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Sales
Sales Representative
Newtown Square, PA

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USI Insurance Services

Assistant Manager/Producer - IB P&T

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Job Description

Job Details Locations PA - Newtown Square Job
ID 32922
Description and Requirements General Description:
Inside/Outside specialty sales position. Responsible for driving new business sales, retention, and growing program specific business. In addition, responsible for managing assigned outside/inside sales team. This role will be a key part of the Leadership and Management teams to drive continuous revenue growth and achieve departmental sales goals.
Responsibilities:
Responsible for full-cycle recruitment, management, and development of 3+ Sales Producers. Includes monitoring staffing, performance management, and training. Provide leadership and coaching to generate revenue and sales goals. Assist with marketing and business plans to support sales strategies. Ensure team achievement of annual new business sales goals in our target market of companies as well as personal new business goal achievement. Meet with external centers of influence (COI) to act as a value-added service. Demonstrate technical knowledge necessary to communicate our solutions effectively to a noninsurance buyer. Develop a sales business plan and use effective prospecting strategies. Overcome sales obstacles on a prospect-specific basis. Build client and prospect pipeline. Champion client cross-selling initiatives for existing clients. Engage in meetings on earning and preparing for first appointments and closing business. Maintain a high degree of accuracy in agency management systems. Facilitate networking sessions to build COIs. Complete the sales due diligence process. Understand and explain USI's competitive differentiation to clients and prospects. Build relationships with small business, Personal Risk, Commercial Lines, and Employee Benefits sales staff. Lead regular team meetings. Keep staff informed on industry trends, USI policies, and procedures. Support the sales department for assigned line of business to maintain department budget. Attend sales meetings, seminars, trade shows, networking, and customer and association events. Develop knowledge of USI's product line, insurance concepts, and proprietary technologies.
Knowledge, Skills and Abilities:
2+ years of applicable sales experience and track record of sales success. High school diploma or general education degree (GED) required. College degree preferred. Must hold or will obtain Property & Casualty and/or appropriate business licensure. Management experience in a call-center environment is preferred. Experience with customer relationship management (CRM) platforms required. Personable, highly motivated, and goal oriented. Driven to achieve sales goals. Strong verbal and written communication skills. Detail-oriented. Strong planning and organizational skills. Strong working knowledge of Microsoft Office suite; including Word and Excel. Ability to travel to meet with identified COIs, networks, associations, prospects, and clients more than 50% of the time. 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.

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance