USI Insurance

General Description: Outside Employee Benefits sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction, and organic growth.

Responsibilities:

• Achieve annualized new business sales of $200k in our target market of companies with 200-2,000 employees. With assistance from leadership and account management staff, retain at least 92% of business year over year. 
• Meet new business activity and quality appointment goals. 
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Develop sales business plan and use effective prospecting strategies.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Take part in national and regional meetings and video calls.
• Engage in meetings on preparing for first appointments advancing, closing, and retaining of business.
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources. 
• Participate in USI’s industry training and sales support programs. 
• Pursue cross-selling opportunities to enhance prospect and client relationships. 
• Collaborate with account management team on significant account management services for clients. 
• Demonstrate strong knowledge of USI competitors.
• Positively represent USI in meetings, seminars, trade shows and networking events.

Knowledge, Skills and Abilities:

• 3 years + of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred.
• Must hold a Life and Health insurance license. 
• Strong knowledge of Employee Benefits.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills. 
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Strong visibility within the Human Resources and benefits community.
• 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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