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Job Details

Locations
NC - Charlotte
Job ID
25408

Description and Requirements

General Description: The Industry Specialized Program for Select Commercial Insurance Sales Producer -Industry Specialized role, is a comprehensive sales and insurance program focused on outside sales driving new business sales revenue growth of commercial business clients ($10mm and under in sales). In addition to cross-selling referrals from other internal business units, this role is expected to establish additional wins through an assigned book of qualified prospects within an industry specialization, Construction, Commercial Real Estate, Healthcare or Industrial. The Industry Specialized Program is designed to develop insurance industry knowledge, obtain insurance licensing, and focus on outside sales opportunities while leveraging current industry knowledge.

Primary Responsibilities:
• Achieve new business sales goals on an annualized basis based on our target market of companies with sales of less than $10mm.
• Create positive synergy and pursue cross-selling opportunities with other practices (Property/Casualty, Employee Benefits, Personal Risk Services) to meet revenue growth targets.
• Generate sufficient new business leads and first appointment activity volume. 
• Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
• Demonstrate proficiency in the discovery process (sales due diligence) and promoting USI’s competitive differentiation, including mastering the use of USI’s presentation templates and supporting OMNI output and associated solution pages.
• Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
• Develop relationships and achieve new business goals within a specific industry specialization (construction, commercial real estate, healthcare, or industrial)
• Systematically use CRM to support sales processes, including input of accurate and timely information relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc., to facilitate realistic corporate sales and revenue projections.
• Attend and actively participate in USI Industry Specialized Program, USI University and USI Select ONE Academy.
• Obtain proper insurance licensing through the Industry Specialized Program and independent study
• Successfully 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.

Knowledge, Skills, and Abilities:
• 3-5 years of experience in, related business to business sales experience, including calling on senior executives and a track record of financial success.
• Current sales success within one of the following industries: Construction, Commercial Real Estate, Healthcare or Industrial
• Must be a personable, highly motivated, goal-oriented, and organized individual that is driven to achieve individual sales goals.
• Superior written and verbal communication and presentation skills.
• Excellent organization and follow-up skills.
• Excellent listening skills with a strong customer focus.
• Good teamwork skills with an ability to work with minimum supervision.
• Understand and commit to mutual objectives of the Select Commercial Insurance Practice and Regional Office.
• Ability to work with senior level-management and have a top-level executive presence.
• College degree preferred.

#LI-BM3
Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. 

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Pathways to Promotion
USI sales associates are equipped with an industry-leading sales training program called USI ONE® Academy, focusing on the understanding, messaging, and articulation of USI’s technical solutions. Our Executive Series program features industry articles, videos, and tools to promote meaningful conversations with prospects and clients, and our internal networking and mentoring programs help establish a strong foundation of professional development. These tools and resources set you up for success, and the average promotion timeline from small business sales to middle market is 12-36 months.

Premier Sales Rewards, Industry-Leading Programs, and Recognition 
In addition to competitive pay and commission, incentives, and benefits, USI recognizes our top sales associates through USI PEAK, recognizing and rewarding our sales professionals for achieving superior results. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer
  • Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
  • Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list. 
  • Honored by Glassdoor as a Best-Led Company in the U.S. in 2024. 
  • Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions! 

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 family leave benefit as well as paid holiday time.