Insurance Sales Representative

2 days ago

Vero Beach, Florida, United States USI Insurance Services Full time
Job Summary

We are seeking a highly motivated and experienced Insurance Sales Representative to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for driving business sales, retention, and growth in our target market of companies with at least $10 million in sales within a specific industry.

Key Responsibilities
  • Achieve annualized new business sales of $175,000 in our target market
  • Manage client relationships and drive profitability, satisfaction, and organic growth
  • 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
  • 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 plan 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
  • Input timely and accurate information to facilitate sales and revenue projections and engage technical resources
  • 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
Requirements
  • 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
  • Superior communication, negotiation, and presentation skills
  • Excellent organizational and follow-up skills
  • A 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
Why USI?

At USI, we offer a dynamic personal and professional development culture, with a focus on celebrating our associates' growth and success. We invest heavily in our associates and provide 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 are committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. 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 through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

We are nationally recognized as a top insurance employer, with a commitment to providing a positive and inclusive work environment. Join our team and be part of a dynamic and growing organization that values its associates and provides opportunities for growth and development.

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