USI Insurance

General Description: Outside Commercial Lines 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 $175k in our target market of companies at least $10mm in sales within a specific industry.
• Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with primary vertical.
• 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 vertical 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.

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