PL Personal Risk Specialist

PL Personal Risk Specialist

Join to apply for the PL Personal Risk Specialist role at USI Insurance Services

General Description:

The Person al Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients. The role includes cross‑selling and establishing additional sources of clients.

• Schedule appointments and visit with high net worth individuals to understand lifestyle, concerns and unique insurance needs, and provide consultative risk‑management solutions.
• Achieve new business sales goals on an annual basis.
• Develop lists of prospective centers of influence and lead sources in the target market.
• Penetrate assigned prospects using engagement platform with lawyers, financial advisors, realtors, and other professionals serving affluent segment.
• Identify and overcome sales obstacles on a prospect‑specific basis.
• Develop and deploy sales and marketing strategies and communications to optimize USI’s market position.
• Meet external centers of influence to prospect, engage, and serve as a value‑added service to their clients.
• Build strong relationships and win confidence of Commercial Lines and Employee Benefits staff.
• Position as a trusted partner and advisor to clients and prospects.
• Support cross‑selling for existing and new clients.
• Participate in and lead meetings with existing and prospect clients.
• Maintain employee and prospect data, build prospect lists in USI CRM and sales‑tracking tools.
• Prepare proposals for Personal Risk Management clients and prospects; research, draft responses, present personalized programs.
• Requires flexible schedule – some evening hours.

• Ideal candidate has at least 3 years in high‑net‑worth or personal insurance sales/service.
• Outstanding written and oral skills.
• Must have personal lines insurance industry experience.
• Travel 50% or more, meet clients.
• Teamwork with minimal supervision.
• Highly motivated, goal‑oriented, organized individual driver to meet sales targets.
• Customer service skills applicable to sales process.
• Strong knowledge of carriers and personal insurance market.
• Commit to mutual objectives of Personal Insurance Practice and Regional Office.
• College degree preferred; high‑school diploma or equivalent required.
• Active property‑casualty license required (or obtained within 60 days).
• Proficient in MS Office suite.

With over $2.7 billion revenue and more than 10,000 associates across ~200 offices, USI is a top insurance brokerage. USI creates a dynamic personal & professional development culture, invest heavily, celebrate growth and success via unique reward & recognition programs.

USI ONE Advantage® delivers robust risk‑management and benefit solutions with financial impact. It consists of Omni, Network, Enterprise – the key elements setting USI apart from competition.

Beyond competitive pay & commission, incentives, benefits, USI recognises top sales associates through USI PEAK, wellness programs, scholarship & financial aid.

Committed to environmental sustainability, supporting local nonprofits, animal shelters, and beautification projects. Diversity, equity, & inclusion is core to USI culture.

• Recognized as one of Insurance Business America’s Top Insurance Employers 2018‑2024.
• Named to Business Insurance’s list of Best Places to Work 2020‑2024.
• Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance.
• Honored by Glassdoor as a Best‑Led Company (2024).
• Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity (2024).

• Mid‑Senior level

• Part‑time

• Finance and Sales
• Insurance

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