Description and Requirements
General Description: Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small business clients. Cross-sell referrals from other business units and establish a pipeline of clients with sales less than $10mm.
Responsibilities:
• Achieve annualized new business sales goal of $80k in our target market of companies with sales of less than $10mm.
• 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.
• Take part in national vertical meetings and video calls.
• Engage in meetings on preparing for first appointments and closing and retaining business.
• 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.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Work 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:
• 2+ years of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Property & Casualty insurance license.
• Strong knowledge of Property & Casualty insurance.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with 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.
Salary Range: $80,000 - $95,000
$80k- $95k
