Job Details
Why USI?
Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI.
Founded in 1994 with a single office of $6.5 million of revenue and 40 associates, today, USI has grown to become one of the largest insurance brokerage and consulting firms in the world with over $2 billion in revenue and more than 8,000 associates in approximately 200 offices in the U.S. and abroad.
At USI, we take your success seriously. That s why we re proud to have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through a unique professional development platform USI ONE , along with one-of-a-kind reward and recognition programs designed to recognize sales excellence. What s more? Our leadership teams are committed to helping you win and retain business.
National and Local Sales Training and Support
What truly distinguishes USI as a leading insurance brokerage and consulting firm is the USI ONE Advantage . This game-changing value proposition delivers a unique set of enterprise solutions and resources to our clients and provides a process and path for the professional development and success of our sales professionals. USI ONE represents Omni, Network, Enterprise the three key elements that create the USI ONE Advantage and set us apart from the competition.
To complement the tools and resources in our USI ONE process, USI offers a full suite of industry training and sales support programs, including USI University, USI Fast Start, our proprietary content on demand platform, and our Future Leaders program all led by award-winning experts.
Premier Sales Reward and Recognition
USI PEAK, our annual sales incentive program, is designed to reward and recognize USI s sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.
Committed to a Diverse and Inclusive Work Environment
At USI, we value diversity and remain committed to ensuring a fair, diverse, and inclusive work environment for all individuals. USI s I m with U diversity and inclusion program represents our firm s collective commitment to innovating and advancing our diversity and inclusion initiatives in support of our more than 8,000 team members and the local communities we serve. I m - for taking individual action. With - for bringing people together, not apart. And U - for Understanding, Uncovering, Uplifting, Upholding, Unblinking, and Unifying.
Nationally Ranked and Recognized as a Top Insurance Workplace
- 2nd largest privately held broker of U.S. business and the 9th largest insurance broker in the world, Business Insurance 2020 Agents and Brokers Rankings + Directory.
- 2nd largest privately held employee benefits broker ranked by global benefits revenue, Business Insurance 2020 Agents and Brokers Rankings + Directory.
- 5th largest independent commercial lines broker and one of the top five largest privately held brokers of personal lines business in the U.S., Insurance Journal 2020 Top 100 Independent Property/Casualty Agencies & Insurance Journal 2020 Top 50 Personal Lines Agencies.
- Recognized as one of Insurance Business America s Top Insurance Workplaces three years in a row (2018-2020).
- American Heart Association Workplace Health Achievement Index Gold-level recipient three years in a row (2018-2020).
- Named to Business Insurance s 2020 list of Best Places to Work in Insurance.
- Ranked as one of Forbes Best Large Employers in America (2018-2019).
General Description: The Industry Specialized Program for Select Commercial Insurance Sales Producer -Industry Specialized role, is a comprehensive sales and insurance program focused on outside sales driving new business sales revenue growth of commercial business clients ($10mm and under in sales). In addition to cross-selling referrals from other internal business units, this role is expected to establish additional wins through an assigned book of qualified prospects within an industry specialization, Construction, Commercial Real Estate, Healthcare or Industrial. The Industry Specialized Program is designed to develop insurance industry knowledge, obtain insurance licensing, and focus on outside sales opportunities while leveraging current industry knowledge.
Primary Responsibilities:
Achieve new business sales goals on an annualized basis based on our target market of companies with sales of less than $10mm.
Create positive synergy and pursue cross-selling opportunities with other practices (Property/Casualty, Employee Benefits, Personal Risk Services) to meet revenue growth targets.
Generate sufficient new business leads and first appointment activity volume.
Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
Demonstrate proficiency in the discovery process (sales due diligence) and promoting USI s competitive differentiation, including mastering the use of USI s presentation templates and supporting OMNI output and associated solution pages.
Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
Develop relationships and achieve new business goals within a specific industry specialization (construction, commercial real estate, healthcare, or industrial)
Systematically use CRM to support sales processes, including input of accurate and timely information relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc., to facilitate realistic corporate sales and revenue projections.
Attend and actively participate in USI Industry Specialized Program, USI University and USI Select ONE Academy.
Obtain proper insurance licensing through the Industry Specialized Program and independent study
Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI s position in the marketplace.
Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
Work collaboratively with the account management team and national/regional resources to maximize results.
Knowledge, Skills, and Abilities:
3-5 years of experience in, related business to business sales experience, including calling on senior executives and a track record of financial success.
Current sales success within one of the following industries: Construction, Commercial Real Estate, Healthcare or Industrial
Must be a personable, highly motivated, goal-oriented, and organized individual that is driven to achieve individual sales goals.
Superior written and verbal communication and presentation skills.
Excellent organization and follow-up skills.
Excellent listening skills with a strong customer focus.
Good teamwork skills with an ability to work with minimum supervision.
Understand and commit to mutual objectives of the Select Commercial Insurance Practice and Regional Office.
Ability to work with senior level-management and have a top-level executive presence.
College degree preferred.
Primary Responsibilities:
- Achieve new business sales goals on an annualized basis based on our target market of companies with sales of less than $10mm.
- Create positive synergy and pursue cross-selling opportunities with other practices (Property/Casualty, Employee Benefits, Personal Risk Services) to meet revenue growth targets.
- Generate sufficient new business leads and first appointment activity volume.
- Demonstrate the ability to identify and overcome sales obstacles on a prospect-specific basis.
- Demonstrate proficiency in the discovery process (sales due diligence) and promoting USI s competitive differentiation, including mastering the use of USI s presentation templates and supporting OMNI output and associated solution pages.
- Demonstrate the technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.
- Systematically use CRM to support sales processes, including input of accurate and timely information relative to first appointments, follow-up appointments, conceptual/finalist meetings, etc., to facilitate realistic corporate sales and revenue projections.
- Attend and actively participate in USI University and USI Fast Start sessions.
- Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI s position in the marketplace.
- Positively and proactively represent USI in meetings, seminars, trade shows and networking events.
- Work collaboratively with the account management team and national/regional resources to maximize results.
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