EB Producer

USI Insurance Services; Greenville (SC); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Paid family leave

Wellness program

401(k)

Job summary

A leading insurance brokerage firm is seeking a Producer - Employee Benefits to drive business sales and manage client relationships. The ideal candidate will have at least 3 years of sales experience in an insurance brokerage and must hold a Life and Health insurance license. This full-time position offers competitive compensation, incentives, and a robust benefits package including medical, wellness, 401(k), and more.

Qualifications

• 3 years + of sales experience in an insurance brokerage.
• Must hold a Life and Health insurance license.
• Strong knowledge of Employee Benefits.
• Personable, highly motivated, and goal oriented.
• Ability to deal with senior level management.

Responsibilities

• Achieve annualized new business sales of $200k.
• Meet new business activity and quality appointment goals.
• Develop sales business plan and strategies.
• Engage in meetings to advance business goals.
• Collaborate with account management team.
• Innovate for clients using market knowledge and understanding of insurance issues.
• Participate in national and regional meetings and video calls.
• Engage in meetings on preparing for appointments, advancing, closing, and retaining business.
• Use CRM and sales tools to support processes and revenue projections.
• Participate in industry training and sales support programs.
• Pursue cross-selling opportunities to enhance relationships.
• Collaborate with account management on significant client services.
• Demonstrate knowledge of competitors and represent USI professionally.

Skills

Sales experience in insurance brokerage

Communication skills

Negotiation skills

Presentation skills

Organizational skills

Customer focus

Education

College degree preferred

Tools

Sales automation tools

Job description

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Description and Requirements

General Description: Outside Employee Benefits 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 $200k in our target market of companies with 200-2,000 employees. 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 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 Life and Health insurance license.
• Strong knowledge of Employee Benefits.
• 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.
• Strong visibility within the Human Resources and benefits community.
• Excellent listening skills with strong customer focus.
• Ability to deal with senior level management and have a top-level executive presence.

Why USI?

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our unique employee reward and recognition programs.

USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

In addition to competitive pay and commission, incentives, and benefits, USI recognizes top sales associates through USI PEAK, rewarding superior results. USI offers employee programs that recognize outstanding achievement and help associates lead healthy, productive lives, including a wellness program, college scholarships for associates' children, and financial help in times of need.

USI is committed to giving back to local communities and supporting environmental sustainability, partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint.

USI’s I’m With U diversity, equity, and inclusion program educates associates to better serve clients and build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

• Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
• Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024.

USI offers a full-suite of competitive 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.

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Design, Art/Creative, and Information Technology

Industries

Insurance