Personal Risk Specialist

4 weeks ago

Bethel Park, United States USI Insurance Services Full time
Job Summary

We are seeking a highly motivated and experienced Personal Risk Specialist to join our team at USI Insurance Services. As a Personal Risk Specialist, you will be responsible for serving the unique insurance needs of affluent/high net worth clients, establishing new business relationships, and developing sales and marketing strategies to optimize USI's position in the marketplace.

Key Responsibilities
  • Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns, and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
  • Achieve new business sales goals on an annualized basis based on our target market.
  • Develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage.
  • Penetrate assigned prospect targets utilizing USI's Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors, and other professionals that serve the affluent segment of the market.
  • Identify and overcome sales obstacles on a prospect-specific basis.
  • Develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
  • Meet with external centers of influence to prospect, engage, and ultimately serve as a value-added service that is provided to the clients of the center of influence.
  • Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
  • Establish a relationship as a trusted partner and advisor to clients and prospects.
  • Develop and support cross-selling strategies for existing clients, as well as new relationships.
  • Participate and, as necessary, lead meetings with existing and prospective clients.
  • Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI's CRM and sales tracking programs.
  • Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients, and present individual personalized insurance programs to prospective clients.
  • Flexibility in schedule is a must – requires some evening hours.
Requirements
  • A minimum of 3 years in High Net Worth or personal insurance sales or service.
  • Outstanding written and oral communication skills.
  • A personal lines insurance industry experience.
  • Ability to travel 50% or more of the time and meet with clients.
  • Good teamwork skills with an ability to work with minimum supervision.
  • Highly motivated, goal-oriented, and organized individual that is driven to achieve individual sales goals.
  • Good customer service skills that can be applied to the sales process.
  • Strong knowledge of carriers and personal insurance marketplace.
  • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
  • A college degree preferred but high school diploma or graduate equivalent degree required.
  • An active property/casualty license required (or must be obtained within 60 days of hire).
  • Proficient in Microsoft Office suite of products.

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