USI Insurance Services · 2 weeks ago
Personal Solutions Specialist
Norwalk, CT
Full-time
Onsite
Entry, Mid Level
$75K/yr - $85K/yr
2+ years expUSI Insurance Services is a leading insurance brokerage and consulting firm dedicated to delivering tailored risk management and insurance consultation. The Personal Solutions Specialist role focuses on driving new business sales and retention through relationship building and consultative selling, while collaborating with internal teams to ensure exceptional client experiences.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
Hiring Manager
Jeff Crawford
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
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
Medical
Wellness
Dental
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
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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