P&C Producer: Grow Small Business Insurance

USI Insurance Services; Concord (CA); On-site; USD 80,000 - 95,000; Full time

Benefits offered by this job

USI ONE Advantage

USI PEAK rewards

Wellness program

College scholarships

Job summary

USI Insurance Services in Concord, CA is seeking an Outside Commercial Lines sales professional to drive new business and retention for small business clients. You will cross-sell referrals and build a pipeline with annualized sales under $10 million.

Responsibilities include meeting sales goals, researching prospects with USI tools, explaining USI’s competitive differentiation, developing sales plans, and collaborating with account management.

Qualifications

• 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.

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.

Skills

Sales experience

Insurance license

Property & Casualty knowledge

Communication

Negotiation

Presentation

Organization

Prospecting

Executive presence

Education

College degree

Job description

USI Insurance Services in Concord, CA is seeking an Outside Commercial Lines sales professional to drive new business and retention for small business clients. You will cross-sell referrals and build a pipeline with annualized sales under $10 million.

Responsibilities include meeting sales goals, researching prospects with USI tools, explaining USI’s competitive differentiation, developing sales plans, and collaborating with account management.