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Employee Benefits Practice Leader (Dallas)

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The Employee Benefits Practice Leader is responsible for driving continuous revenue growth for the USI Employee Benefits Dallas office location and operation. 


 


Responsibilities:


 


  • Execute and lead the USI Core processes of Hire, Get, Prep, Close and Keep.

  • Meet and exceed opco’s top line revenue growth and Organic Growth on an annual and quarterly basis.

  • Accountable for line of sight new and lost business forecasting for the current quarter.

  • Strategize with Operations Manager to retain 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.

  • Focus on recruiting hiring and on boarding new producers capable of driving new revenues on an annualized basis.

  • 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.

  • Develop internal resources / experts to assist all producers in closing business. 

  • Work with Operations Manager to enhance Value Proposition, Stewardship process and Account Management services.

  • Assist 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 CRM Champion 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.

  • Understand and communicate USI’s initiatives to OpCo executives and production team. 

  • 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 (CRM).

     


Key Performance Metrics:


  • SNN (more new than lost) at appropriate Margins

  • New business and retention

  • Leading to Organic Revenue and OpInc Growth

  • Execution of best practices (Huddles, Sales Activation, Hiring)


 


 


Knowledge, Skills and Abilities:


  • Minimum of 5 years of experience in Employee Benefits sales management experience

  • Strong understanding of Employee Benefits

  • Proven track record for meeting or exceeding revenue targets


  • 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


 


TRAVEL REQUIREMENTS


 


             Domestic travel to client sites typically within region


 





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Job ID:

15378

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