Newtown Square, PA
14 hours ago
PG Sr Producer
General Description: Outside specialty sales position. Responsible for driving new business sales, retention, and growing program specific business. Manage client relationships and drive profitability, satisfaction, and organic growth. Includes cross selling programs where applicable. 
Responsibilities: Achieve annualized new business sales of $150k annually in our target market of companies related to program specific verticals.Work with Practice Leader/Program Executive to determine geographic focus where applicable. With assistance from leadership and service team, retain at least 94% of business year over year.Maintain 100% effectiveness for all assigned leads.Meet new business activity and appointment goals every month.Maintain list of prospective centers of influence and lead sources of clients in target groups. Research prospects specific to individual programs and develop customized messaging. Generate new business leads and first appointment activity. Develop opportunities through centers of influence, associations, and personal networks. Develop and execute a sales business plan and use effective prospecting strategies. Identify and overcome sales obstacles with prospects. Develop and support cross-selling strategies to enhance prospect and client relationships.Understand and explain our competitive differentiation and solutions effectively. 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 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.Collaborate with Program Managers, Underwriters, and service team to maximize results.Engage in professional development. Includes industry and organizational education and training.Positively represent USI in meetings, seminars, trade shows, and networking events.Demonstrate strong knowledge of USI competitors.Attend and actively participate in USI training and sales support programs.Present Risk Management seminars both internally and externally. 
Knowledge, Skills and Abilities:3+ years of experience selling legal malpractice or malpractice in a similar vertical.5+ years in insurance, carrier, or related business sales experience including calling on senior executives. Track record of sales success.High school diploma or graduate equivalent degree required; college degree preferred.Experience visiting and meeting with prospects. Must hold or obtain Property & Casualty and/or appropriate business licensure. Experience utilizing sales cycle software/CRM.Proficient in Microsoft Office suite of products.Personable, highly motivated and goal oriented. Driven to achieve individual sales goals.Superior communication, negotiation, and presentation skills.Excellent organizational and follow-up skills. Strong understanding of Property and Casualty insurance.A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates.Excellent listening skills with strong customer focus.Ability to deal with senior level management and have a top-level executive presence.Ability to travel 50% of the time.
Physical Demands:Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone - headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, bending, and typing.
Analysis of Physical Demands:Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend. Occasionally (1%-33% of time) work performed requires employees to drive to client appointments, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting.
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