USI Insurance Services Jobs (5)

General Description :

The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent / high net worth clients.

In addition to cross selling, as a primary focus for business development, this role is also expected to establish additional sources of clients.

Responsibilities :

• Schedule appointments and visit with high net worth individuals to understand the lifestyle, concerns and unique insurance needs of high net worth individuals, with the ability to provide consultative advice to tailor personal risk management solutions accordingly.
• Achieve new business sales goals on an annualized basis based on our target market.
• In order to achieve the necessary revenue goals, the employee will be required to develop lists of prospective centers of influence and lead sources with clients that fall in the target group for the USI One Advantage.
• Successfully penetrate assigned prospect targets utilizing the Engagement Platform process with prospective business partners such as lawyers, financial services professionals, realtors and other professionals that serve the affluent segment of the market.
• Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.
• Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI's position in the marketplace.
• The Personal Risk Specialist will be required to meet with external centers of influence to prospect, engage and ultimately serve as a value added service that is provided to the clients of the center of influence.
• Build strong working relationships and win confidence of Commercial Lines and Employee Benefits production staff.
• Establish relationship as a trusted partner and advisor to clients and prospects.
• Develop and support cross-selling strategies for existing clients, as well as new relationships.
• Participate and, as necessary, lead meetings with existing and prospective clients.
• Manage employee and prospect data, including development of prospect lists from business clients, maintaining activity records in USI CRM and sales tracking programs.
• Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, research and assist in writing responses to clients and present individual personalized insurance programs to prospective clients.
• Flexibility in schedule requires some evening hours.

Knowledge, Skills and Abilities :

• Ideal candidate will have a minimum of 3 years in High Net Worth or personal insurance sales or service.
• Outstanding written and oral communication skills.
• Must have personal lines insurance industry experience.
• Ability to travel 50% or more of the time and meet with clients.
• Good team work skills with an ability to work with minimum supervision.
• Highly motivated, goal oriented and organized individual that is driven to achieve individual sales goals.
• Good customer service skills that can be applied to the sales process.
• Strong knowledge of carriers and personal insurance market place.
• Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
• College degree preferred but high school diploma or graduate equivalent degree required.
• Active property-casualty license required (or must be obtained within 60 days of hire).
• Proficient in MS Office suite of products.

Base salary range is : $75,000 to $100,000 plus new business commission.

USI is proud to offer a full-suite of benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings account, short and long-term disability, company- and employee-paid life insurance as well as other unique employer-sponsored and voluntary programs.

USI also offers a generous paid time away program including fully paid time for employee disability leave, paid parental leave and holiday time.

LI-SM2

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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 and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid family leave benefit as well as paid holiday time.

Salary Range : $75,000 - $100,000

General Description :

Assists the Technical Resources teams (Claims, Risk Control, Property & Casualty and Placement) by providing entry-level technical insurance support and coordination for assigned clients and prospects.

Responsibilities :

• Supports Claims, Risk Control, Property & Casualty and Placement consultants in servicing prospects and assigned accounts.
• Verifies accuracy of insurance documentation.
• Completes data collection, entry and preparation.
• Completes analytical reports and provides entry-level analysis of data.
• Prepares draft proposals, submissions and comparisons.
• Follows up with insurance carriers and underwriters on outstanding quotes.
• Reviews insurance binders for accuracy and completeness. Assists clients with onboarding of client portal Risk Management systems.
• Gathers quote information, comparison of terms & conditions, and marketing summary to provide to account management teams.
• Gathers data and runs models for Casualty and Property teams (i.e. Loss Forecasts, Loss Stratifications, Loss Development Factors (Triangles), Collateral;

Premium Allocation; Catastrophe modeling)

• Assists Claims consultant with reporting of complex claims
• Prepares Loss Trend Report and Claims Detail Reports

Knowledge, Skills and Abilities :

• 1-2 years of experience in a Commercial Lines agency. College degree preferred.
• Must hold or be willing to earn Property & Casualty insurance license.
• Comfortable with internet-based programs and Microsoft Office products. Proficient in Microsoft Excel & PowerPoint.
• Must have a capacity for analytical thinking and strong organizational skills.
• Develops property and casualty knowledge and skillset.

LI-DG1

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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 and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

General Description :

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.

The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.

Job Description

• Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
• Attract new clients to Private Risk that meet the minimum client profile standards.
• Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
• Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
• Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
• Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
• Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
• Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
• Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
• expertise is maintained at the highest levels.
• Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
• Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities :

• 5+ years of High Net Worth sales experience
• Excellent verbal, written, and interpersonal communication skills
• Excellent presentation skills
• Solid conflict resolution capabilities
• Microsoft Office program proficiency
• Ability to work effectively in a team environment where strong independent thinking skills are important
• Ability to delegate effectively
• Established network of COI’s and a proven track record of sales success
• Must possess a current P&C License

LI-ET1

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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 and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid family leave benefit as well as paid holiday time.

General Description :

Support marketing department by managing a variety of ongoing procedures and tasks. Includes sending mass marketing emails, managing internal database of documents, posting news articles to company website, and building a weekly newsletter.

Responsibilities :

• Learn and be proficient in company’s marketing systems and technology.
• Coordinate distribution of emails to external clients and prospects.
• Manage and maintain library of document resources available to both internal and external parties.
• Gather information from internal parties to build and distribute weekly newsletter.
• Act as administrator for company website. Includes approving users and managing content updates.
• Organize distribution lists within company’s marketing technology. Monitor system and troubleshoot any issues.
• Assist in employee on-boarding and off-boarding processes on various systems and resources.

Knowledge, Skills and Abilities :

• 3 years + of marketing or administrative support assistance.
• Prior experience as a marketing coordinator or specialist preferred.
• Proficient with technology and point-and-click systems.
• Self-starter. Ability to independently move projects forward, prioritize tasks, and meet deadlines.
• Detail oriented. Strong organizational and project management skills.
• Strong interpersonal skills. Ability to collaborate with management, team members, and clients.
• Solid understanding of marketing strategies.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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 and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time .

General Description :

The USI Insurance Services Personal Risk Practice provides comprehensive risk management and insurance consultation to high net worth individuals and family offices with complex financial and insurance needs.

The Private Risk Advisor (PRA) is an outside sales position responsible for cultivating relationships with all partners and entities within USI, strategic partners and centers of influence specifically focused on the high net worth and family office marketplace.

Job Description

• Promote the USI Private Risk Advisor suite of solutions by cultivating robust business partnerships and relationships with centers of influence (COIs) and trusted advisors to financially successful families.
• Attract new clients to Private Risk that meet the minimum client profile standards.
• Design risk management insurance programs to protect the personal assets, exposures and lifestyles of high net worth individuals, families and family offices
• Implement comprehensive risk analysis reviews focused on identifying personal, professional and business exposures and addressing them with a suite of proprietary solutions and collective knowledge of the USI dedicated Personal Risk team.
• Prepare and executes strategic sales plans for identifying and qualifying prospective clients, building a network of Centers of Influence and being a thought leader within the wealth management industry.
• Deliver targeted profitable revenue growth through new revenue generation and client retention strategies in partnership with a client service team
• Deliver exceptional client experiences utilizing a customized consultative selling approach, positioning the value and focus of the client service team and their ongoing stewardship of the programs.
• Create & deliver professional presentations and proposals to internal and external clients and prospects illustrating the USI value proposition, industry trends and customized insurance solutions.
• Position value added services and partnerships to key stakeholders and trusted advisors for mutual client and prospect benefit
• expertise is maintained at the highest levels.
• Gain and develop knowledge of industry trends as well as advise and influence development of innovative, bespoke solutions in response to client needs.
• Engage, introduce and position value-added third-party subject matter experts in response to client needs.

Knowledge, Skills and Abilities :

• 5+ years of High Net Worth sales experience
• Excellent verbal, written, and interpersonal communication skills
• Excellent presentation skills
• Solid conflict resolution capabilities
• Microsoft Office program proficiency
• Ability to work effectively in a team environment where strong independent thinking skills are important
• Ability to delegate effectively
• Established network of COI’s and a proven track record of sales success
• Must possess a current P&C License

LI-ET1

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of 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 and other unique employer-sponsored and voluntary programs.

USI also offers a generous paid family leave benefit as well as paid holiday time.