Producer - Staff Pak Staffing & PEO

Usi, Inc.; Dallas (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k)

Paid holidays

Job summary

USI Insurance Services is seeking an Outside Specialist Sales professional in Dallas to drive new business, retain clients, and grow program-specific revenue. The role involves cross-selling, building relationships with senior executives, and collaborating with underwriters and service teams to maximize profitability.

Candidates should have insurance sales experience, a current or obtainable P&C license, and strong communication, negotiation, and presentation skills.

Qualifications

• Sales experience in insurance or carrier sales.
• Proven ability to call on senior executives.
• Licensure in Property & Casualty or plans to obtain one.

Responsibilities

• Achieve annualized new business sales goals in our target market.
• Retain at least 92% of business year over year.
• Develop and execute sales plans and prospecting strategies.
• Collaborate with Program Managers, Underwriters, and service teams.
• Represent USI in meetings, seminars, and networking events.
• Input and manage client data in sales automation tools.

Skills

Sales experience

Executive-level communication

CRM experience

MS Office proficiency

Negotiation skills

Presentation skills

Organizational skills

Listening skills

Travel ability

Education

High school diploma or GED

College degree preferred

P&C license (current or will obtain)

Tools

CRM software

Microsoft Office

Job description

General Description: Outside specialty sales position. Responsible for driving new business sales, retention, and growing program specific business. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross selling programs where applicable.

Responsibilities

• Achieve annualized 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).
• With assistance from leadership and account management staff, retain at least 92% of business year over year.
• Maintain list of prospective centers of influence and lead sources with clients that are in assigned target groups.
• Research prospects specific to individual programs and develop customized messaging. Generate new business leads and first appointment activity.
• Develop and execute sales business plan and use effective prospecting strategies. Identify and overcome sales obstacles with prospects.
• Develop and support cross-selling strategies to enhance prospect and client relationships.
• Understand and explain our competitive differentiation and solutions effectively.
• 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 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.
• Collaborate with Program Managers, Underwriters, and service team to maximize results.
• Engage in professional development. Includes industry and organizational education and training.
• Positively represent USI in meetings, seminars, trade shows, and networking events.
• Demonstrate strong knowledge of USI competitors.
• May attend and actively participate in USI training and sales support programs.
• May direct the work of others.

Knowledge, Skills And Abilities

• 3+ years in insurance, carrier, or related business sales experience including calling on senior executives. 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.
• Proficient in the Microsoft Office suite of products.
• Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• Strong and/or developing understanding of Property and Casualty insurance.
• 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.
• Ability to travel 50% of the time.

• 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.