USI Insurance

General Description: Outside Surety sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction and organic growth.

Responsibilities:

• Achieve annualized new business sales of $175k in our target market of companies.
• Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with the primary vertical.
• With assistance from leadership and account management staff, retain at least 95% of business year over year.
• 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 a sales business plan and use effective prospecting strategies.
• Innovate for clients using market knowledge and advanced understanding of technical surety issues.
• Take part in national and regional vertical meetings and video calls.
• Engage in meetings on preparing for first appointments, advancing, closing, and retaining business
• Use USI’s contact management and sales automation tools to support sales processes. Input timely and accurate information to facilitate sales and revenue projections and engage technical resources. 
• Participate in USI’s industry training and sales support programs. 
• Pursue cross-selling opportunities to enhance prospect and client relationships. 
• Collaborate with the 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:

• 5-10 years in surety 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 the Surety industry.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills. 
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with a strong customer focus.
• Ability to deal with senior-level management and have a top-level executive presence.