Select P&C Producer

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

Job summary

A leading insurance firm in Needham seeks a Commercial Lines Producer to drive new business sales and retention for small business clients. You will achieve a sales goal of $80,000 annually and utilize a robust pipeline strategy, requiring 2+ years in insurance sales and a Property & Casualty license. The role offers a salary range of $80,000 - $95,000.

Qualifications

• 2+ years of sales experience in an insurance brokerage with proven track record of sales success.
• Must hold a Property & Casualty insurance license.
• Strong knowledge of Property & Casualty insurance.

Responsibilities

• Achieve annualized new business sales goal of $80k.
• Develop sales business plan and use effective prospecting strategies.
• Build client and prospect pipeline.

Skills

Sales experience in insurance brokerage

Communication skills

Negotiation skills

Presentation skills

Organizational skills

Education

College degree preferred

Tools

Sales automation tool

Job description

Select Commercial Lines Producer role at USI Insurance Services.

Overview

Outside Commercial Lines sales position. Responsible for driving new business sales and retention for small business clients, cross‑sell referrals from other business units, and establishing a pipeline of clients with sales less than $10 million.

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.

Knowledge, Skills & Abilities

• 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.

Salary Range

$80,000 - $95,000