Commercial Lines Sales Producer

7 days ago

Cleveland, Ohio, United States USI Insurance Services Full time
About USI Insurance Services

USI Insurance Services is a leading insurance brokerage and consulting firm with over $2.7 billion in revenue and a presence in over 200 offices nationwide.

About the Role

We are seeking a highly motivated and experienced Commercial Lines Sales Producer to join our team. As a key member of our sales team, you will be responsible for driving new business sales and retention for small business clients.

Key Responsibilities
  • Achieve annualized new business sales goal of $80k in our target market of companies with sales of less than $10mm.
  • 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.
  • Overcome sales obstacles on a prospect-specific basis.
  • Build client and prospect pipeline.
  • Develop cross-selling strategies for existing clients.
  • Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
  • Take part in national vertical meetings and video calls.
  • Engage in meetings on preparing for first appointments and closing and retaining business.
  • Use USI's contact management and sales automation tool to support sales processes.
  • Input timely and accurate information to facilitate sales and revenue projections.
  • Participate in USI's industry training and sales support programs.
  • Pursue cross-selling opportunities to enhance prospect and client relationships.
  • Work 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.
Qualifications
  • 2+ years of sales experience in an insurance brokerage with 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.
  • Driven to achieve individual sales goals.
  • Superior communication, negotiation, and presentation skills.
  • Excellent organizational and follow-up skills.
  • Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
  • Excellent listening skills with strong customer focus.
  • Ability to deal with senior level management and have a top-level executive presence.
Equal Opportunity Statement

USI Insurance Services is an equal opportunity employer and welcomes applications from diverse candidates. Our award-winning 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.

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