Personal Solutions Specialist

Job Title

Job Description and Requirements

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.

Metrics

8+ self-generated first appointments per week. 200+ self-generated outbound calls per week. New business expected from account-rounding, integrated offering (IOU), existing COIs, and self-generated opportunities. Below minimum floors of $10k of annual self-generated business (9 months).

Knowledge, Skills and Abilities

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.

Work Environment

Sit for extended periods while working at a computer or attending virtual meetings. Travel by car and/or air to client appointments and off-site locations. Operate office equipment and use repetitive hand motions, such as typing. Communicate clearly via phone, video conferencing tools, email, and in person. Ability to move for extended periods across various environments. Includes standing, walking, bending, kneeling, squatting and/or reaching. Infrequently, lifting or carrying items that range from 10-50lbs may be required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of the job.

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).