Personal Risk Practice Leader

USI Insurance Services; United States; Remote; USD 80,000 - 120,000; Full time

Job summary

An established industry player is seeking a dynamic Personal Risk Practice leader to drive sales in personal lines. This role requires a strategic thinker with a proven track record in sales and leadership, capable of developing a personal book of business while collaborating with a dedicated team. You'll be responsible for recruiting talent, implementing sales strategies, and maintaining critical relationships with clients and industry partners. If you are passionate about personal risk management and thrive in a fast-paced environment, this opportunity is perfect for you.

Qualifications

• 5-8 years of sales experience in the HNW brokerage space.
• Ability to gain confidence through technical ability and professionalism.
• Familiarity with proactive sales management and tracking.

Responsibilities

• Recruits and trains personal risk specialists for growth.
• Establishes sales goals and manages personal lines producers.
• Coordinates team efforts in identifying and qualifying potential clients.

Skills

Sales Experience

Leadership

Networking Skills

Coaching and Mentoring

Presentation Skills

Cross-selling Strategies

Technical Ability

Education

Undergraduate Degree

Insurance Designations (CIC, ARM)

Tools

USI CRM

Sagitta

Job description

General Description:

The Personal Risk Practice leader is responsible for managing the regional personal lines sales, focusing on developing business from existing commercial and employee benefits clients as well as new prospects. The role includes achieving sales and budget goals and developing a personal book of business in collaboration with leadership activities.

Responsibilities:

• Recruits, hires, and trains personal risk specialists for vacant and planned positions according to the personal insurance growth plan.
• Conducts weekly virtual sales and training sessions to reinforce USI ONE Advantage messaging and branding.
• Establishes and implements sales goals, strategies, programs, policies, and procedures supporting division objectives, including budget management.
• Manages personal lines producers by assigning sales responsibilities, evaluating results, and providing leadership, coaching, and guidance. Develops and monitors plans to meet goals, resolves escalated issues, and collaborates with staff and other departments.
• Leads personal lines producer sales activities, ensuring active prospecting and effective use of time to meet sales targets. Coordinates team efforts in identifying, meeting, and qualifying potential clients.
• Evaluates sales results regularly to ensure efforts stay within budget and actively participates in sales development, assisting with complex customer situations as needed.
• Maintains partnerships with commercial and employee benefits teams, subject matter experts, and division management to incorporate them into the sales process for prospect analysis, proposing solutions, and closing sales.
• Coordinates producer responsibilities for maintaining existing client accounts with practice leaders, balancing sales and account retention efforts.
• Performs other related sales and service tasks, including handling non-business development customer calls and coordinating services with relevant personnel.
• Ensures timely and effective communication of client and other critical information within the team and with external contacts.
• Represents the division in relationships with major customers, carriers, industry groups, regulatory agencies, and professional associations. Demonstrates networking skills and influence.
• Sources and attracts candidates through professional networks.
• Creates prospect lists from existing business client data.
• Maintains activity records in USI CRM and sales tracking systems.
• Assess, quote, and present personal insurance solutions to prospective clients.
• Creates client profiles in the agency management system (Sagitta).
• Develops and supports cross-selling strategies for existing and new clients.
• Provides consultative advice on personal risk management solutions tailored to client needs.
• Prepares proposals for Executive Risk Management prospects.
• Researches, gathers information, and assists in writing responses to client inquiries.
• Attends meetings with existing and prospective clients.

Knowledge, Skills, and Abilities:

• 5-8 years of sales experience in the HNW brokerage space, preferably in a leadership role.
• Ability to gain the confidence of P&C/EB producers through technical ability, presentation skills, and professionalism.
• Ability to coach and mentor while achieving personal production goals and leading by example.
• Familiarity with cross-selling approaches, selling coverage over price, and proactive sales management and tracking.
• Strong networking skills with the ability to influence candidates and clients.
• Ability to source and attract candidates from professional networks.
• Undergraduate degree and relevant insurance designations such as CIC, ARM.