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Commercial Lines Program Insurance Advisor

Location:

PA - Newtown Square, TX - Dallas

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Why USI?


Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI!


Responsibilities:

 

        Achieve annual new business insurance sales goals of $100K in our target market of Financial Institutions.

        Demonstrate technical knowledge necessary to communicate our solutions effectively to a noninsurance buyer.

        Required to meet with external centers of influence to prospect and engage. Serve as a value-added service that is provided to the clients of the center of influence.

        Facilitate networking sessions with Financial Institutions and other respective associations to build COIs. Identify prospects and address industry risks, concerns and unique insurance market needs/ requirements. Provide expertise and advice of tailored insurance solutions to meeting customer/ prospect needs.

        Maintain prospect pipeline of known policy expiration dates (X-dates). Develop new prospects through face to face to meetings and phone prospecting.  Plan for and participate in meetings focused on earning first appointments, preparing for first appointments, and closing business.

        Maintain a high degree of accuracy in agency management systems.

        Champion client cross-selling initiatives and develop customer accounts.

        Complete and submit sales and production reports to management as requested.

        Attend weekly sales meetings, engagement day and customer/association events as required.

        Develop and deploy sales and marketing strategies. along with periodic communications to optimize USI’s position in the marketplace.

        Positively and proactively represent USI in meetings, seminars, trade shows and networking events.

        Ability to identify and overcome sales obstacles on a prospect-specific basis.

        Become a subject matter expert in identified business solutions.

        Demonstrate proficiency in the discovery process (sales due diligence) and promoting USI’s competitive differentiation.

        Create positive synergies and build strong working relationships and win confidence of the local Select, PRS, Commercial Lines and Employee Benefits production staff.

        Ability to travel more than 50% of the time to meet with identified COIs, networks, associations, prospects and clients.


Knowledge, Skills and Abilities


  • Experience in insurance brokerage, carrier, or related business to business sales setting is preferred as well as a successful track record of sales success. 
  • Property & Casualty license is preferred or the ability to obtain one within 60 days.   
  • Ability to perform in a sales-focused, results- oriented environment working with a strong team is preferred.  
  • Strong and/or developing knowledge of Property & Casualty insurance coverages.
  • Excellent communication, negotiation, and presentation skills.
  • Must be personable, highly motivated, goal oriented and organized individual that is driven to achieve sales goals.
  • Excellent organizational and follow-up skills.
  • A consultative, positive, and resourceful approach to dealing with prospect, clients, and associates.
  • Excellent listening skills with strong customer focus.
  • Ability to deal with senior level management and have a top-level executive presence.



Job ID:

23403

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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com