Commercial Insurance Sales Producer
1 month ago
The Commercial Insurance Sales Producer role at USI Holdings Corporation is a key position in our sales and insurance program. As a seasoned sales professional, you will be responsible for driving new business sales revenue growth of commercial business clients ($10mm and under in sales). This role requires a strong understanding of the insurance industry, excellent communication and presentation skills, and the ability to work with senior-level management.
Key Responsibilities- Achieve new business sales goals on an annualized basis based on our target market of companies with sales of less than $10mm.
- Create positive synergy and pursue cross-selling opportunities with other practices (Property/Casualty, Employee Benefits, Personal Risk Services) to meet revenue growth targets.
- Generate sufficient new business leads and first appointment activity volume.
- Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
- Demonstrate proficiency in the discovery process (sales due diligence) and promoting USI's competitive differentiation, including mastering the use of USI's presentation templates and supporting OMNI output and associated solution pages.
- Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
- Develop relationships and achieve new business goals within a specific industry specialization (construction, commercial real estate, healthcare, or industrial).
- Systematically use CRM to support sales processes, including input of accurate and timely information relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc., to facilitate realistic corporate sales and revenue projections.
- Attend and actively participate in USI Industry Specialized Program, USI University and USI Select ONE Academy.
- Obtain proper insurance licensing through the Industry Specialized Program and independent study.
- Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
- Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
- Work collaboratively with the account management team and national/regional resources to maximize results.
- 3-5 years of experience in related business to business sales experience, including calling on senior executives and a track record of financial success.
- Current sales success within one of the following industries: construction, commercial real estate, healthcare or industrial.
- Must be a personable, highly motivated, goal-oriented, and organized individual that is driven to achieve individual sales goals.
- Superior written and verbal communication and presentation skills.
- Excellent organization and follow-up skills.
- Excellent listening skills with a strong customer focus.
- Good teamwork skills with an ability to work with minimum supervision.
- Understand and commit to mutual objectives of the Select Commercial Insurance Practice and Regional Office.
- Ability to work with senior level-management and have a top-level executive presence.
- College degree preferred.
USI Holdings Corporation 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 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 educated our associates to help them 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 awards and accolades including Insurance Business America's Top Insurance Employers for six consecutive years, Business Insurance's annual list of the Best Places to Work in Insurance four years in a row, and 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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