Commercial Lines Sales Professional

2 weeks ago

Norman, Oklahoma, United States USI Insurance Services Full time
Job Summary

We are seeking a highly motivated and experienced Commercial Lines Sales 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.

Key Responsibilities
  • Develop and execute a sales strategy to achieve annualized new business sales goals of $80k in our target market of companies with sales of less than $10mm.
  • Meet new business activity and quality appointment goals.
  • Use industry resources to research prospects and develop customized messaging for prospects.
  • Understand and explain USI's competitive differentiation to clients and prospects.
  • Develop sales business plans and use effective prospecting strategies to overcome sales obstacles.
  • Build client and prospect pipelines and develop cross-selling strategies for existing clients.
  • Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
  • Participate 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 a 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 a strong customer focus.
  • Ability to deal with senior-level management and have a top-level executive presence.
Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Employees operate office equipment, including telephones, computers, and copiers. Physical tasks of the job include driving, walking, sitting, standing, bending, and typing.

Analysis of Physical Demands
  • Constantly (over 66% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces, and occasionally reach outward to grab things and bend.
  • Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
  • Frequently (34%-66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
  • Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
About USI

USI is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, with a focus on celebrating our associates' growth and success through our employee reward and recognition programs.

Why Join USI?

At USI, we are committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare, and financial 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.

Pathways to Promotion

USI sales associates are equipped with an industry-leading sales training program called USI ONE Academy, focusing on the understanding, messaging, and articulation of USI's technical solutions. Our Executive Series program features industry articles, videos, and tools to promote meaningful conversations with prospects and clients, and our internal networking and mentoring programs help establish a strong foundation of professional development.

Industry Recognition

USI has been recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years, named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row, and recipient of the American Heart Association's Gold Status for maintaining a culture of health and well-being five years in a row.

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