Associate Personal Risk Specialist
USI Insurance Services
Overview The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high-net-worth individuals and family offices with complex financial and insurance needs. The PRS Select role is responsible for working alongside tenured Producers, providing new business sales support. This outside sales role is also responsible for establishing relationships as a trusted partner and advisor to clients and prospects. Responsibilities Achieve new business sales goals on an annualized basis based on our target market. Meet with prospects to understand their lifestyle, concerns, and unique insurance needs. Offer consultative, customized solutions tailored to their individual needs. Create and deliver professional presentations and proposals to internal and external clients and prospects. Illustrate the USI value proposition, industry trends, and customized insurance solutions. Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs. Identify and overcome sales obstacles on a prospect‑specific basis. Engage, introduce, and position value‑added third‑party subject matter experts in response to client needs. Assist with preparation and editing of presentations, proposals, and correspondence. Gain and develop knowledge of industry trends as well as advise and influence the development of innovative, bespoke solutions in response to client needs. Successfully penetrate assigned prospect targets utilizing USI’s Engagement Platform. Coordinate and positively represent USI in meetings, seminars, trade shows, and networking events. Support cross‑selling strategies for both new and existing clients. Qualifications 2+ years experience in personal insurance sales or service. High school diploma or equivalent required; college degree preferred. Personal lines insurance industry experience required. Must hold a property‑casualty license. Ability to travel 50% or more of the time to meet with clients. Personable, highly motivated, goal oriented, driven to achieve individual sales goals. Excellent organizational and follow‑up skills. Strong customer service skills that can be applied to the sales process. Strong knowledge of carriers and the personal insurance marketplace. Good teamwork skills with ability to work with minimal supervision. Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office. Excellent written and oral communication skills. Proficient in Microsoft Office suite of products. Benefits USI offers 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. A generous paid family leave benefit and paid holiday time are also provided. Compensation 80,000-90,000 #J-18808-Ljbffr USI Insurance Services
$135k - $150k
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