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USI Insurance Services · 4 hours ago

Select Producer

Irvine, CA

Full-time

Onsite

Entry, Mid Level

$80K/yr - $90K/yr

2+ years exp

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Select Producer to drive new business sales and retention for small business clients. The role involves achieving sales goals, developing customized messaging for prospects, and building a client pipeline while utilizing USI resources and participating in training programs.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

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

Qualification

Property & Casualty licenseSales experienceInsurance knowledgeCommunication skillsNegotiation skillsPresentation skillsFollow-up skillsExecutive presenceOrganizational skillsCustomer focus