USI Holdings Corporation

Sales Manager - LPL

USI Holdings Corporation$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of sales and insurance experience; includes both outside and call-center environments.
  • College degree preferred; high school diploma or equivalent required.
  • Experience managing a team of B2B sales associates, with a focus on metric monitoring.
  • Must hold or will obtain Property & Casualty or appropriate business licensure.
  • Strong knowledge of company products and insurance concepts is essential.
  • Proficient in Microsoft Office suite, specifically Word and Excel.

Responsibilities

  • Supervise daily sales activities of Program producers, providing coaching on all sales processes.
  • Recruit and interview new staff, ensuring a strong team is built.
  • Plan, assign, and direct work while effectively communicating the team's vision.
  • Develop and manage departmental budget in accordance with financial guidelines.
  • Ensure compliance with underwriting guidelines throughout the sales process.
  • Collaborate with marketing to implement lead generation strategies.
  • Work with Underwriting and Operations teams to address sales process issues.

Benefits

  • Comprehensive health coverage including medical, dental, and vision.
  • 401(k) plan with flexible spending and health savings accounts.
  • Support for short and long-term disability and life insurance.
  • Generous paid time off policy and paid family leave benefits.
  • Paid holiday time to support work-life balance.
Full Job Description
Description and Requirements

General Description: Responsible for managing and building a sales team for assigned Program. Develop sales and distribution plans to achieve or exceed department goals.

Responsibilities:

  • Supervise Programs producers in their daily sales activity including:
    • Coach and mentor producers on all aspects of the sales process. Includes product knowledge, value propositions, prospecting, cross-selling, closing techniques and sales messaging. Ensure personal and team attainment of annual production goals.
    • Supervise staff according to company policies and applicable laws.
    • Recruit staff including interviewing and hiring.
    • Plan, assign, and direct work; communicating vision.
    • Performance management.
  • Develop and maintain department budget to ensure costs are within budget guidelines.
  • Ensure underwriting guidelines are being adhered to.
  • Attend and participate in meetings and workshops as necessary.
  • Assist in implementing marketing and business plans to support sales strategies.
  • Work with marketing team to develop and implement new lead generation strategies.
  • Work with database team to further develop CRM and lead management systems.
  • Work with Underwriting and Operations team on process and sales issues.


Knowledge, Skills and Abilities:

  • 2+ years of sales and insurance industry experience. Outside sales and inside call-center environment required.
  • College degree preferred. High school diploma or equivalent required.
  • Experience managing a team of inside and outside B to B sales associates. Call monitoring/KPI measuring preferred.
  • Must hold or will obtain Property & Casualty and/or appropriate business licensure.
  • Ability to develop strong knowledge of company's product line and related insurance concepts.
  • Ability to develop and maintain strong business relationships.
  • Excellent management, planning, leadership, and organizational skills.
  • Proficient in Microsoft Office suite, including Word and Excel.
  • Ability to manage all prospecting activity in sales tracking system.
  • Ability to travel 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 time off policy, paid family leave benefit as well as paid holiday time.

About USI Holdings Corporation

USI is a leading insurance brokerage and consulting firm, delivering property and casualty, employee benefits, personal risk, program and retirement solutions throughout the United States. Headquartered in Valhalla, New York, USI has over 200 offices across the United States. USI combines industry-leading national capabilities delivered through longstanding, passionate and committed local service teams. USI stands for Understand, Service and Innovate. At USI, we work to Understand the specific needs of our clients, to provide an unparalleled local Service experience, and to Innovate with cutting-edge solutions so our clients can continue to invest and grow.
Learn more about USI Holdings Corporation
Size
4,800 employees
Industry
Founded
1994

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