Personal Solutions Specialist jobs in United States
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USI Insurance Services · 4 hours ago

Personal Solutions Specialist

USI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, and they are seeking a Personal Solutions Specialist to drive new business sales and retention. This role focuses on relationship building and consultative selling, requiring collaboration with internal teams to provide exceptional client experiences.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities

Responsibilities

Achieve annualized new business sales goals based on our target market
Conduct outbound prospecting to generate a high volume of first appointments
Meet with prospects to understand their lifestyle and insurance needs, offering tailored solutions
Prepare and deliver professional presentations and proposals highlighting USI’s value proposition, industry trends, and customized insurance solutions
Provide an exceptional client experience through a personalized, consultative sales approach, emphasizing the ongoing support of the client service team
Identify and address prospect-specific sales challenges with strategic solutions
Collaborate with and introduce third-party subject matter experts in response to client needs
Develop knowledge and stay current on industry trends and contribute to the development of innovative, bespoke solutions
Utilize USI’s Engagement Platform to manage and track prospecting efforts
Coordinate and positively represent USI in meetings, seminars, trade shows, and networking events
Support cross-selling strategies for both new and existing clients

Qualification

Property & Casualty licenseConsultative sales experienceCustomer service skillsOrganizational skillsMotivatedTeam collaborationGoal oriented

Required

2+ years of experience in a consultative sales role
High School diploma or equivalent required
Must hold a Property & Casualty insurance license
Personable, highly motivated, and goal oriented
Driven to achieve individual sales goals
Excellent organizational and follow-up skills
Exceptional customer service skills that can be applied to the sales process
Collaborative team player with the ability to work with minimal supervision

Preferred

College degree preferred

Benefits

Competitive pay
Incentives
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
Unique employer-sponsored and voluntary programs
Generous paid family leave benefit
Paid holiday time
Paid Time Off/Paid Sick Leave eligible role. 18 days per year.

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase