Commercial Lines Program Insurance Advisor
Location:
DE - Wilmington, GA - Atlanta, MD - Hunt Valley, NJ - Elmwood Park, NJ - Florham Park, NJ - Matawan, NJ - Mount Laurel, NJ - Toms River, PA - Allentown, PA - Blue Bell, PA - Harrisburg, PA - Newtown Square, PA - Pittsburgh
Apply nowAre 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 Dental practices.
• 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 Dental practices 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.
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