3+ years of sales experience in an insurance brokerage with a proven track record.
Preferred college degree.
Must hold a Life and Health insurance license.
Strong knowledge of Employee Benefits.
Personable, motivated, and goal-oriented with a drive for sales success.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow-up abilities.
Responsibilities
Achieve $200k in new business sales annually in the target market of companies with 200-2,000 employees.
Retain at least 92% of business year over year with support from leadership.
Meet new business activity and quality appointment goals.
Research prospects and develop customized messaging using USI resources.
Explain USI's competitive differentiation to clients and prospects.
Develop a sales business plan and implement effective prospecting strategies.
Engage in meetings to prepare for advancing, closing, and retaining business.
Benefits
Participation in national and regional meetings and video calls.
Access to industry training and sales support programs.
Opportunity to collaborate with account management on significant services.
Use of contact management and sales automation tools for efficiency.
Potential for cross-selling opportunities to enhance client relationships.
Full Job Description
Description and Requirements
General Description: Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.
Responsibilities:
Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year.
Meet new business activity and quality appointment goals.
Use USI resources to research prospects and develop customized messaging for prospects.
Understand and explain USI's competitive differentiation to clients and prospects.
Develop sales business plan and use effective prospecting strategies.
Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
Take part in national and regional meetings and video calls.
Engage in meetings on preparing for first appointments advancing, closing, and retaining of 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.
Participate in USI's industry training and sales support programs.
Pursue cross-selling opportunities to enhance prospect and client relationships.
Collaborate with account management team on significant account management services for clients.
Demonstrate strong knowledge of USI competitors.
Positively represent USI in meetings, seminars, trade shows and networking events.
Knowledge, Skills and Abilities:
3 years + of sales experience in an insurance brokerage with proven track record of sales success.
College degree preferred.
Must hold a Life and Health insurance license.
Strong knowledge of Employee Benefits.
Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
Superior communication, negotiation, and presentation skills.
Excellent organizational and follow-up skills.
A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
Strong visibility within the Human Resources and benefits community.
Excellent listening skills with strong customer focus.
Ability to deal with senior level management and have a top-level executive presence.
Compensation & Benefits Information:
Salary Range: $120,000 - $250,000
$120,000 - $250,000
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.
