Sales Producer - Select P&C Commercial

USI Tampa , FL 33602

Posted 3 months ago

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 nearly $2 billion in revenue and more than 6,000 associates in over 150 offices across the U.S.

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 platformUSI 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 more effectively than anywhere else.

National and Local Sales Training and Support

What truly distinguishes USI as a leading insurance brokerage and consulting firm is the USI ONE Advantage, a game-changing value proposition that 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 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.

Nationally Ranked and Recognized as a Top Insurance Workplace

  • USI is the largest privately held broker of U.S. business, and among the top 10 largest insurance brokerage and risk management firms in the world.

  • In 2018, USI was ranked as the top insurance brokerage and risk management firm on Forbes list of America's Best Large Employers. USI was one of only two insurance brokerage firms on the list.

  • USI was named a Top Insurance Workplace by Insurance Business America in 2018 for their large employer category (1,000+ employees). USI was the only insurance brokerage and risk management firm recognized in the large employer category.

  • In October of 2018, USI was recognized as an Elite Agency for the third consecutive year by Insurance Business America.

  • USI is the only insurance brokerage and risk management firm to receive Gold level recognition in the "greater than 5,000 employees" category in the American Heart Association's 2018 Workplace Health Achievement Index.

As a Small Commercial Insurance Sales Producer, you will be in an outside sales position responsible for driving new business sales revenue growth of small 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.

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 - minimum 12 appointments per month.

  • Demonstrate ability to identify and overcome sales obstacles on a prospect-specific basis.

  • Demonstrate proficiency at discovery process (sales due diligence) promoting USI competitive differentiation, including mastering the use of the USI Presentation template along with supportive OMNI output and associated solution pages.

  • Demonstrate 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.

Knowledge, Skills and Abilities:

  • 3-5 years in insurance brokerage, carrier, or related business to business sales experience including calling on senior executives and a track record of financial success.

  • Must be 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 organizational, time management and follow-up skills

  • Excellent listening skills with strong customer focus.

  • Good team work 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 deal with senior level management and have a top level executive presence.

  • College degree and current insurance licensing are preferred.

GLDR

#LI-MC1

Job ID:
18256


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Commercial Lines Select Business Unit Account Manager (Mma Bouchard Region)

Marsh & Mclennan Companies, Inc.

Posted 3 weeks ago

VIEW JOBS 10/20/2019 12:00:00 AM 2020-01-18T00:00 Company: Marsh & McLennan Agency Description: In early 2019, Bouchard Insurance joined Marsh & McLennan Agency (MMA), a subsidiary of Marsh LLC, the world's leading insurance broker and risk management advisor. Now known as Bouchard Insurance, A Marsh & McLennan Agency LLC, the partnership enabled us to retain our leadership, service model and culture while adding the support and resources of MMA. We are consistently recognized as a best place to work and a leader in the development of the next generation of insurance professionals. We are proud to be a learning organization which empowers employees to teach and be taught. As a result, we have the best insurance professionals in the business. We are looking for a Select Business Unit Account Manager who will be responsible for client retention and service by providing professional insurance advice and consultation services. A DAY IN THE LIFE OF A SELECT BUSINESS UNIT ACCOUNT MANAGER: * Responsible for reviewing individual client insurance program(s) and proposing additional coverages & limits for client consideration. * Accountable for managing a book of business with clients that average up to $10,000.00 in revenue. * Perform various service functions on assigned accounts that include but are not limited to: * Prepare new & renewal policies. Prepare applications & submissions; loss run reports. Responsible for managing client renewal process within defined guidelines. Responsible for ensuring certificate templates are accurate & up to date. Issue binders, endorsements, auto ID cards & schedules of insurance. Maintain client records in Sagitta & ImageRight systems. * Thorough knowledge of commercial policy contracts/coverages and processes for multiple insurance carriers. * Develop a comprehensive network within & outside of the company to assist with decision making. * Be available to mentor less experienced agency employees. THE IDEAL CANDIDATE WILL HAVE: * Current Florida 2-20 License * College degree desirable; or three years related experience and/or training; or equivalent combination of education and experience. * Possess skills necessary to communicate with clients, carriers and prospects concerning commercial lines of coverage. * Intermediate knowledge of Microsoft Outlook, Excel and Word. * Ability to maintain and organize electronic files on the company document management system. * Ability to exercise independent judgment & sound problem solving skills. * Strong analytical skills and ability to manage multiple tasks. WHY YOU'LL LOVE BOUCHARD: * Personal growth * Amazing clients and coworkers * Comprehensive benefits * Focus on community service * Success is defined in our 4 Core Values: B Engaged, B Focused, B Involved, B Happy We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. Marsh & McLennan Agency offers competitive salaries and comprehensive benefits and programs including: health and welfare, 401K, employee assistance program, career mobility, employee network groups, volunteer opportunities, and other programs. Learn more about us on Instagram, Facebook, LinkedIn, Twitter and at www.bouchardinsurance.com Marsh & McLennan Companies and its Affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. Marsh & Mclennan Companies, Inc. Tampa FL

Sales Producer - Select P&C Commercial

USI