Commercial Insurance Sales Producer
4 weeks ago
The Industry Specialized Program for Select Commercial Insurance Sales Producer is a comprehensive sales and insurance program focused on outside sales driving new business sales revenue growth of commercial business clients ($10mm and under in sales).
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.
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