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General Description: Outside Surety sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction and organic growth.
Responsibilities:
• Achieve annualized new business sales of $175k in our target market of companies.
• Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with the primary vertical.
• With assistance from leadership and account management staff, retain at least 95% of business year over year.
• Meet new business activity and quality appointment goals.
• Use USI resources to research prospects and develop customized messaging for prospects.
• Understand and explain USI’s competitive differentiation to clients and prospects.
• Develop a sales business plan and use effective prospecting strategies.
• Innovate for clients using market knowledge and advanced understanding of technical surety 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.
• Participate in USI’s industry training and sales support programs.
• Pursue cross-selling opportunities to enhance prospect and client relationships.
• Collaborate with the account management team on significant Account Management services for clients.
• Demonstrate strong knowledge of USI competitors.
• Positively represent USI in meetings, seminars, trade shows, and networking events.
Knowledge, Skills and Abilities:
• 5-10 years in surety brokerage, carrier, or related business sales experience, including calling on senior executives. Track record of sales success.
• Must hold a Property & Casualty insurance license. College degree preferred.
• Strong knowledge of the Surety industry.
• Personable, highly motivated, and goal oriented. Driven to achieve individual sales goals.
• Superior communication, negotiation, and presentation skills.
• Excellent organizational and follow-up skills.
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.
• Excellent listening skills with a strong customer focus.
• Ability to deal with senior-level management and have a top-level executive presence.
Physical Demands:
The physical demands described here represent those that an employee must meet to perform this position’s essential functions successfully. Employees operate office equipment, including telephone – headset, Computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of the job include driving, walking, sitting, standing, bending, and typing. The physical demands described her are representative of those that must be met by an employee to successfully perform the essential functions of this position. Employees operate office equipment including; telephone – headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job include; driving, walking, sitting, standing, bending and typing.
Analysis of Physical Demands:
• Constantly (over 66% of the time), work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
• Frequently (34%-66% of the time), work performed requires employees to handle and grasp things, walk-on normal surfaces, stand and bend.
• Frequently (34%-66% of the time), work performed requires employees to use repetitive hand motions such as typing, using a keyboard and sitting at a desk.Rarely (< less than 1 hour per week) work performed requires Lifting/Carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/ turning, including reaching over the shoulder or above head, kneeling, or squatting.
Why USI?
Ready to join an innovative, industry-leading sales organization? Accelerate your success with USI.
With over $2 billion in revenue and more than 10,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.
At USI, we take your success seriously, and our leadership team is dedicated to helping you win and keep business. We have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through our unique professional development platform and one-of-a-kind program to reward and recognize sales excellence.
National and Local Sales Training and Support
The USI ONE Advantage® distinguishes USI as a leading insurance brokerage and consulting firm. This game-changing value proposition delivers unique enterprise solutions to our clients and drives our sales professionals’ development and success. Complementing these resources, USI offers a full suite of industry training and sales support programs led by award-winning experts.
Premier Sales Reward and Recognition
Our annual incentive program, USI PEAK, recognizes and rewards our 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.
Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.
Committed to a Diverse and Inclusive Work Environment
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.
Nationally Ranked and Recognized as a Top Insurance Workplace
• 4th largest privately held broker of U.S. business and the 11th largest insurance broker in the world.
• 2nd largest privately held employee benefits broker ranked by global benefits revenue.
• 6th largest independent commercial lines broker, and one of the top ten largest privately held brokers of personal lines business in the U.S.
• Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
• Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
• Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).
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.
