3+ years in insurance, carrier, or related business sales experience with a focus on senior executives
High school diploma required; college degree preferred
Must hold or obtain Property & Casualty and/or relevant business licenses
Experience with sales cycle software/CRM
Proficiency in Microsoft Office
Strong understanding of Property and Casualty insurance concepts
Ability to travel 50% of the time
Responsibilities
Achieve annual new business sales goals in targeted industry verticals
Specify a primary industry specialization with leadership guidance
Maintain a retention rate of at least 92% year over year
Compile a list of prospective clients and centers of influence
Research and develop tailored messaging for individual programs
Create and implement a sales business plan using effective prospecting techniques
Support cross-selling strategies to deepen client relationships
Benefits
Comprehensive health, dental, and vision insurance
401(k) retirement plan
Flexible spending and health savings accounts
Short and long-term disability insurance
Life insurance
Generous paid family leave
Paid holiday time
Full Job Description
Description and Requirements
General Description: Outside specialty sales position. Responsible for driving new business sales, retention, and growing program specific business. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross selling programs where applicable.
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 centers of influence 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. Includes 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.
Knowledge, Skills and Abilities:
3+ years in insurance, carrier, or related business sales experience including calling on senior executives. Track record of sales success.
High school diploma or graduate equivalent degree required; college degree preferred.
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.
Ability to travel 50% of the time.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid family leave benefit as well as paid holiday time.
About USI Holdings Corporation
USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
