Personal Risk Specialist

Overview

Personal Risk Specialist role at USI Kibble & Prentice
. Outside sales position focused on serving the insurance needs of affluent/high net worth clients. The role emphasizes cross-selling and developing additional sources of clients.

• Schedule appointments and visit high net worth individuals to understand lifestyle, concerns and unique insurance needs, and provide consultative advice to tailor personal risk management solutions.
• Achieve new business sales goals on an annualized basis based on target market.
• Develop lists of prospective centers of influence and lead sources with clients in the target group for the USI ONE Advantage® to achieve revenue goals.
• Engage with prospective business partners such as lawyers, financial services professionals, realtors and others serving the affluent market.
• Identify and overcome sales obstacles on a prospect-specific basis.
• Develop and deploy sales and marketing strategies and periodic communications to optimize USI’s position in the marketplace.
• Meet with external centers of influence to prospect and serve as a value-added service for their clients.
• Build strong working relationships with Commercial Lines and Employee Benefits production staff.
• Establish a relationship as a trusted partner and advisor to clients and prospects.
• Develop and support cross-selling strategies for existing clients and new relationships.
• Participate in, and as necessary lead, meetings with existing and prospective clients.
• Manage employee and prospect data, including building prospect lists and maintaining activity records in USI’s CRM and sales tracking programs.
• Develop and oversee preparation of proposals for Personal Risk Management clients and prospects, assist in writing responses to clients and present personalized insurance programs.
• Flexibility in schedule is required, including some evening hours.

• 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 teamwork skills with the ability to work with minimal supervision.
• Highly motivated, goal oriented and organized with a drive to achieve sales goals.
• Good customer service skills applicable to the sales process.
• Strong knowledge of carriers and the personal insurance marketplace.
• Understand and commit to mutual objectives of the Personal Insurance Practice and Regional Office.
• College degree preferred but high school diploma or GED required.
• Active property-casualty license required (or must be obtained within 60 days of hire).
• Proficient in MS Office suite.

Salary range: $75,000 - $95,000.

Location:

Bloomington, MN. This information is provided for context and may be updated.