Personal Solutions Specialist
USI Insurance Services
Personal Solutions Specialist
The Personal Risk Services (PRS) practice delivers tailored risk management and insurance consultation to individuals and families with complex financial and insurance needs. As a Personal Solutions Specialist, you will play a key role in outside sales, focusing on driving new business and client retention. This is a purpose-driven career path in personal insurance, providing you with the skills, training, and expertise to become a trusted advisor. The role emphasizes relationship building, consultative selling, and collaboration with internal teams to deliver exceptional client experiences.
What You'll Do:
- Achieve annualized new business sales goals based on our target market.
- Conduct outbound prospecting to generate a high volume of first appointments.
- Meet with prospects to understand their lifestyle and insurance needs, offering tailored solutions.
- Prepare and deliver professional presentations and proposals highlighting USI's value proposition, industry trends, and customized insurance solutions.
- Provide an exceptional client experience through a personalized, consultative sales approach, emphasizing the ongoing support of the client service team.
- Identify and address prospect-specific sales challenges with strategic solutions.
- Collaborate with and introduce third-party subject matter experts in response to client needs.
- Develop knowledge and stay current on industry trends and contribute to the development of innovative, bespoke solutions.
- Utilize USI's Engagement Platform to manage and track prospecting efforts.
- Coordinate and positively represent USI in meetings, seminars, trade shows, and networking events.
- Support cross-selling strategies for both new and existing clients.
What We're Looking For:
- 2+ years of experience in a consultative sales role.
- High School diploma or equivalent required. College degree preferred.
- Must hold a Property & Casualty insurance license.
- Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
- Excellent organizational and follow-up skills.
- Exceptional customer service skills that can be applied to the sales process.
- Collaborative team player with the ability to work with minimal supervision.
Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 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.
Unrivaled Resources and Support What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage, 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, Enterprisethe 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 USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs 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 working together as ONE to build a better future.
Committed to a Diverse and Inclusive Workplace Our award-winning I'm With U diversity and inclusion program educates 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 eight consecutive years (2018-2025). Named to Business Insurance's annual list of the Best Places to Work in Insurance six years in a row (2020-2025). Named to Fortune's Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025). Certified as a Great Place To Work two years in a row (2024-2025).
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 12 paid holidays.
This is a Paid Time Off/Paid Sick Leave eligible position. 18 days per year.
USI Insurance Services- ...limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and... ...high-impact group facilitation. As a Mental Health Group Specialist, you will begin making a difference on day one, working...PersonalFull timeLocal areaRemote work
- ...Athletic Trainer/Injury Prevention Specialist Fit For Work is an innovative and rapidly expanding... ...path that is flexible, dynamic, and personalized to you. Being recognized as the best first choice for pioneering solutions that address emerging employer and employee...PersonalRelief10 hours per weekFlexible hours
- ...Relationship Specialist At AFC (Automotive Finance Corporation) we fuel the entrepreneurial... ...independent car dealers. AFC's finance solutions work with more than 12,000 independent... ...Canada) with company match Paid Vacation, Personal, and Sick Time Paid maternity and...PersonalTemporary workLocal areaImmediate start
- ...data and AI to work smarter, move faster and create breakthrough solutions that improve health outcomes for people. With our global scale... ..., sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic information...PersonalTemporary workCasual workInternshipFlexible hours
- ...Assure Patient Specialist - Portland, Oregon (1099 Contractor, Per Diem/On Call) The Kestra... ...with proven device therapies. Kestra's solutions combine high quality and technical... ..., or ECG technicians. ~ Disclosure of personal NPI number (if applicable) ~ Completion...PersonalDaily paidFor contractorsLocal areaAfternoon shift
$68k - $88k
..., generous benefits and by delivering cutting-edge technology solutions for our clients. Founded in 1990, World Wide Technology (WWT... ...' most complex challenges. Position Overview: Solution Specialists lead several of the pre-sales processes for qualified services...Full timeContract workRemote workShift work$26.97 per hour
...accountability, and safety for all. As a Resident Re-Entry Specialist , you will provide 24-hour supervision and monitoring of... ..., and searches of resident rooms, property, vehicles, phones, personal items, and residents (including pat-downs). Conduct same-gender...PersonalHourly payFull timeContract workWork at officeTrial periodShift work- ...System Administrator (Information Systems Specialist 5) Job Description: The Oregon... ...well as paid sick leave, vacation leave, personal leave, and 11 paid holidays a year. In... ...diagnosing user problems and implementing solutions. Ability to use critical thinking and analytical...PersonalAgency workFull timeWork experience placementWork at officeLocal areaRemote workWork from homeNight shiftWeekend workAfternoon shift
- ...includes determining specimen acceptability, answering telephone inquires, and multi-tasking while working quickly and accurately. The person filling this position will be of professional demeanor and perform their duties with an attitude which will best serve the clients...PersonalFlexible hoursNight shift
$133.2k - $172.37k
...Senior Therapeutic Specialist HCV/PBC Gilead's mission is to discover, develop and deliver therapies that will improve the lives of patients... ...a specific geographic area, including but not limited to, in-person representation and face to face meetings with healthcare...PersonalWork at officeWorldwide$25 per hour
...Leasing Specialist Berry Ridge - Gresham, OR Avanath is proud to be named one of the top property management companies to provide... ...Greet and qualify all prospects. Record all telephone and in-person visits on guest cards. Inspect models and available "market-...PersonalImmediate startFlexible hoursAfternoon shift$11.5 per hour
...Prospecting & Lead Specialist Reports to: Manager Requirements: Fluent in English - bilingual a plus Outside sales experience... ...in-house membership sales Build community relationships Personal training sales Cold calling Willingness to assist within...PersonalHourly pay- ...limited local options and long wait times to treatment that lacks personalization, behavioral healthcare can leave people feeling unseen and... ...self-harm or suicide. What does a Crisis Intervention Specialist do? A part-time Crisis Intervention Specialist at Charlie...PersonalFull timePart timeLocal areaImmediate start
- ...our people. Join us as a Route Coverage Specialist, a key service professional integral to... ...: Share customer feedback and potential solutions with location leadership. Stay informed... ...representatives will not ask job seekers to provide personal financial information when submitting a...PersonalWork at officeLocal areaMonday to FridayDay shift
- ...or utility fleets. ~ High school diploma or equivalent. ~ Personal tool set required. ~ Valid driver’s license; CDL preferred.... ...employees | 10,000+ rental trucks A leader in utility truck solutions. Legal Custom Truck One Source is an Equal Opportunity Employer...PersonalMonday to Friday
- ...is a global leader in diagnostic testing and drug development solutions, helping healthcare providers, researchers, and patients make... ...status, sexual orientation, gender identity, gender expression, personal appearance, age, veteran status, disability, genetic...PersonalFull timeTemporary workWork experience placementCasual workInternshipWork at officeMonday to FridayFlexible hours
- ...Share's Mission: “Share believes every person counts. Together we pursue a stronger... ...racist systems, focusing on sustainable solutions to structural racism, police violence, and... .... Job Summary: The Engagement Specialist provides staffing at all of Share's 24-hour...PersonalLocal areaAll shiftsShift workNight shiftDay shiftAfternoon shift
$25 - $70 per hour
...Description At MacDonald-Miller Facility Solutions (“MacMiller”) We make buildings work... ...vision. Dedication – We are dedicated to personal and professional excellence. We execute... ...Building Automation Service Specialist: This is where you come in. We’re seeking...PersonalHourly payTemporary workFor contractorsWork at officeLocal areaRemote work$66.5k - $102k
...We're looking for a talented Revit Specialist to join our team. This role sits at the... ...risks and obstacles and offer practical solutions ~ Solid time management and a track record... ...Program ~ Paid Time off - Vacation, Sick, Personal Leave, Family Leave for new parents, and...PersonalTemporary workFlexible hours3 days per week$124k - $179k
...Job Title: Therapeutic Specialist Tzield, Portland, OR Location: US Remote/Field... ...of digital, artificial intelligence and personal know-how. With a focus on immunology that... ...functions ~ Strong business acumen and solution-oriented mind-set ~ Ability to strategically...PersonalLocal areaRemote workShift work$29 - $35 per hour
...Connections company, is looking for a safety conscious Container Repair Specialist to join the team in NW Portland, Oregon. NWCS is an intermodal... ...and OSHA standards. REQUIREMENTS: Strong commitment to personal safety and the safety of your team and the community we serve....PersonalFull timeTemporary workMonday to FridayFlexible hoursShift work$18 per hour
...Description Job Description Production Specialist (Blaster – Swing Shift) Monday-... ...Match We are currently seeking a person to join our manufacturing team. As a Blaster... ...advance within our Company Anodize Solutions, 12620 Leveton Drive, Tualatin, Oregon 9...PersonalHourly payShift workAfternoon shift- ...environment allows you to balance your work and personal life. At Black & Veatch, you own your... ...Black & Veatch has delivered hydropower solutions worldwide for more than 40 years. We’ve... .... Recognized as a technical specialist and has knowledge and skill set to provide...PersonalWork experience placementWork at officeWorldwideFlexible hours
- ...Employee Position Title: Liquor License Investigator (Licensing Specialist) - Two Positions Job Description: The Oregon Liquor and... ...service and safety Work/life balance, 11 paid holidays a year, personal days, sick time, vacation accruals, and more! Click here to learn...PersonalPermanent employmentFull timeTemporary workWork at officeLocal areaRelocationFlexible hours
$100k - $125k
...‑on IFS consultant looking for a role where you can architect solutions, steer decision‑making, and help build a practice’s culture? If... .... About the Role As a Senior Solutions Consultant, IFS Specialist at Oxalis, you will guide customers through the design,...Full timeWork experience placementLocal area- ...Cardiovascular Program Specialist The Cardiovascular Program Specialist (CVPS) will provide expert clinical support, education, and... ...effectively support DaVinci adoption of Multiport Single Port, digital solutions, and customer needs. Promote advanced instruments and...Live inLocal areaWeekend work
- ...Health Information Specialist I-6706 Portland, OR Datavant is the data collaboration platform... ...actionable, we provide critical data solutions for organizations across the healthcare... .../metric-based work experience. In-person customer service experience. Ability...Full timeWork experience placementWork at officeMonday to Friday
- ...Health Information Specialist II Datavant is the data collaboration platform trusted for... ...and actionable, we provide critical data solutions for organizations across the healthcare... ...production/metric-based work experience. In-person customer service experience. Ability...Full timeWork experience placementWork at officeRemote workWork from homeMonday to Friday
- ...the camp fire! We offer: ~$125 clothing allowance ~401(k) Retirement savings plan ~ FLEXIBLE SCHEDULES to work around your personal life ~ Referral bonus ~ Career growth opportunity ~ great discounts on great food ~ awesome team members and Managers who...PersonalFlexible hoursNight shift
$21 - $22 per hour
...live, but a place to call home. We embrace opportunities for personal and professional growth, and encourage our employees to share... ...our apartment communities. We are looking to add a Leasing Specialist to our team at The Arbory. Benefits and Perks ~ Starting...PersonalWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Solutions Specialist. Be the first to apply!
- mental health specialist Portland, OR
- cash reconciliation specialist Portland, OR
- instructional technology specialist Portland, OR
- privacy specialist Portland, OR
- assessment specialist Portland, OR
- asset protection specialist Portland, OR
- sourcing specialist Portland, OR
- program specialist Portland, OR
- title specialist Portland, OR
- art specialist Portland, OR



