3+ years selling legal malpractice or related verticals
5+ years in insurance or related business sales
High school diploma or equivalent required; college degree preferred
Must hold or obtain appropriate insurance licensure
Experience using CRM/sales cycle software
Proficient in Microsoft Office
Strong communication and negotiation skills
Responsibilities
Achieve $150k in new business sales annually
Determine geographic focus with leadership
Retain at least 94% of business yearly
Maintain 100% effectiveness for assigned leads
Meet monthly new business activity and appointment goals
Research and generate leads with tailored messaging
Collaborate with teams to develop and execute sales plans
Benefits
Comprehensive health, dental, and vision insurance
401(k) plan options
Flexible spending and health savings accounts
Short and long-term disability coverage
Life insurance and employer-sponsored programs
Generous paid family leave
Paid holiday time
Full Job Description
Description and Requirements
General Description: Outside specialty sales position. Responsible for driving new business sales, retention, and growing program specific business. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross selling programs where applicable.
Responsibilities:
Achieve annualized new business sales of $150k annually in our target market of companies related to program specific verticals.
Work with Practice Leader/Program Executive to determine geographic focus where applicable.
With assistance from leadership and service team, retain at least 94% of business year over year.
Maintain 100% effectiveness for all assigned leads.
Meet new business activity and appointment goals every month.
Maintain list of prospective centers of influence and lead sources of clients in target groups.
Research prospects specific to individual programs and develop customized messaging. Generate new business leads and first appointment activity.
Develop opportunities through centers of influence, associations, and personal networks.
Develop and execute a sales business plan and use effective prospecting strategies. Identify and overcome sales obstacles with prospects.
Develop and support cross-selling strategies to enhance prospect and client relationships.
Understand and explain our competitive differentiation and solutions effectively.
Innovate for clients using market knowledge and advanced understanding of technical insurance 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.
Collaborate with Program Managers, Underwriters, and service team to maximize results.
Engage in professional development. Includes industry and organizational education and training.
Positively represent USI in meetings, seminars, trade shows, and networking events.
Demonstrate strong knowledge of USI competitors.
Attend and actively participate in USI training and sales support programs.
Present Risk Management seminars both internally and externally.
Knowledge, Skills and Abilities:
3+ years of experience selling legal malpractice or malpractice in a similar vertical.
5+ years in insurance, carrier, or related business sales experience including calling on senior executives. Track record of sales success.
High school diploma or graduate equivalent degree required; college degree preferred.
Experience visiting and meeting with prospects.
Must hold or obtain Property & Casualty and/or appropriate business licensure.
Experience utilizing sales cycle software/CRM.
Proficient in Microsoft Office suite of products.
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 understanding of Property and Casualty insurance.
A 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.
Ability to travel 50% of the time.
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.
