cross-selling strategies for both new and existing clients
Qualification
Required
2 years + experience in personal insurance sales or service
High School diploma or equivalent degree required
Personal lines insurance industry experience required
Must hold a property-casualty license
Ability to travel 50% or more of the time to meet with clients
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals
Excellent organizational and follow-up skills
Strong customer service skills that can be applied to the sales process
Strong knowledge of carriers and the personal insurance marketplace
Good teamwork skills with the ability to work with minimal supervision
Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office
Excellent written and oral communication skills
Proficient in Microsoft Office suite of products
Preferred
College degree preferred
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
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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