Inside Producer - Individual Benefits

USI Insurance Services; Newtown Square (Delaware County); Sur place; USD 40 000 - 60 000; Plein temps

Avantages offerts par ce poste

Comprehensive health benefits

401(k) plan

Paid family leave

Paid holidays

Résumé du poste

A leading insurance services company is seeking an Inside Sales professional in Newtown Square, Delaware County, focused on driving new business sales and client relationships. The ideal candidate should have at least 1 year of inside sales experience and a high school diploma, with a preference for a college degree. This role includes achieving sales goals, cross-selling programs, and maintaining client satisfaction through effective communication and consultative sales techniques. Competitive benefits include health insurance and 401(k).

Qualifications

• 1+ year of inside sales experience in a fast-paced environment.
• Track record of sales success required.
• Must hold or will obtain Property & Casualty license.

Responsabilités

• Achieve annualized and monthly new business sales goals.
• Call prospects to screen, qualify, and sell USI products.
• Prepare product recommendations and financial solutions.
• Retain at least 92% of business year over year.
• Develop and execute a sales business plan.

Connaissances

Inside sales experience

Communication skills

Negotiation skills

Organizational skills

Motivated and goal oriented

Presentation skills

Relationship building

Proficient in Microsoft Office

Formation

High school diploma or equivalent

College degree preferred

Outils

Sales cycle software/CRM

Description du poste

General Description

Inside Sales position focused on driving new business sales, retention, and growing program-specific business mainly through phone sales. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross-selling programs where applicable.

Responsibilities

• Achieve annualized and monthly new business sales goals in our target market of companies related to program-specific verticals.
• Work with Practice Leader/Program Executive to declare a primary industry specialization (vertical).
• Call prospects and clients to screen, qualify, and sell USI products in sales vertical.
• Use of a consultative sales model to:
• Identify prospect needs by conducting effective fact-finding.
• Effectively prepare and present product recommendations and financial solutions.
• Articulate USI value proposition using existing and newly developed sales tools.

• With assistance from leadership and account management staff, retain at least 92% of business year over year.
• Develop and support cross-selling strategies to enhance prospect and client relationships.
• Maintain a list of prospective centers of influence and lead sources with clients that are in assigned target groups.
• Develop and execute a sales business plan and use effective inside sales prospecting strategies. Identify and overcome sales obstacles with prospects.
• Understand and explain our competitive differentiation and solutions effectively.
• Innovate client solutions using market knowledge and an advanced understanding of technical insurance issues.
• Respond to incoming sales calls in an effective and timely manner to successfully close the sale.
• Send applications and related materials to prospects and perform appropriate follow-up to generate and close the sale.
• 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.
• Take part in national and regional vertical meetings and video calls.
• Complete and submit sales and production reports to management as requested.
• Attend weekly sales meetings as required.
• Engage in professional development. Includes industry and organizational education and training to bolster program-specific knowledge.
• Positively represent USI in meetings, seminars, trade shows, and networking events.

Knowledge, Skills And Abilities

• 1+ year of inside sales experience in a fast-paced environment. Track record of sales success.
• High school diploma or graduate equivalent degree required; college degree preferred.
• Must hold or will obtain Property & Casualty and/or appropriate business licensure.
• Experience utilizing sales cycle software/CRM.
• 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.
• Ability to deal with senior-level management and have a top-level executive presence.
• Ability to travel 10% of the time.
• Ability to develop and maintain strong business relationships.
• Proficient in the Microsoft Office suite of products.
• Must be able to work independently and as part of a team.

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.