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Producer - Property & Casualty Specialist
2 months ago
We are seeking a highly motivated and experienced Producer - Property & Casualty Specialist to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving new business and managing existing client relationships to achieve revenue growth and retention.
Key Responsibilities- Develop and Deploy Sales Strategies: Successfully develop and deploy sales and marketing strategies with clients and prospects to drive new business and revenue growth.
- Manage Client Relationships: Manage overall client relationships to drive consistent and predictable profitability, client satisfaction, and organic growth.
- Technical Knowledge: Demonstrate technical knowledge necessary to communicate our solutions effectively to clients and prospects.
- New Business Sales: Achieve new business sales goals on an annualized basis based on our target market of companies.
- Sales Due Diligence: Demonstrate proficiency in the discovery process (sales due diligence) and conceptual presentation promoting USI's competitive differentiation – including understanding, articulating, and delivering the USI ONE Advantage value proposition and specific solutions customized for each prospect.
- Team Collaboration: Collaborate with leaders to select the appropriate team to effectively conduct prospect sales presentations, including subject matter experts and account management staff tailored to each opportunity.
- Sales Obstacles: Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
- Strategic Thinking: Demonstrate strategic thinking and innovation based on knowledge of the market, carriers, and products, including understanding important technical/financial issues.
- Cross-Selling Opportunities: Create positive synergy and pursue cross-selling opportunities with other USI practices to enhance prospect and client relationships across the company.
- Representation: Positively and proactively represent USI at meetings, seminars, trade shows, and networking events.
- Client Retention: Strategize with sales leader and senior account staff to retain clients.
- Account Management: Work collaboratively with the account management team and local/regional and national resources to maximize results.
- Client Objectives: Understand and communicate client objectives to account management personnel.
- USI Policies: Effectively execute other USI policies.
- Experience: 3-5 years of experience in insurance brokerage, carrier, or related business to business sales, including calling on senior executives and a track record of financial success.
- Insurance Knowledge: Strong and/or developing understanding of property and casualty insurance.
- Personality: Must be personable and highly motivated to grow personal success.
- Communication Skills: Superior written and verbal communication and presentation skills.
- Visibility: Strong visibility within the HR and benefits community.
- Organization Skills: Excellent organization and follow-up skills.
- Approach: A consultative, positive, and resourceful approach to dealing with prospect, clients, and associates.
- Listening Skills: Excellent listening skills with strong customer focus.
- Goal-Oriented: Must be goal-oriented.
- Executive Presence: Ability to work with senior-level management and have a top-level executive presence.
- Education: College degree and current insurance licensing preferred.