Commercial Lines Program Insurance Advisor

General Description :

Outside sales position responsible for driving new business sales as well as the growth of existing client revenue.

Responsibilities :

• Achieve annual new business sales goals of $100K in our target market of Law Firm Practices.
• Demonstrate technical knowledge necessary to communicate our solutions effectively to a noninsurance buyer.
• Required to meet with external centers of influence to prospect and engage. Serve as a value-added service that is provided to the clients of the center of influence.
• Facilitate networking sessions with Law Firm Practices and other respective associations to build COIs.
• Identify prospects and address industry risks, concerns, and unique insurance market needs / requirements. Provide expertise and advice of tailored insurance solutions to meeting customer / prospect needs.
• Maintain prospect pipeline of known policy expiration dates (X-dates). Develop new prospects through face to face to meetings and phone prospecting.
• Plan for and participate in meetings focused on earning first appointments, preparing for first appointments, and closing business.
• Maintain a high degree of accuracy in agency management systems.
• Champion client cross-selling initiatives and develop customer accounts.
• Complete and submit sales and production reports to management as requested.
• Attend weekly sales meetings, engagement day, and customer / association events as required.
• Develop and deploy sales and marketing strategies along with periodic communications to optimize USI’s position in the marketplace.
• Positively represent USI in meetings, seminars, trade shows, and networking events.
• Identify and overcome sales obstacles on a prospect-specific basis.
• Act as subject matter expert in identified business solutions.
• Demonstrate proficiency in the discovery process and promoting USI’s competitive differentiation.
• Ability to travel more than 50% of the time to meet with identified COIs, networks, associations, prospects and clients.

Knowledge, Skills and Abilities :

• 3-5 years of experience in insurance brokerage, carrier, or related sales experience. Including calling on senior executives and a track record of financial success.
• Property & Casualty license is preferred or the ability to obtain one within 60 days.
• Proven ability to perform in a sales-focused environment working with a strong team preferred.
• Strong and / or developing knowledge of Property & Casualty insurance coverages.
• Excellent communication, negotiation, and presentation skills.
• Goal-oriented and motivated to achieve sales goals.
• Excellent organizational and follow-up skills.
• Consultative, positive, and resourceful approach to dealing with prospect, clients, and associates.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and have a top-level executive presence.

Why USI?

Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs?

Look no further than USI!

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 time off policy, paid family leave benefit as well as paid holiday time.