Personal Risk Specialist

Personal Risk Specialist – Metairie at USI Insurance Services Location: Metairie, LA 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, this role also focuses on developing new client sources. Primary Responsibilities Schedule appointments and visit 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 within the target group for USI ONE Advantage®. Penetrate assigned prospect targets using USI’s Engagement Platform with prospective business partners such as lawyers, financial professionals, realtors and other affluent‑segment professionals. Identify and overcome sales obstacles on a prospect‑specific basis. Develop and deploy sales and marketing strategies, and periodic communications to optimize USI’s market position. Meet external centers of influence to prospect, engage and serve as a value‑added service for their clients. Build strong working relationships with Commercial Lines and Employee Benefits production staff. Act 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. Maintain employee and prospect data, including prospect lists, activity records in USI’s CRM and sales tracking programs. Prepare proposals for Personal Risk Management clients, research and assist in writing responses, and present personalized insurance programs to prospective clients. Flexibility in schedule is required; some evening hours may be necessary. Knowledge, Skills, and Abilities At least 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, and organized, driven to achieve individual sales goals. Strong customer service skills applicable to the sales process. Strong knowledge of carriers and the personal insurance marketplace. Commitment to the 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 Microsoft Office suite. Why USI? USI is one of the largest insurance brokerage and consulting firms worldwide, with over $3 billion in revenue and 10,500 associates in 200 offices. We invest heavily in associate development and celebrate growth through employee reward and recognition programs. USI ONE Advantage® offers a robust set of risk management and benefit solutions with a financial impact. USI ONE® represents Omni, Network, Enterprise—three key elements that differentiate us from the competition. In addition to competitive pay, incentives, and benefits, USI recognizes top sales associates through the USI PEAK program and offers employee programs that support health, wellness, and financial well‑being. USI is committed to community engagement, environmental sustainability, and a culture of diversity and inclusion. Our award‑winning I’m With U diversity and inclusion program educates associates and enhances service to clients and communities. USI offers comprehensive benefits: medical, wellness, dental, vision, 401(k), flexible spending accounts, disability, life insurance, paid family leave, and paid holiday time. Full‑suite competitive benefits support our diverse workforce. #J-18808-Ljbffr USI Insurance Services