PL Personal Risk Specialist
7 months ago
Primary 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.
- To achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage ® .
- Successfully 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.
- Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
- Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
- The Personal Risk Specialist will be required to 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.
Knowledge, Skills and Abilities:
- Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
- Outstanding written and oral communication skills.
- Must have 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.
- College degree preferred but high school diploma or graduate equivalent degree required.
- Active property/casualty license required (or must be obtained within 60 days of hire).
- Proficient in Microsoft Office suite of products.
GLDR Why USI? With more than $2.5 billion in revenue and over 10,000 associates across 200+ offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Premier Sales Rewards, Industry-Leading Programs, and Recognition In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through , recognizing and rewarding our sales professionals for achieving superior results. USI offers that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace Our award-winning 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.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America’s Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance’s annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association’s Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our for a complete list of industry awards and recognitions.
USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. 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. USI also offers a generous paid family leave benefit as well as paid holiday time.
-
Caregiver/Personal Care Specialist
1 day ago
Bethel Park, Pennsylvania, United States Senior Helpers Full timeAt Senior Helpers, our team is dedicated to providing top-notch care and support to seniors in their homes. As a Personal Care Specialist, you will be responsible for creating and maintaining open communication with seniors, their families, and our staff. This role involves assisting with personal care, providing companionship, and helping with all...
-
Personal Care Specialist
1 day ago
Bethel, Ohio, United States Queen City Homecare LLC Full timeJob Overview:Becoming a Personal Care Specialist with Queen City Homecare LLC offers an incredible opportunity to make a meaningful difference in the lives of our clients. As a trusted caregiver, you will provide high-quality, personalized care and companionship to individuals who need assistance with daily living activities.In this role, you will have the...
-
Healthcare Risk Adjustment Coding Specialist
3 weeks ago
Winter Park, Florida, United States Wellvana Full timeAbout the RoleWe are seeking a highly skilled Healthcare Risk Adjustment Coding Specialist to join our team at Wellvana. This is an excellent opportunity for a motivated and detail-oriented professional to make a meaningful impact in the healthcare industry.Job SummaryThe Healthcare Risk Adjustment Coding Specialist will be responsible for partnering with...
-
Engineering Risk Management Specialist
3 days ago
Park Ridge, Illinois, United States FM Global Full timeFM Global, one of the world's largest risk management and industrial property insurance organizations, is seeking a skilled Engineering Risk Management Specialist to join its team. With over 50 office locations worldwide, FM provides specialized property protection to over one third of the FORTUNE 1000 companies as well as leading international...
-
Support Specialist for At-Risk Youth
3 weeks ago
Park Forest, Illinois, United States AUNT MARTHAS HEALTH AND WELLNESS INC Full timeJob Title: Support Specialist for At-Risk YouthAbout the RoleAunt Martha's Health and Wellness is committed to providing exceptional care and support to our communities. We are seeking a skilled Support Specialist to join our team, working with at-risk youth aged 10-17.ResponsibilitiesAct as a stabilizer, providing assessment, counseling, and service linkage...
-
Program Risk Management Specialist
3 weeks ago
Lexington Park, United States Crl Technologies Full timeAbout the RoleWe are seeking a highly skilled Program Risk Management Specialist to join our team at Crl Technologies. In this role, you will be responsible for providing overall risk management support and engineering support to an advanced research and development program.Job DescriptionThe successful candidate will develop the risk management strategy for...
-
Contact Center Quality Assurance Analyst
2 months ago
Schiller Park, United States Pls Financial Services, Inc. Full timeOverview PLS: People. Location. Service Why PLS? Because You Deserve Better PLS - which stands for People - Location - Service - is a leading retail provider of financial services. The "P" comes first, because our customers are at the center of everything we do, and we recognize that it's our exceptional team members who go above and beyond every day. The...
-
Schiller Park, United States Greenwood Project Full timeFinancial Services Operations and Risk Career SpecialistDepartment: PartnershipsEmployment Type: Full TimeLocation: Chicago,ILReporting To: Heidi AlbertDescriptionGreenwood ProjectThe Greenwood Project was founded in 2016 based on two core principles:"Students can't be what they can't see"and"There is no lack of talent, only a lack of opportunity."GP's...
-
Schiller Park, United States Greenwood Project Full timeFinancial Services Operations and Risk Career SpecialistDepartment: PartnershipsEmployment Type: Full TimeLocation: Chicago,ILReporting To: Heidi AlbertDescriptionGreenwood ProjectThe Greenwood Project was founded in 2016 based on two core principles:"Students can't be what they can't see"and"There is no lack of talent, only a lack of opportunity."GP's...
-
Cybersecurity Risk Management Specialist
3 weeks ago
Manassas Park, Virginia, United States Storage Strategies Inc Full time**Job Overview**We are seeking a highly skilled Cybersecurity Risk Management Specialist to join our team at Storage Strategies Inc. This is an exciting opportunity for an experienced professional to contribute to the security and integrity of our IT systems.**About the Role**This position involves assisting the Information Systems Security Manager (ISSM) in...
-
High-Risk Maternal Transport Nurse Specialist
3 weeks ago
Overland Park, Kansas, United States Overland Park Regional Medical Center Full timeJob OverviewWe are seeking a skilled and dedicated High-Risk Maternal Transport Nurse Specialist to join our team at Overland Park Regional Medical Center. This is an exciting opportunity for a registered nurse to utilize their skills and experience in providing high-quality patient care in a fast-paced transport environment.
-
Personal Care Specialist
3 weeks ago
Cedar Park, Texas, United States Sunflower Memory care Full timeJob Title: Personal Care SpecialistWe are seeking dedicated and compassionate Personal Care Specialists to support the daily care of elderly or memory care residents at Sunflower Memory Care.**Key Responsibilities:**Assist clients with daily living activities, promoting independence and comfort in their living environment.Effectively communicate ongoing care...
-
Personal Support Specialist
3 days ago
Hyde Park, United States MAB Community Services Full timeJob Title: Personal Support SpecialistWe are seeking a dedicated and empathetic Personal Support Specialist to join our team at MAB Community Services. As a Personal Support Specialist, you will have the opportunity to make a real difference in the lives of individuals with diverse needs.About the Role:This is a full-time position working Sunday-Wednesday...
-
Personal Transportation Specialist
4 weeks ago
Bethel, United States United Parcel Service Full timeSHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors,...
-
Personal Transportation Specialist
4 weeks ago
Bethel, United States Disability Solutions Full timeSHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...
-
Personal Transportation Specialist
4 weeks ago
Bethel, United States United Parcel Service Inc. Full timeSHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver you’ll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and...
-
Personal Care Specialist
3 weeks ago
Winter Park, Florida, United States Promise Home Care LLC Full timeWe are seeking a qualified Personal Care Specialist to join our team at Promise Home Care LLC. As a Personal Care Specialist, you will provide high-quality care and support to individuals in their own homes and communities.About the Job:Estimated salary: $18 - $22 per hourJob Description:We are committed to providing exceptional care and support to our...
-
Personal Transportation Specialist
4 weeks ago
Bethel, United States Hiring Now! Full timeSHIFT YOUR FUTURE Seasonal Support Driver SHIFT YOUR TEAM Who exactly are UPS Seasonal Support Drivers? As a Seasonal Support Driver youll deliver packages throughout their communities, connecting with customers along the way while driving their own vehicle. This is a friendly, physically active crew who enjoy fast-paced work, being outdoors, and being...
-
Brooklyn Park, Minnesota, United States Zurich Insurance Company Ltd. Full timeAbout the Role:This exciting opportunity exists for a seasoned Construction Risk Engineering Specialist to join Zurich Insurance Company Ltd. as we continue to expand our services in the Midwest region. The successful candidate will be responsible for reducing customer losses and enhancing sustainability within the construction industry.Key...
-
Personal Support Specialist
17 hours ago
Park Ridge, Illinois, United States Amada Senior Care Full timePersonal Support SpecialistWe are seeking a Personal Support Specialist to join our team at Amada Senior Care. As a caregiver, you will provide assistance to individuals in their daily living activities, ensuring their comfort and well-being.The ideal candidate will have 1+ years of experience in assisted living or senior care environments, knowledge of...
