USI Holdings Corporation

Personal Risk Specialist

USI Holdings Corporation • $80K — $90K *
Irvine, CA 92620In-Person
Finance & Insurance
Less than 5 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 5+ years of experience in insurance or a related sales field
  • Proven track record of success in outside sales
  • Strong understanding of affluent/high net worth client needs
  • Exceptional interpersonal and communication skills
  • Ability to develop strategic relationships with business partners and centers of influence
  • Familiarity with CRM and sales tracking tools
  • Bachelor's degree or equivalent experience in finance, business, or a related field

Responsibilities

  • Schedule appointments and meet affluent clients to assess their unique insurance needs
  • Achieve annual sales goals by targeting specific client segments
  • Develop prospect lists and potential leads within the target market
  • Engage with business partners such as lawyers and financial advisors to establish new client connections
  • Identify and address sales challenges on a case-by-case basis
  • Create and execute tailored sales and marketing strategies for client engagement
  • Build and maintain strong relationships with existing clients and internal teams

Benefits

  • Comprehensive employee reward and recognition programs
  • Award-winning wellness program
  • College scholarships for employees' children
  • Financial assistance during times of need
  • Opportunities for professional growth and development
  • Community engagement and sustainability initiatives
  • Commitment to diversity, equity, and inclusion in the workplace
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.


$80,000 - $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

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