Connie Courseault

About Connie Courseault

I am an Employee Benefits Consultant at USI Insurance Services, a leading national insurance brokerage and consulting firm. I have over a decade of experience in advising clients on capital-efficient insurance and employee benefits planning, using USI\'s proprietary platform USI ONE™. I hold multiple credentials in accident and health insurance and real estate, which enable me to provide comprehensive and customized solutions for my clients\' needs.My core competencies include employee benefits, new business development, and customer relationship management (CRM). I have a proven track record of growing my client base, achieving annualized new business sales goals, and maintaining 100% customer satisfaction rating. I also have a deep understanding of the insurance market, technical insurance issues, and regulatory compliance. My mission is to deliver value-added and measurable employee benefit solutions that help my clients attract and retain talent, improve their cost structure, and enhance their employee wellness.

Experience

1. Employee Benefits Consultant

   USI Insurance Services

   Mar 2023 — Present · Woodland Hills, CA, US

   As a Employee Benefits Consultant, my primary focus is daily client relations, including achieving annualized new business sales goals in target market of companies with 100+ employee lives.Understand and explain USI\'s competitive differences 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.Use USI\'s contact management and sales automation tool to support sales processes. Input timely and accurate information to facilitate sales and revenue projections. Positively represent USI in meetings, seminars, trade shows and networking events.Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer.Successfully develop and deploy sales and marketing strategies along with periodic communications to optimize USI\'s position in the marketplace.