Insurance Sales Executive

7 days ago

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

Key Responsibilities:

  • Develop and implement effective sales and marketing initiatives tailored to clients and potential clients.
  • Maintain and enhance client relationships, ensuring consistent profitability, satisfaction, and organic growth.
  • Exhibit the technical expertise required to convey our solutions with clarity.
  • Meet annual sales targets for new business within our designated market segment.
  • Showcase proficiency in the discovery phase (sales due diligence) and present USI's unique value proposition, including customized solutions for each prospect.
  • Collaborate with leadership to assemble the right team for impactful sales presentations, involving subject matter experts and account management personnel as needed.
  • Identify and navigate sales challenges specific to each prospect.
  • Engage in strategic thinking and innovation, informed by market knowledge, carrier relationships, and product offerings.
  • Foster collaboration and pursue cross-selling opportunities with other USI divisions to strengthen client relationships.
  • Represent USI positively at various professional gatherings, including meetings, seminars, trade shows, and networking events.
  • Work with sales leadership and senior account teams to ensure client retention.
  • Partner with account management teams and utilize local, regional, and national resources to optimize outcomes.
  • Communicate client goals effectively to account management teams.
  • Adhere to and execute USI policies diligently.

Qualifications:

  • 3-5 years of experience in insurance brokerage, carrier operations, or related business-to-business sales, with a proven track record of financial success.
  • Strong understanding of property and casualty insurance principles.
  • Personable and highly driven to achieve personal success.
  • Exceptional written and verbal communication and presentation skills.
  • Recognized presence within the HR and benefits sector.
  • Outstanding organizational and follow-up capabilities.
  • A consultative, positive, and resourceful approach to engaging with prospects, clients, and colleagues.
  • Excellent listening skills with a strong customer-centric focus.
  • Goal-oriented mindset.
  • Ability to engage with senior management and project a professional executive presence.
  • A college degree and current insurance licensing are preferred.

Why Choose USI?
USI Insurance Services stands as one of the largest insurance brokerage and consulting firms globally, with over $2.5 billion in revenue and a workforce exceeding 10,000 across more than 200 offices. We pride ourselves on fostering a dynamic culture of personal and professional development, investing significantly in our associates, and celebrating their achievements through unique employee recognition programs.
Unmatched Resources and Support
USI's distinct value proposition, USI ONE, provides clients with a comprehensive suite of risk management and benefits solutions that yield significant financial impact. This innovative approach allows us to craft strategic, timely, and effective programs that are easy to comprehend, demonstrating their positive economic implications.
Recognition and Rewards
Alongside competitive compensation and benefits, USI acknowledges our top sales professionals through various awards and recognition programs, promoting a healthy and productive lifestyle through initiatives such as wellness programs and educational scholarships for associates' children.
Community Commitment
We are dedicated to contributing to our local communities and fostering environmental sustainability through volunteer efforts and partnerships with eco-conscious organizations.
Diversity and Inclusion
Our award-winning diversity, equity, and inclusion initiatives empower our associates to better serve our clients and communities through targeted education and outreach programs.
Recognized Excellence
  • Consistently named one of Insurance Business America's Top Insurance Employers.
  • Featured on Business Insurance's Best Places to Work in Insurance list.
  • Awarded Gold Status by the American Heart Association for promoting health and well-being.

USI is committed to offering a comprehensive suite of competitive benefits tailored to our diverse workforce, including health, wellness, and financial benefits, along with generous paid family leave and holiday time.


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