What are the responsibilities and job description for the Personal Risk Select Specialist position at USI Holdings Corporation?
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.
Metrics:
- $40k of annual referred business expected from Personal Risk Advisor partners.
- Target $40k of annual business will be self-generated.
- 3 self-generated 1st appts per week.
- 30 self-generated outbound calls per week.
- Below minimum floors of $20k of annual self-generated business and $5k quarterly, producers will be subject to Performance Improvement Plan.
Knowledge, Skills and Abilities:
- 2 years experience in personal insurance sales or service.
- High School diploma or equivalent degree 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, and 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 the 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.
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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, Enterprise—the 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.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. 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).
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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 paid holiday time.
Salary Range: $75,000 - $85,000Salary : $75,000 - $85,000