Middle Market P&C Sales Executive

Middle Market P&C Sales Executive at USI Insurance Services

Outside Commercial Lines sales position. Responsible for driving business sales, retention and growing existing client revenue. Manage client relationships and drive profitability, satisfaction and organic growth.

• Achieve annualized new business sales of $175k in our target market of companies at least $10mm in sales within a specific industry.
• Work with Practice Leader to declare a primary industry specialization (vertical). May also choose a secondary vertical that is aligned with primary vertical.
• With assistance from leadership and account management staff, retain at least 92% 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 sales business plan and use effective prospecting strategies.
• Innovate for clients using market knowledge and advanced understanding of technical insurance issues.
• Take part in national and regional vertical meetings and video calls.
• Engage in meetings on preparing for first appointments, advancing, closing, and retaining of 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 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.

• 3+ years of sales experience in an insurance brokerage with a proven track record of sales success.
• College degree preferred.
• Must hold a Property & Casualty insurance license.
• Strong knowledge of Property & Casualty insurance.
• 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.

With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates and celebrate their growth and success through unique employee reward and recognition programs.

USI ONE Advantage® provides a robust set of risk‑management and benefit solutions with a bottom‑line financial impact. Through USI ONE, we develop strategic, timely and effective risk‑management and benefit programs that are easy to understand and demonstrate a positive economic impact.

In addition to competitive pay and commission, incentives and benefits, USI recognizes top sales associates through the USI PEAK program, an award‑winning wellness program and other employee programs that support health, career development and well‑being.

We partner with local non‑profit organizations, animal shelters and environmental projects, support eco‑conscious vendors and reduce our own environmental footprint to build a better future.

Our I’m With U diversity, equity and inclusion program educates associates to better understand and serve clients, prospects, team members and communities.

• Insurance Business America’s Top Insurance Employers (2018‑2024)
• Business Insurance’s Best Places to Work in Insurance (2020‑2024)
• Fortune’s 2024 Best Workplaces in Financial Services & Insurance
• Glassdoor’s Best‑Led Company in the U.S. (2024)
• Newsweek’s Greatest Workplaces for Diversity (2024)

USI offers a full suite of competitive benefits including medical, dental, vision, 401(k), flexible spending, health savings, short and long‑term disability, life insurance and extensive paid family leave and paid holidays.

Referrals increase your chances of interviewing at USI Insurance Services by 2×.