Insurance Sales Representative

4 days ago

Overland Park, Kansas, United States USI Insurance Services Full time
Job Summary

We are seeking a highly motivated and experienced Sales and Account Management Professional to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving new business sales and retention for small business clients, cross-selling referrals from other business units, and establishing a pipeline of clients with sales less than $10mm.

Key Responsibilities
  • Achieve annualized new business sales goal of $80k in our target market of companies with sales of less than $10mm.
  • Meet new business activity and quality appointment goals.
  • Use USI resources to research prospects and develop customized messaging for prospects.
  • Understand and explain USI's competitive differentiation to clients and prospects.
  • Develop sales business plan and use effective prospecting strategies.
  • Build client and prospect pipeline.
  • Develop cross-selling strategies for existing clients.
  • Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
  • Take part in national vertical meetings and video calls.
  • Engage in meetings on preparing for first appointments and closing and retaining business.
  • Use USI's contact management and sales automation tool to support sales processes.
  • Input timely and accurate information to facilitate sales and revenue projections.
  • Participate in USI's industry training and sales support programs.
  • Pursue cross-selling opportunities to enhance prospect and client relationships.
  • Work with account management team on significant Account Management services for clients.
  • Demonstrate strong knowledge of USI competitors.
  • Positively represent USI in meetings, seminars, trade shows, and networking events.
Requirements
  • 2+ years of sales experience in an insurance brokerage with proven track record of sales success.
  • College degree preferred.
  • Must hold a Property & Casualty insurance license.
  • Strong knowledge of Property & Casualty insurance.
  • Personable, highly motivated, and goal-oriented.
  • Superior communication, negotiation, and presentation skills.
  • Excellent organizational and follow-up skills.
  • Consultative, positive, and resourceful approach to dealing with prospects, 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?

At USI, we offer a dynamic personal and professional development culture, with a focus on celebrating our associates' growth and success. We invest heavily in our associates and provide a wide range of 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.

We are committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a generous paid family leave benefit as well as paid holiday time.

USI is 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 building a better future.

We are nationally recognized as a top insurance employer, with awards and recognition from Insurance Business America, Business Insurance, and the American Heart Association.

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