USI Insurance Services · 5 days ago
Sr Producer - Lawyers Professional Liability - Dallas
Dallas, TX
Full-time
Hybrid
Senior Level
5+ years expUSI Insurance Services is an insurance company seeking a Senior Producer for their Lawyers Professional Liability division. The role involves driving new business sales, managing client relationships, and ensuring client retention while achieving sales goals and developing new business leads.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Responsibilities
Achieve annualized new business sales of $150k annually in our target market of companies related to program specific verticals
Work with Practice Leader/Program Executive to determine geographic focus where applicable
With assistance from leadership and service team, retain at least 94% of business year over year
Maintain 100% effectiveness for all assigned leads
Meet new business activity and appointment goals every month
Maintain list of prospective centers of influence and lead sources of clients in target groups
Research prospects specific to individual programs and develop customized messaging. Generate new business leads and first appointment activity
Develop opportunities through centers of influence, associations, and personal networks
Develop and execute a 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
Attend and actively participate in USI training and sales support programs
Present Risk Management seminars both internally and externally
Qualification
Required
3+ years of experience selling legal malpractice or malpractice in a similar vertical
5+ 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
Experience visiting and meeting with prospects
Must hold or obtain Property & Casualty and/or appropriate business licensure
Experience utilizing sales cycle software/CRM
Proficient in 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 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
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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