Personal Risk Specialist

Personal Risk Specialist The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross-selling, this role is expected to establish additional sources of clients. 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. 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 provide a value‑added service 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 in and, as necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including the development of prospect lists, maintaining activity records in USI's CRM and sales tracking programs. Prepare proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients, and present individualized insurance programs. Flexibility in schedule is required, including some evening hours. Knowledge, Skills & Abilities Minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Personal lines insurance industry experience. Ability to travel 50% or more of the time and meet with clients. Strong teamwork skills with ability to work with minimal supervision. Highly motivated, goal‑oriented, organized individual with a drive to achieve sales goals. Customer service skills that can be applied to the sales process. Strong knowledge of carriers and the personal insurance marketplace. Commitment to mutual objectives of the Personal Insurance Practice and Regional Office. College degree preferred; high school diploma or graduate equivalent required. Active property‑casualty license required (or must be obtained within 60 days of hire). Proficiency in MS Office suite of products. Benefits USI offers a comprehensive benefits package that includes medical, wellness, dental, and vision coverage, 401(k) with company matching, flexible spending and health savings accounts, short and long‑term disability, life insurance, and other employer‑sponsored and voluntary programs. Paid family leave and paid holiday time are also provided. Salary range: $75,000 - $95,000. #J-18808-Ljbffr USI Insurance Services