Insurance Sales Professional
3 weeks ago
We are seeking a highly motivated and experienced Insurance Sales Professional to join our team at USI Insurance Services. As a Commercial Lines Sales Representative, you will be responsible for driving business sales, retention, and growing existing client revenue in the Property & Casualty insurance market.
Key Responsibilities- Achieve annualized new business sales of $175k in our target market of companies at least $10mm in sales within a specific industry.
- Work with Practice Leader to declare a primary industry specialization (vertical) and choose a secondary vertical aligned with the primary vertical.
- Retain at least 92% of business year over year with assistance from leadership and account management staff.
- 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 plans and use effective prospecting strategies.
- Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
- Participate in national and regional vertical meetings and video calls.
- Engage in meetings on preparing for first appointments, advancing, closing, and retaining of business.
- Use USI's contact management and sales automation tools to support sales processes.
- Participate in USI's industry training and sales support programs.
- Pursue cross-selling opportunities to enhance prospect and client relationships.
- Collaborate 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.
- 3 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 with a consultative approach to dealing with prospects, clients, and associates.
- Superior communication, negotiation, and presentation skills.
- Excellent organizational and follow-up skills.
- Ability to deal with senior-level management and have a top-level executive presence.
USI is one of the largest insurance brokerage and consulting firms in the world, with over $2.5 billion in revenue and 10,000+ associates across 200+ offices nationwide. We offer a dynamic personal and professional development culture, competitive benefits, and a range of employee programs that recognize outstanding achievement and support a healthy, productive lifestyle.
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. Our award-winning I'm With U diversity, equity, and inclusion program educates our associates to better understand and serve our clients, prospects, fellow team members, and local communities.
Nationally recognized as a Top Insurance Employer, USI offers a full suite of competitive benefits, including medical, wellness, dental, and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance, and more.
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