Description and RequirementsGeneral Description: The Practice Leader is responsible for driving continuous revenue growth for their specific operation. The Practice Leader will be a key part of the Operations Executive Leadership Team reporting directly to the Regional CEO with a dotted line to the National Practice Leader.
Responsibilities:
- Execute and lead the USI Core processes of Get, Prep, Close and Keep.
- Accountable for line of sight new and lost business forecasting for the current quarter.
- Strategize with Operations Manager to retain a minimum of 92% of business year over year.
- Responsible for the ownership of pipeline management and at-risk accounts driving producer behavior utilizing the USI Omni and Risk Assessments.
- Oversee local operations supervisor and staff.
- Train all new producers on the USI ONE Advantage and messaging issues/USI Solutions the financial impact and sample case studies specific to each prospect using such tools as the OMNI and the 4x4 ales execution.
- Lead and execute effective Engagement Platform sessions on a weekly basis for both new and established producers.
- Create positive synergy within practice to encourage two way cross-selling.
- Work with Operations Manager to enhance Value Proposition, Stewardship process and Account Management services.
- Assist OpCo President & RCEO's in finding and recruiting Acquisition candidates.
- Drive consistent and predictable long term profitable new client relationships.
- Responsible for distribution of suspects and prospects to producers by working with both the local Sales and Marketing Specialist supported by the USI Data Integrity Team.
- Assist in developing sales and marketing strategies along with communications to optimize USI's position in the marketplace.
- Positively and proactively represent USI in meetings, seminars, trade shows and networking events following USI National Strategy and graphic standards.
- Work collaboratively to maximize results in all markets.
- Develop positive carrier relationships with oversight of override and contingent programs.
- Drive utilization and keep current all prospecting and relationship building opportunities within the company's sales force automation system (U Engage).
Key Performance Metrics:
- 4% SNN at 46% Margins
- 15% new business and < 10% lost business
- Leading to Organic Revenue and OpInc Growth
- Execution of best practices (Huddles, Sales Activation, Hiring)
Practice Leader Metrics:
• Expense Ratio of 2.5%
• Full Time Manager can cover 10+ producers and $10mm+ revenue
• Player coach model in small offices
Knowledge, Skills and Abilities:
• Strong understanding of Employee Benefits
- A consultative, positive and resourceful approach to dealing with prospect, clients and associates
- Strong visibility within the HR and benefits community
- Highly developed organization and time management skills
- Excellent listening skills
- Strong written and verbal communications
- Strong degree of self motivation
- Goal orientated
- High activity levels
- Ability to deal with senior level management and have a top level executive presence
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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 time off policy, paid family leave benefit as well as paid holiday time.
