Insurance Sales Executive

2 weeks ago

Raleigh, North Carolina, United States USI Insurance Services Full time
Overview: The Insurance Sales Executive is tasked with generating new business opportunities and ensuring the retention and expansion of revenue from existing clients within an assigned portfolio.

Key Responsibilities:

  • Effectively design and implement sales and marketing initiatives targeting clients and prospects.
  • Oversee the overall client relationship; Ensure sustainable profitability, client satisfaction, and organic growth.
  • Exhibit the technical expertise required to articulate our solutions proficiently.
  • Meet annual new business sales objectives within our designated market segment.
  • Showcase expertise in the discovery phase (sales due diligence) and conceptual presentations that highlight USI's competitive advantages – including understanding, communicating, and delivering the USI ONE Advantage value proposition and tailored solutions for each prospect.
  • Collaborate with leadership to assemble the right team for effective prospect sales presentations, including subject matter experts and account management personnel suited to each opportunity.
  • Demonstrate the capability to identify and navigate sales challenges on a case-by-case basis.
  • Exhibit strategic insight and innovation grounded in market knowledge, carriers, and products, including comprehension of significant technical and financial matters.
  • Foster positive collaboration and pursue cross-selling opportunities with other USI divisions to enhance client relationships across the organization.
  • Represent USI positively and proactively at meetings, seminars, trade shows, and networking events.
  • Partner with sales leadership and senior account staff to retain clients effectively.
  • Work in tandem with the account management team and local, regional, and national resources to optimize outcomes.
  • Comprehend and convey client objectives to account management teams.
  • Implement other USI policies effectively.

Required Knowledge, Skills, and Abilities:

  • 3-5 years of experience in insurance brokerage, carrier, or related business-to-business sales, including engagement with senior executives and a proven record of financial success.
  • Strong or developing knowledge of property and casualty insurance.
  • Must possess a personable demeanor and a strong motivation for personal growth.
  • Exceptional written and verbal communication and presentation skills.
  • Strong visibility within the HR and benefits sectors.
  • Excellent organizational and follow-up capabilities.
  • A consultative, positive, and resourceful approach to engaging with prospects, clients, and colleagues.
  • Outstanding listening skills with a strong customer-centric focus.
  • Must be goal-oriented.
  • Ability to engage with senior management and possess a high-level executive presence.
  • A college degree and current insurance licensing are preferred.

Why Choose USI? With over $2.5 billion in revenue and a workforce exceeding 10,000 across more than 200 offices nationwide, USI stands as one of the largest insurance brokerage and consulting firms globally. We have cultivated a dynamic culture for personal and professional development within the industry. Our commitment to investing in our associates is evident through our unique employee reward and recognition programs.
Unmatched Resources and Support What sets USI apart as a leading insurance brokerage and consulting firm is the USI ONE Advantage, a transformative value proposition that provides clients with a comprehensive suite of risk management and benefit solutions that yield tangible financial benefits. Through USI ONE, we craft strategic, timely, and effective risk management and benefit programs in easily understandable terms, demonstrating their positive economic impact.
Premier Sales Rewards and Recognition In addition to competitive compensation, commissions, and benefits, USI acknowledges our top sales associates through various recognition programs that celebrate outstanding achievements. We also offer wellness initiatives, college scholarships for associates' children, and financial assistance during challenging times.
Community Engagement We are dedicated to giving back to our communities and fostering a culture of environmental sustainability. Our efforts include volunteering our time, talent, and resources to support local non-profits, animal shelters, and environmental restoration projects.
Commitment to Diversity and Inclusion Our award-winning diversity, equity, and inclusion program educates our associates to better understand and serve our clients, prospects, fellow team members, and local communities through curated educational resources and community outreach initiatives.
Recognized as a Top Insurance Employer
  • Acknowledged as one of Insurance Business America's Top Insurance Employers for six consecutive years.
  • Featured in Business Insurance's annual list of the Best Places to Work in Insurance for four years in a row.
  • Recipient of the American Heart Association's Gold Status for maintaining a culture of health and well-being for five consecutive years.

USI is dedicated to offering a comprehensive suite of competitive benefits tailored to our diverse workforce. Our benefits include medical, wellness, dental, and vision coverage, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and various unique employer-sponsored and voluntary programs. USI also provides generous paid family leave and holiday time.


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