2+ years of sales experience in an insurance brokerage with proven success
High school diploma required; college degree preferred
Must hold a Life and Health insurance license
Personable, highly motivated, and goal-oriented
Superior communication, negotiation, and presentation skills
Excellent organizational and follow-up skills
Strong understanding of Employee Benefits
Responsibilities
Achieve annual new business sales goals within target market
Meet activity and quality appointment goals
Research prospects and develop customized messaging
Explain USI's competitive differentiation to clients
Develop sales business plan and effective prospecting strategies
Build client and prospect pipeline with cross-selling strategies
Innovate for clients using market knowledge and technical insurance understanding
Benefits
Wide range of health, welfare, and financial benefits
Medical, wellness, dental, and vision coverage
401(k) and flexible spending accounts
Short and long-term disability insurance
Life insurance and unique employer-sponsored programs
Generous paid family leave benefit
Paid holiday time
Full Job Description
Description and Requirements
About the Role:
The Select Employee Benefits Producer is an outside sales position focused on driving new business sales revenue growth for small business clients. In this role, you will develop a pipeline of prospects with 10-50 employee lives, leverage cross-sell referrals from other business units, and deliver employee benefits solutions that support client growth and retention.
What You'll Do:
Achieve annualized new business sales goals within our target market.
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. Overcome sales obstacles on a prospect-specific basis.
Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
Use USI's contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
Participate in USI's industry training and sales support programs.
Positively represent USI in meetings, seminars, trade shows, and networking events.
Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
Work collaboratively with the account management team and national/regional resources to maximize results.
What We're Looking For:
2+ years of sales experience in an insurance brokerage with a proven track record of sales success.
High school diploma or equivalent required; college degree preferred.
Must hold a Life and Health insurance license.
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 Employee Benefits.
Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
Excellent listening skills with strong customer focus.
Able to work in a fast-paced, team environment with minimal instruction.
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. Salary Range $80,000-$95,000
$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.
