Outside Employee Benefits 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 $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% 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 sales business plan and use effective prospecting strategies.
- Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
- Participate in national and regional 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 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 :
3+ years of sales experience in an insurance brokerage with a proven track record of success.Must hold a Life and Health insurance license.Strong knowledge of Employee Benefits.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 colleagues.Strong visibility within the Human Resources and benefits community.Excellent listening skills with a strong customer focus.Ability to deal with senior management and have a top-level executive presence.Physical Demands :
The physical demands described are representative of those required to perform the essential functions of this position, including operating office equipment and physical tasks like driving, walking, sitting, standing, bending, and typing.
Analysis of Physical Demands :
Constantly (over 66% of the time) perform tasks requiring driving, repetitive foot movements, walking on uneven surfaces, reaching, and bending.Frequently (34-66%) handle and grasp objects, walk, stand, and bend.Frequently (34-66%) perform repetitive hand motions such as typing and using a keyboard.LI-LG1
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Why USI?
USI is a leading insurance brokerage and consulting firm with over $2.5 billion in revenue and more than 10,000 associates nationwide. We prioritize professional development, recognize achievement, and support our community and environment through various initiatives. We are committed to diversity, equity, and inclusion, and have received numerous industry awards as a top employer.
We offer comprehensive benefits including health, wellness, dental, vision, 401(k), and more, along with paid family leave and holidays.
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