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Job Details

Locations
CA - Concord
Job ID
22808

Description and Requirements

General Description: Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small business clients. Cross-sell referrals from other business units and establish a pipeline of clients with sales less than $10mm.

Responsibilities:
• Achieve annualized new business sales goal of $80k 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.
• Build client and prospect pipeline. Develop cross-selling strategies for existing clients.
• 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.
• Positively represent USI in meetings, seminars, trade shows, and networking events.

Knowledge, Skills and Abilities:
• 2+ years of sales experience in an insurance brokerage with proven track record of sales success.
• College degree preferred. 
• Must hold a Property & Casualty insurance license. 
• 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 prospects, 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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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. Salary Range $80,000-$95,000 (depends on experience)


Salary Range $80,000-$90,000