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Personal Risk Specialist

Location:

MD - Hunt Valley

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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.

Founded in 1994 with a single office of $6.5 million of revenue and 40 associates, today, USI has grown to become one of the largest insurance brokerage and consulting firms in the world with over $2 billion in revenue and more than 8,000 associates in approximately 200 offices in the U.S. and abroad. 

At USI, we take your success seriously. That’s why we’re proud to have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through a unique professional development platform – USI ONE®, along with one-of-a-kind reward and recognition programs designed to recognize sales excellence. What’s more? Our leadership teams are committed to helping you win and retain business.

National and Local Sales Training and Support                                                                What truly distinguishes USI as a leading insurance brokerage and consulting firm is the USI ONE Advantage®. This game-changing value proposition delivers a unique set of enterprise solutions and resources to our clients and provides a process and path for the professional development and success of our sales professionals. USI ONE represents Omni, Network, Enterprise – the three key elements that create the USI ONE Advantage and set us apart from the competition.

To complement the tools and resources in our USI ONE process, USI offers a full suite of industry training and sales support programs, including USI University, USI Fast Start, our proprietary content on demand platform, and our Future Leaders program – all led by award-winning experts.

Premier Sales Reward and Recognition                                                                                  USI PEAK, our annual sales incentive program, is designed to reward and recognize USI’s sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.

Committed to a Diverse and Inclusive Work Environment  
At USI, we value diversity and remain committed to ensuring a fair, diverse, and inclusive work environment for all individuals. USI’s “I’m with U” diversity and inclusion program represents our firm’s collective commitment to innovating and advancing our diversity and inclusion initiatives in support of our more than 8,000 team members and the local communities we serve. I’m - for taking individual action. With - for bringing people together, not apart. And U - for Understanding, Uncovering, Uplifting, Upholding, Unblinking, and Unifying.

Nationally Ranked and Recognized as a Top Insurance Workplace

  • 2nd largest privately held broker of U.S. business and the 9th largest insurance broker in the world, Business Insurance 2020 Agents and Brokers Rankings + Directory.
  •  2nd largest privately held employee benefits broker ranked by global benefits revenue, Business Insurance 2020 Agents and Brokers Rankings + Directory.
  • 5th largest independent commercial lines broker and one of the top five largest privately held brokers of personal lines business in the U.S., Insurance Journal 2020 Top 100 Independent Property/Casualty Agencies & Insurance Journal 2020 Top 50 Personal Lines Agencies.
  • Recognized as one of Insurance Business America’s Top Insurance Workplaces three years in a row (2018-2020).
  • American Heart Association Workplace Health Achievement Index Gold-level recipient three years in a row (2018-2020).
  • Named to Business Insurance’s 2020 list of Best Places to Work in Insurance.
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).


General Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. In addition to cross-selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.

Primary Responsibilities:

  • Schedule appointments and visit with high net worth individuals to understand their lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions accordingly.
  • Achieve new business sales goals on an annualized basis based on our target market.
  • To achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI ONE Advantage®.
  • Successfully penetrate assigned prospect targets utilizing USI’s Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
  • Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
  • Successfully develop and deploy sales and marketing strategies, along with periodic communications to optimize USI's position in the marketplace.
  • The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value-added service that is provided to the clients of the center of influence.
  • Build strong working relationships and win the confidence of Commercial Lines and Employee Benefits production staff.
  • Establish a relationship as a trusted partner and advisor to clients and prospects.
  • Develop and support cross-selling strategies for existing clients, as well as new relationships.
  • Participate and, as necessary, lead meetings with existing and prospective clients.
  • Manage employee and prospect data, including the development of prospect lists from business clients, maintaining activity records in USI’s CRM and sales tracking programs.
  • Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
  • Flexibility in schedule is a must – requires some evening hours.

Knowledge, Skills and Abilities:

  • Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
  • Outstanding written and oral communication skills.
  • Must have personal lines insurance industry experience.
  • Ability to travel 50% or more of the time and meet with clients.
  • Good teamwork skills with an ability to work with minimum supervision.
  • Highly motivated, goal-oriented and organized individual that is driven to achieve individual sales goals.
  • Good customer service skills that can be applied to the sales process.
  • Strong knowledge of carriers and personal insurance marketplace.
  • Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
  • College degree preferred but high school diploma or graduate equivalent degree required.
  • Active property/casualty license required (or must be obtained within 60 days of hire).
  • Proficient in Microsoft Office suite of products.
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GLDR

Job ID:

17862

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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.

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