Personal Risk Specialist-Birmingham

17 hours ago

Valhalla NY United States USI Insurance Services Full time

General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.

Responsibilities:

  1. Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, providing consultative advice to tailor personal risk management solutions accordingly.
  2. Achieve new business sales goals on an annualized basis based on our target market.
  3. Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage to achieve necessary revenue goals.
  4. Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors, and other professionals that serve the affluent segment of the market.
  5. Identify and overcome sales obstacles on a prospect-specific basis.
  6. Develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
  7. Meet with external centers of influence to prospect, engage, and serve as a value-added service to the clients of the center of influence.
  8. Build strong working relationships and earn the confidence of Commercial Lines and Employee Benefits production staff.
  9. Establish relationships as a trusted partner and advisor to clients and prospects.
  10. Support cross-selling strategies for existing clients as well as new relationships.
  11. Participate in and, as necessary, lead meetings with existing and prospective clients.
  12. Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.
  13. Oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients, and present individual personalized insurance programs to prospective clients.
  14. Flexibility in schedule, requiring some evening hours.

Knowledge, Skills and Abilities:

  1. Minimum of 3 years in High Net Worth or personal insurance sales or service.
  2. Outstanding written and oral communication skills.
  3. Personal lines insurance industry experience.
  4. Ability to travel 50% or more of the time and meet with clients.
  5. Good teamwork skills with the ability to work with minimum supervision.
  6. Highly motivated, goal-oriented, and organized individual driven to achieve individual sales goals.
  7. Good customer service skills applicable to the sales process.
  8. Strong knowledge of carriers and the personal insurance marketplace.
  9. Understanding and commitment to the mutual objectives of the Personal Insurance Practice and Regional Office.
  10. College degree preferred; high school diploma or graduate equivalent degree required.
  11. Active property-casualty license required (or must be obtained within 60 days of hire).
  12. Proficient in MS Office suite of products.
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