USI Insurance Services · 1 week ago
Broker Producer - Lawyers Professional Liability - Charlotte
Charlotte, NC
Full-time
Hybrid
Mid Level
3+ years expUSI Insurance Services is seeking a Broker Producer specializing in Lawyers Professional Liability. This role involves driving new business sales, managing client relationships, and achieving sales goals while ensuring client satisfaction and retention.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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
Qualification
Required
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
Preferred
College degree preferred
Benefits
Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Other unique employer-sponsored and voluntary programs
Generous 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
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