Personal Risk Specialist

2 days ago

Woburn, Massachusetts, United States USI Insurance Services Full time
Job Summary

We are seeking a highly skilled Personal Risk Specialist to join our team at USI Insurance Services. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients. This is an outside sales position that requires a strong understanding of personal insurance and the ability to provide consultative advice to clients.

Key Responsibilities
  • Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns, and unique insurance needs.
  • Provide consultative advice to tailor personal risk management solutions accordingly.
  • Achieve new business sales goals on an annualized basis based on our target market.
  • Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage.
  • 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.
  • Identify and overcome sales obstacles on a prospect-specific basis.
  • Develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
  • 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.
Requirements
  • A minimum of 3 years in High Net Worth or personal insurance sales or service.
  • Outstanding written and oral communication skills.
  • A 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.
  • A college degree preferred but high school diploma or graduate equivalent degree required.
  • An active property/casualty license required (or must be obtained within 60 days of hire).
  • Proficient in Microsoft Office suite of products.
Why USI?

With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

We invite you to learn more about what makes USI an exceptional place to work.

Unrivaled Resources and Support

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Premier Sales Rewards, Industry-Leading Programs, and Recognition

In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through our award-winning sales recognition program, recognizing and rewarding our sales professionals for achieving superior results. USI offers programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement

We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we're committed to building a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace

Our award-winning diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

  • Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023).
  • Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
  • Recipient of the American Heart Association's Gold Status for maintaining a culture of health and well-being five years in a row (2018-2022).
  • Visit our website for a complete list of industry awards and recognitions.

Compensation & Benefits Information:

Salary Range: $67,500 - $110,000

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