![USI Insurance Services](https://media.trabajo.org/img/noimg.jpg)
PL Personal Risk Specialist
2 months ago
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.
Primary Responsibilities:
Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
Achieve new business sales goals on an annualized basis based on our target market.
To achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage.
Successfully penetrate assigned prospect targets utilizing USI’s 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.
Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value-added service that is provided to the clients of the center of influence.
Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
Establish a relationship as a trusted partner and advisor to clients and prospects.
Develop and support cross-selling strategies for existing clients, as well as new relationships.
Participate and, as necessary, lead meetings with existing and prospective clients.
Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI’s CRM and sales tracking programs.
Develop and 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.
Flexibility in schedule is a must – requires some evening hours.
Knowledge, Skills and Abilities:
Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
Outstanding written and oral communication skills.
Must have personal lines insurance industry experience.
Ability to travel 50% or more of the time and meet with clients.
Good teamwork skills with an ability to work with minimum supervision.
Highly motivated, goal-oriented and organized individual that is driven to achieve individual sales goals.
Good customer service skills that can be applied to the sales process.
Strong knowledge of carriers and personal insurance marketplace.
Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
College degree preferred but high school diploma or graduate equivalent degree required.
Active property/casualty license required (or must be obtained within 60 days of hire).
Proficient in Microsoft Office suite of products.
#J-18808-Ljbffr
-
Personal Risk Specialist- North Florida
2 months ago
Valhalla, United States USI Insurance Services Full timeGeneral 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: Schedule appointments and visit...
-
Personal Risk Specialist- North Florida
3 weeks ago
Valhalla, United States USI Insurance Services Full timeGeneral 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: Schedule appointments and visit...
-
Veterinary Care Specialist
1 week ago
Valhalla, New York, United States Valhalla Animal Hospital Full timeBecome Part of Our Compassionate Team at Valhalla Animal HospitalValhalla Animal Hospital, a premier provider of veterinary services in southern New York, is seeking skilled veterinary care specialists to enhance our devoted team. With over three decades of expertise, we are committed to delivering personalized and affectionate care to our clients and their...
-
Travel Nurse RN Labor and Delivery Specialist
17 hours ago
Valhalla, New York, United States Jackson Nurse Professionals Full timeJob SummaryJackson Nurse Professionals is seeking a skilled travel nurse to fill a critical need in patient care. As a Labor and Delivery specialist, you will provide high-quality care to patients in a fast-paced and dynamic environment.Key ResponsibilitiesDeliver exceptional patient care in a Labor and Delivery settingCollaborate with healthcare teams to...
-
Utilization Coordinator Specialist
15 hours ago
Valhalla, New York, United States WMC Health Full timeJob SummaryWestchester Medical Center (WMC Health) is seeking a highly skilled Utilization Coordinator Specialist to join our team. As a key member of our Quality Management and Utilization Review team, you will play a critical role in ensuring the highest level of patient care and satisfaction.Key ResponsibilitiesAssist in the implementation and...
-
Senior Coding Specialist
17 hours ago
Valhalla, United States NorthEast Provider Solutions Inc. Full timeJob Summary:The Senior Coding Specialist is responsible for addressing appeals to insurance companies and coding highly complex medical records, including all diagnoses and operative and diagnostic procedures in patient medical records, using the current International Classification of Diseases (ICD), Current Procedural Terminology (CPT) and Health Care...
-
Travel Nurse RN
5 days ago
Valhalla, New York, United States Jackson Nurse Professionals Full timeJob Title: Travel Nurse RN - Labor and Delivery SpecialistJob Summary: Jackson Nurse Professionals is seeking a skilled travel nurse RN to join our team in a Labor and Delivery setting.Key Responsibilities:Provide high-quality patient care in a Labor and Delivery environmentCollaborate with healthcare teams to ensure seamless patient careParticipate in...
-
Genetic Counselor Specialist
20 hours ago
Valhalla, New York, United States Westchester Medical Center Full timeJob Summary:The Genetic Counselor will be responsible for providing support services for Advanced Medical Genetics. They will provide genetic counseling and support for adult, pediatric, cardiac, cancer, and metabolic patients. They will assess and analyze data to provide individuals and family members risk factors for specific disorders, syndromes and...
-
Utilization Review Specialist
1 day ago
Valhalla, New York, United States Westchester Medical Center Full timeJob Summary:Westchester Medical Center seeks a skilled professional to assist in the implementation and investigation of procedures related to the Quality Management, Utilization Review, and Discharge Planning Program. The ideal candidate will have experience in nursing and a strong background in utilization review, quality assurance, risk management, or...
-
AOBH Youth Care Specialist
1 month ago
Valhalla, United States The Children's Village Full timeJob DescriptionJob DescriptionPosition Overview:To carry out therapeutic, nurturing, structured and positive programming with emotionally, psychiatrically and/or behaviorally challenged youth. The Youth Care Specialist (YCS) shall use learned skills, professional knowledge and inter-personal skills to bring about positive changes. Employee will be an...
-
AOBH Youth Care Specialist
3 months ago
Valhalla, United States The Children's Village Full timeJob DescriptionJob DescriptionPosition Overview:To carry out therapeutic, nurturing, structured and positive programming with emotionally, psychiatrically and/or behaviorally challenged youth. The Youth Care Specialist (YCS) shall use learned skills, professional knowledge and inter-personal skills to bring about positive changes. Employee will be an...
-
Dietitian Specialist, Neurology: Valhalla, NY.
2 months ago
Valhalla, United States Compass Group Full timeDietitian Specialist, Neurology: Valhalla, NY.Click Here to Apply OnlineJob Description Morrison Healthcare We are hiring immediately for a DIETITIAN, SPECIALIST (NEUROLOGY) position.Location: Westchester Medical Center, Valhalla, NY. Note: online applications accepted only.Schedule: Monday - Friday with weekend/holiday rotationRequirement: RD required; CNSC...
-
Operating Room Surgical Specialist
4 days ago
Valhalla, New York, United States Health Alliance Full timePosition Overview:The Operating Room Surgical Specialist plays a vital role in the surgical team, providing essential support during surgical procedures under the supervision of a Physician or Registered Nurse.Company: Health AllianceJob Type: Full TimeShift: VariableKey Responsibilities:1. Execute pre-surgical scrub techniques and don appropriate personal...
-
Project Implementation Specialist
4 days ago
Valhalla, United States WSP Full timeExciting Career OpportunityBecome a valued member of WSP and engage with a vibrant organization dedicated to achieving client goals and addressing challenges. We are seeking a Project Delivery Associate to enhance our team across various locations in the Northeast.Your Responsibilities:Analyze financial indicators and pinpoint potential issues for business...
-
HVAC Systems Specialist
17 hours ago
Valhalla, United States Ramboll Full timeAbout RambollRamboll is a global company that has been growing successfully since its founding in 1945. We are a sustainable engineering, architecture, and consultancy company with a strong presence in the Americas.Our MissionWe strive to create a sustainable future and our inspiring projects and innovative solutions aim to set the standard among our peers....
-
Psychiatric Nurse Practitioner
1 day ago
Valhalla, New York, United States Wellpath Full timeAbout the RoleWe are seeking a highly skilled Psychiatric Nurse Practitioner to join our team at Wellpath. As a key member of our healthcare team, you will provide high-quality psychiatric consultation, diagnostic, and treatment services to patients, including medication management and crisis intervention services.Key ResponsibilitiesConduct comprehensive...
-
Insurance Account Executive
6 days ago
Valhalla, United States ASZ International Inc Full time $50,000 - $95,000Job DescriptionJob DescriptionWe are currently hiring entry-to senior-level account managers.This is a full-time role as an Account Executive at ASZ International. The Account Executive will be responsible for managing client accounts, identifying new business opportunities, and providing personalized insurance solutions.This role will be based in Valhalla,...
-
Security Officer
18 hours ago
Valhalla, New York, United States New York Medical College Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Public Safety Officer to join our team at New York Medical College. As a Public Safety Officer, you will play a critical role in maintaining a safe and secure environment for our students, faculty, and staff.Key ResponsibilitiesProtect persons and property: Provide a secure environment and...
-
Senior Coder
3 months ago
Valhalla, United States NorthEast Provider Solutions Inc. Full timeJob Details: Job Summary: The Senior Coder is responsible for addressing appeals to insurance companies and coding highly complex medical records, including all diagnoses and operative and diagnostic procedures in patient medical records, using the current International Classification of Diseases (ICD), Current Procedural Terminology (CPT) and...
-
Labor and Delivery Nurse
3 months ago
Valhalla, United States HumanEdge Allied Health Full timeJob DescriptionJob DescriptionSeeking an energetic L&D RN to come joint our team today. We have exciting, Great Paying opportunities across the U.S.!Both Local and Travel candidates are welcome to apply. Contract position to start ASAP 13 weeks with option to extend. 12 hr shifts: days and nights available, Opportunities for both L&D as well as high risk...