5-10 years of experience in surety brokerage or related sales roles, with a proven sales track record.
Property & Casualty insurance license required; college degree preferred.
Strong understanding of the Surety industry and its competitive landscape.
Highly motivated and goal-oriented with a consultative approach.
Exceptional communication, negotiation, and presentation skills.
Excellent organizational skills with a focus on follow-up.
Ability to engage with senior-level executives effectively.
Responsibilities
Achieve $175k in new business sales annually within target markets.
Declare a primary industry specialization and potentially a secondary vertical.
Retain at least 95% of existing business year over year with support from leadership.
Meet activity and quality appointment goals for new business.
Research prospects and create tailored messaging using USI resources.
Explain USI's competitive advantages to clients and prospects.
Develop a strategic sales business plan and effective prospecting strategies.
Innovate solutions for clients based on market knowledge and technical expertise.
Benefits
Comprehensive health, dental, and vision insurance.
401(k) plan with employer contributions.
Flexible spending and health savings accounts.
Short and long-term disability coverage.
Life insurance and additional voluntary programs.
Generous paid family leave policy.
Paid holiday time.
Full Job Description
Description and Requirements
General Description: Outside Surety 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 $175k in our target market of companies.
Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with the primary vertical.
With assistance from leadership and account management staff, retain at least 95% 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 a sales business plan and use effective prospecting strategies.
Innovate for clients using market knowledge and advanced understanding of technical surety 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.
Participate in USI's industry training and sales support programs.
Pursue cross-selling opportunities to enhance prospect and client relationships.
Collaborate with the 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:
5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success.
Must hold a Property & Casualty insurance license. College degree preferred.
Strong knowledge of the Surety industry.
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.
Excellent listening skills with a strong customer focus.
Ability to deal with senior-level management and have a top-level executive presence.
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.
