Personal Risk Specialist

Responsibilities Schedule appointments and visit with high net worth individuals to understand lifestyle, concerns and unique insurance needs, providing consultative advice to tailor personal risk management solutions accordingly. Achieve new business sales goals on an annualized basis based on 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 using the Engagement Platform process with professionals such as lawyers, financial services professionals, realtors and other professionals who serve the affluent segment. Identify and overcome sales obstacles on a prospect-specific basis. Develop and deploy sales and marketing strategies and periodic communications to optimize USI’s position in the marketplace. Meet with external centers of influence to prospect, engagemenet and provide value-added services to their clients. Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff. Establish relationships as a trusted partner and advisor to clients and prospects. Develop and support cross‑selling strategies for existing clients and new relationships. Participate in and, when necessary, lead meetings with existing and prospective clients. Manage employee and prospect data, including development of prospect lists, maintaining activity records in USI CRM and sales tracking programs. Prepare proposals for personal risk management clients and prospects, research and assist in writing responses and present individualized insurance programs to prospective clients. Show flexibility in schedule, with some evening hours required. Qualifications 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. Good teamwork skills with minimal supervision. Highly motivated, goal‑oriented, organized individual driven to achieve sales goals. Strong customer‑service skills applicable to the sales process. Strong knowledge of carriers and the personal insurance marketplace. Understanding and commitment to mutual objectives of the personal insurance practice and regional office. College degree preferred; high school diploma or equivalent required. Active property‑casualty license required or must be obtained within 60 days of hire. Proficiency in MS Office suite. Compensation and Benefits Salary Range: $80,000 - $120,000 Bonus eligible position. USI offers a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending & health savings account, short and long-term disability, company‑ and employee‑paid life insurance, and other employer‑sponsored and voluntary programs. USI also offers a generous paid time away program including paid time off (PTO), paid disability leave, paid parental leave and holiday time. #J-18808-Ljbffr USI Insurance Services