USI Holdings Corporation

Personal Risk Specialist

USI Holdings Corporation • $90K *
Cleveland, OH 44130In-Person
Finance & Insurance
Less than 5 years of experience
Reposted 6 days ago
Job Overview by Ladders

Qualifications

  • Minimum 3 years in high net worth or personal insurance sales/service
  • Outstanding verbal and written communication abilities
  • Experience in the personal lines insurance industry
  • Willingness to travel 50% or more to meet clients
  • Strong team player with capability to work independently
  • Goal-oriented, highly organized, and motivated individual
  • Proficient in Microsoft Office and must obtain active property-casualty license within 60 days of hire

Responsibilities

  • Schedule and conduct appointments with affluent clients to assess their unique insurance needs
  • Meet annual new business sales goals within the target market
  • Develop lists of prospective leads and sources for new clients
  • Utilize engagement platforms to establish partnerships with business professionals serving affluent clients
  • Identify and overcome sales obstacles associated with prospects
  • Create and implement sales and marketing strategies for optimal market presence
  • Meet with centers of influence to enhance service offerings for their clients

Benefits

  • Access to USI ONE Advantage®, providing comprehensive risk management solutions
  • Recognition programs for top performers through USI PEAK
  • Award-winning wellness program promoting healthy lifestyles
  • College scholarships available for associates' children
  • Support programs during financial hardships
  • Commitment to community engagement and sustainability initiatives
  • Diversity, equity, and inclusion training and programs
Full Job Description
Description and Requirements

General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.

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.
  • 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 --requires some evening hours.

Knowledge, Skills and Abilities:
  • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
  • Outstanding written and oral communication skills.
  • Must have personal lines insurance industry experience.
  • Ability to travel 50% or more of the time and meet with clients.
  • Good team work skills with an ability to work with minimum supervision.
  • Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals.
  • Good customer service skills that can be applied to the sales process.
  • Strong knowledge of carriers and personal insurance market place.
  • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
  • College degree preferred but high school diploma or graduate equivalent degree required.
  • Active property-casualty license required (or must be obtained within 60 days of hire).
  • Proficient in MS Office suite of products.


$90,000

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.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Finance & Insurance
Founded
1994
* Ladders Estimates

Similar Jobs

Ad banner background

Get Ready For Your
Next Interview

More Jobs at USI Holdings Corporation

More Finance & Insurance Jobs

Find similar Personal Risk Specialist jobs:

NationwideCleveland, OH