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SM Associate Producer


OH - Cincinnati

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General Description: The Associate Producer is responsible partnering with assigned Producer(s)/ Mentor(s) to help drive new business sales revenue growth, existing client revenue retention and growth through the execution of the USI G, P, C and K processes and support best practices based upon assigned book of prospects and clients.


  • Collaborate with assigned Producer(s)/ Mentor(s) to help generate first appointment activity to build the assigned Producers’ book of business.
  • Work with Practice Leader, Established Producers and Account Management staff to gain experience and exposure to all aspects of the business that will be necessary to advance to the next level.
  • Build technical knowledge necessary to communicate our solutions and work product effectively to a non-insurance buyer.
  • Systematically use CRM to support sales processes.
  • Develop proficiency at discovery process (sales due diligence) and  conceptual presentation promoting USI competitive differentiation, including proficiency at understanding, articulating and delivering the USI ONE Advantage and specific solutions customized to each prospect.
  • Partner with assigned Producer(s)/ Mentor(s) to develop a superior sales business plan and demonstrate active participation in the USI Engagement Platform and other effective prospecting strategies that generate sufficient new business leads and first appointment activity volume of 4 appointments per month.
  • Work with assigned Producer(s)/ Mentor(s) to successfully penetrate assigned prospect targets utilizing the Engagement Platform process.
  • Learn to identify and overcome sales obstacles on a prospect-specific basis.
  • Attend and actively participate in USI University and USI Fast Start sessions.
  • Develop strategic thinking and innovation skills based on knowledge of the market, carriers and products, including understanding of important technical/financial issues.
  • Help assigned Producer(s) prepare for and participate in the Get, Prep, Close and Keep meetings for all first appointments; close presentations, and renewals of assigned business.
  • Participate on a regular basis in prep, close, and keep meeting of other producers in the same vertical.
  • Gain working knowledge of the use of the USI Presentation template along with supportive OMNI output and associated solution pages.
  • Partner with assigned Producer(s)/ Mentor(s) to create positive synergy and pursue cross selling opportunities with other practices (Property/Casualty, EB, USICG, PRS, etc.) to enhance prospect and client relationships.
  • Partner with assigned Producer(s)/ Mentor(s) to complete accurate and timely information into sales automation platform (CRM) relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc to facilitate realistic corporate sales and revenue projections. 
  • Develop working knowledge of USI competitors, targeting prospects serviced by weaker brokers for faster sales growth.
  • Learn to 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.
  • Work collaboratively with the account management team and national/regional resources to maximize results.
  • Learn to understand and communicate client objectives to account management personnel.   

Knowledge, Skills and Abilities:

·         Must be personable and highly motivated to grow personal success.

  • Superior written and verbal communication and presentation skills.
  • Excellent organizational and follow-up skills.
  • A consultative, positive and resourceful approach to dealing with prospect, clients and associates.
  • Highly developed organization and time management skills.
  • Excellent listening skills with strong customer focus.
  • Goal orientated.
  • Ability to deal with senior level management and have a top level executive presence.
  • College degree and current insurance licensing are preferred.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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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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