USI Insurance Services · 2 weeks ago
Employee Benefits Sales Executive, Middle Market
Tampa, FL
Full-time
Onsite
Mid Level
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, seeking an Employee Benefits Sales Executive to drive business sales and retention. The role involves managing client relationships, achieving sales goals, and innovating client solutions using market knowledge.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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
Qualification
Required
3 years + of sales experience in an insurance brokerage with proven track record of sales success
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
Preferred
College degree preferred
Benefits
Competitive pay and commission
Incentives
Employee programs
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical
Wellness
Dental and vision
401(k)
Flexible spending and health savings accounts
Short and long-term disability
Life insurance
Paid family leave benefit
Paid holiday time
Company
USI Insurance Services
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase