General Description:Outside Commercial Lines 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 at least $10mm in sales within a specific industry.
- Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with primary vertical.
- With assistance from leadership and account management staff, retain at least 92% 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 sales business plan and use effective prospecting strategies.
- Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
- Take part in national and regional vertical meetings and video calls.
- Engage in meetings on preparing for first appointments, advancing, closing, and retaining of 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 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:
- 3 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.
- A 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.
#LI-HD1
#LI-JA3