Select Producer
Location:
CA - San Diego
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General Description: Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small business clients. Cross-sells referrals from other business units and establishes pipeline of clients with sales less than $10mm.
Responsibilities:
* Achieve annualized new business sales goal of $100k in our target market of companies with sales of less than $10mm.
* 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. Overcome sales obstacles on a prospect-specific basis.
* Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
* Take part in national vertical meetings and video calls.
* Engage in meetings on preparing for first appointments and closing and retaining business.
* Use USI’s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections.
* Participate in USI’s industry training and sales support programs.
* Pursue cross-selling opportunities to enhance prospect and client relationships.
* Work with account management team on significant Account Management services for clients.
* Demonstrate strong knowledge of USI competitors.
Knowledge, Skills and Abilities:
* 2+ years in insurance brokerage, carrier, or related business sales experience including calling on senior executives. Track record of sales success.
* Must hold a Property & Casualty insurance license. College degree preferred.
* Strong knowledge of Property & Casualty Insurance.
* Personable, highly motivated and goal-oriented. Driven to achieve individual sales goals.
* Superior communication, negotiation, and presentation skills.
* Excellent organizational and follow-up skills.
* Consultative, positive and resourceful approach to dealing with prospect, clients and associates.
* 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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