Personal Risk Consultant

6 days ago

Woburn, Massachusetts, United States USI Insurance Services Full time
Job Title: Personal Risk Advisor

USI Insurance Services is seeking a highly skilled Personal Risk Advisor to join our team. As a key member of our Personal Risk Practice, you will be responsible for providing comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.

Key Responsibilities:
  • Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
  • Attract new clients to Private Risk that meet the minimum client profile standards.
  • Design risk management insurance programs to protect the personal assets, exposures, and lifestyles of high net worth individuals, families, and family offices.
  • Implement comprehensive risk analysis reviews focused on identifying personal, professional, and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
  • Prepare and execute strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence, and being a thought leader within the wealth management industry.
  • Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team.
  • Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
  • Create and deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends, and customized insurance solutions.
  • Position value-added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit.
  • Maintain expertise at the highest levels.
  • Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
  • Engage, introduce, and position value-added third-party subject matter experts in response to client needs.
Requirements:
  • 5+ years of High Net Worth sales experience.
  • Excellent verbal, written, and interpersonal communication skills.
  • Excellent presentation skills.
  • Solid conflict resolution capabilities.
  • Microsoft Office program proficiency.
  • Ability to work effectively in a team environment where strong independent thinking skills are important.
  • Ability to delegate effectively.
  • Established network of COIs and a proven track record of sales success.
  • Must possess a current P&C License.
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 have created one of the most dynamic personal and professional development cultures in the industry, investing heavily in our associates and celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

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. We also offer a generous paid family leave benefit as well as paid holiday time.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. 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 working together as ONE to build a better future.

We are nationally recognized as a top insurance employer, with awards and accolades including being recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023) and named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).

  • Personal Risk Consultant

    3 weeks ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job Title: Personal Risk AdvisorJoin USI Insurance Services as a Personal Risk Advisor and take on a challenging role that requires expertise in risk management and insurance consultation. As a key member of our team, you will work closely with high net worth individuals and family offices to provide comprehensive risk management and insurance solutions.Key...

  • Personal Risk Specialist

    1 month ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job Title: Personal Risk SpecialistUSI Insurance Services is seeking a highly motivated and experienced Personal Risk Specialist to join our team. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients.Key Responsibilities:Schedule appointments and visit with high net worth individuals...

  • Personal Risk Specialist

    2 days ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job SummaryWe 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...

  • Personal Risk Specialist

    2 weeks ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job Title: Personal Risk SpecialistJoin USI Insurance Services, a leading insurance brokerage and consulting firm, as a Personal Risk Specialist. In this role, you will serve as a trusted advisor to affluent clients, providing personalized risk management solutions to protect their assets and wealth.Key Responsibilities:Develop and maintain relationships...

  • Personal Risk Specialist

    4 weeks ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job SummaryWe are seeking a highly motivated and experienced 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, establishing additional sources of clients, and achieving new business sales goals.Key...

  • Personal Risk Management Specialist

    4 weeks ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job Title: Personal Risk SpecialistUSI Insurance Services is seeking a highly motivated and experienced Personal Risk Specialist to join our team. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients.Key Responsibilities:Schedule appointments and visit with high net worth individuals...

  • Personal Risk Management Specialist

    6 days ago

    Woburn, Massachusetts, United States USI Insurance Services Full time

    Job Title: Personal Risk SpecialistUSI Insurance Services is seeking a highly motivated and experienced Personal Risk Specialist to join our team. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients.Key Responsibilities:Schedule appointments and visit with high net worth individuals...

  • Personal Lines Account Manager

    3 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    Job SummaryWe are seeking a highly skilled Personal Lines Account Manager to join our team at Cabot Risk Strategies. As a key member of our team, you will be responsible for managing an assigned book of business, servicing and processing new business, renewals, and endorsements, and advising customers on coverage, products, and companies with a high level of...

  • Personal Lines Account Manager

    6 days ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full time

    {"h1": "Personal Lines Account Manager", "p": "As a Personal Lines Account Manager at Cabot Risk Strategies Llc, you will be responsible for managing an assigned book of business by servicing and processing all new business, renewals and endorsements, and advising customers on coverage, products and companies with a high level of customer satisfaction. ",...

  • Personal Lines Account Manager

    3 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full time

    Job Title: Personal Lines Account ManagerWe are seeking a highly skilled and experienced Personal Lines Account Manager to join our team at Cabot Risk Strategies Llc. As a Personal Lines Account Manager, you will be responsible for managing an assigned book of business by means of servicing and processing all new business, renewals and endorsements, and...

  • Senior Personal Lines Account Manager

    5 days ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full time

    Job SummaryCabot Risk Strategies Llc is seeking a highly skilled and experienced Personal Lines Account Manager to join our team. The successful candidate will be responsible for managing an assigned book of business, servicing and processing new business, renewals, and endorsements, and advising customers on coverage, products, and companies with a high...

  • Employee Benefit Sales Specialist

    6 days ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    Account Executive - Employee BenefitsCabot Risk Strategies is seeking a highly motivated and experienced Account Executive to join our team. As an Account Executive, you will be responsible for achieving new business sales goals on an annualized basis, demonstrating technical knowledge to communicate our solutions effectively, and delivering conceptual...

  • Employee Benefit Sales Specialist

    2 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    Account Executive Job Summary:As an Account Executive at Cabot Risk Strategies, you will be responsible for achieving new business sales goals on an annualized basis. You will demonstrate technical knowledge necessary to communicate our solutions effectively and have a proficient ability to deliver conceptual presentations articulating Best Practice...

  • Senior Claims Specialist

    4 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    Senior Claims RepresentativeCabot Risk Strategies, LLC is a leading insurance brokerage and consulting firm dedicated to delivering exceptional services to our clients.We strive to help our clients effectively manage risk through insured solutions, self-funded solutions, or a combination of both.As a full-service insurance brokerage and consulting firm, we...

  • Senior Claims Specialist

    4 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    Senior Claims RepresentativeCabot Risk Strategies, LLC is a leading insurance brokerage and consulting firm dedicated to delivering exceptional services to our clients.We strive to help our clients effectively manage risk through insured solutions, self-funded solutions, or a combination of both.As a full-service insurance brokerage and consulting firm, we...

  • Senior Claims Specialist

    5 days ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    {"Job Title": "Senior Claims Representative", "Job Description": "Job SummaryCabot Risk Strategies, LLC is a dynamic and highly experienced team of insurance professionals dedicated to delivering quality services to our clients.Our goal is to help our clients effectively manage risk through insured solutions, self-funded solutions or a combination of both.As...

  • Insurance Account Manager

    4 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Full time

    Job Title: Personal Lines Account ManagerCabot Risk Strategies is seeking a highly skilled Personal Lines Account Manager to join our team. As a key member of our agency, you will be responsible for managing an assigned book of business, providing exceptional customer service, and driving sales growth.Key Responsibilities:Manage an assigned book of business,...

  • Claims Supervisor

    3 weeks ago

    Woburn, Massachusetts, United States Cabot Risk Strategies Llc Full time

    Job Title: Claims SupervisorCabot Risk Strategies, LLC is a leading insurance brokerage and consulting firm dedicated to delivering quality services to our clients. Our goal is to help our clients effectively manage risk through insured solutions; self-funded solutions or a combination of both.Job SummaryWe are seeking a highly experienced Claims Supervisor...

  • Environmental Consultant

    4 weeks ago

    Woburn, Massachusetts, United States Atlas Full time

    Environmental Scientist 3 Job DescriptionAtlas is a leading provider of civil engineering, materials testing, and geotechnical consulting services for environmental, industrial, and infrastructure construction projects. With a strong presence in the US, including Alaska and Hawaii, Atlas is committed to delivering high-quality services that meet the needs of...

  • Retail Sales Consultant

    3 days ago

    Woburn, Massachusetts, United States AT&T Full time

    **Job Description:** As a Retail Sales Consultant at AT&T, you'll be at the forefront of creating meaningful connections with every customer. With a consultative sales approach, you'll guide customers through their options, leveraging AT&T's full suite of products to bring friends, families, and communities closer together. **Key Responsibilities:** + Use a...