Description and Requirements
General Description: Responsible for driving continuous revenue growth for Select Commercial Lines. Manage the Select sales producers and responsible for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team.
Responsibilities:
• Learn then lead USI's proprietary One Advantage Platform, to include:
• Omni: Proprietary, real time, interactive intranet-based client solutions.
• Network: Vast experienced local resources, networked nationally.
• Enterprise: Combining Omni solutions with the Network for comprehensive results.
• Provide leadership and coaching to Select producers and staff to generate revenue and meet sales goals.
• Drive behaviors to ensure that Select producers are working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.
• Partner with local in-house recruiting team to source, screen, hire, and onboard new producers/brokers.
• Oversee the marketing team for placement of new Select Commercial Lines clients, including relationship management of carrier partners
• Create positive collaboration with other practices to drive a robust cross sell process.
• Lead huddle meetings to prepare for new business appointments.
• Join Select producers on new business appointments.
• In conjunction with local CRM Champion, facilitate prospects to Select producers.
• Ensure Select producers maintain robust pipelines with quality prospects.
• Develop positive carrier relationships.
Key Performance Metrics:
• Simple Net New (SNN): New business exceeds lost business.
• Direct contribution margins (controllable within the practice).
• Organic revenue growth.
• Execution of USI One Advantage.
• Recruiting, hiring and promotion of team to MM Producer role.
• Execution of best practices (Huddles, Sales Activation, Hiring).
Knowledge, Skills and Abilities:
• 5-8 years of Property and Casualty brokerage sales experience.
• Previous leadership experience preferred.
• Bachelor's degree preferred. Appropriate insurance licensing required.
• Insurance designations such as CIC and ARM strongly preferred.
• Proven track record for meeting or exceeding performance targets.
• Must be a skilled individual that is driven to motivate others to achieve sales goals.
• Possess a consultative, solutions based selling approach.
• Executive presence with polished and well developed written and oral communication skills.
• Must be a collaborative and passionate leader with high integrity.
• Familiar with a cross-sell approach. Proactive sales management and tracking. Selling coverage and services as opposed to price.
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.
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