Personal Risk Specialist

General Description 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, the primary focus for business development is to establish additional sources of clients. 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 the 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 to meet revenue goals. Penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment. 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 for their clients. Build strong working relationships and gain the confidence of Commercial Lines and Employee Benefits production staff. Establish relationships as a trusted partner and advisor to clients and prospects. Support cross-selling strategies for existing clients and new relationships. Participate in, and as necessary lead, meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs. Develop and oversee preparation of proposals for Personal Risk Management clients and prospects; research and assist in writing responses, and present individualized personalized insurance programs. Maintain flexibility in schedule, including some evening hours. Knowledge, Skills and Abilities Minimum of 3 years in High Net Worth or personal insurance sales or service. Outstanding written and oral communication skills. Experience in the personal lines insurance industry. Ability to travel 50% or more of the time and meet with clients. Good teamwork skills with the ability to work with minimum supervision. Highly motivated, goal oriented and organized individual driven to achieve sales goals. Strong customer service skills applicable to the sales process. Deep 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 to be obtained within 60 days of hire). Proficiency in MS Office suite. Benefits 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. #J-18808-Ljbffr