Skip to content

Regional SVP of Operations - Commercial Lines

Apply now Share Share Regional Director of Ops with Facebook Share Regional Director of Ops with LinkedIn Share Regional Director of Ops with Twitter Share Regional Director of Ops with Google+ Share Regional Director of Ops with Viadeo Share Regional Director of Ops with a friend via e-mail

The Regional SVP of Operations – Commercial Lines is responsible for managing the operational activities of the Mountain Region to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI’s Best Practices, Core Values and Risk Management Quality Control standards. This individual will report to the Regional CEO and play an integral role on the Executive Leadership Team, and will be responsible for management of staff within USI metrics and blueprint.


Key Responsibilities include:


·         Lead departments in development and successful completion of individual and departmental goals.

·         Work with President and Chief Financial Officer in preparation of revenue and expense budget, and monitor budget to ensure compliance with profit and growth objectives set by management.

·         Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.

·         Develop effective interdepartmental communication strategies.  Foster team behavior and a sales-oriented department culture.

·         Work with OpCo Leaders identifying areas of improvement, create efficiencies and improve margins.

·         Oversee Regional initiatives and manage operations to include Carrier/Wholesaler book consolidations, Small Business Hub, movement of business to service centers, Patra, etc.

·         Act as liaison between Commercial staff and Insurance Company personnel, while building and maintaining positive broker/company relationships.

·         Participate in interviewing, hiring, training, and development of operations staff.

·         Attend regularly scheduled Commercial Lines Operations Leaders calls and meetings and communicate information on new and existing initiatives to staff.

·         Manage operational integration of new acquisitions within the Region.

·         Expertise in understanding the USI ONE Advantage and Stewardship process.

·         Monitor Stewardship plans client meetings, client meetings, peer reviews, monthly reporting.

·         Provide Region and OpCos with regular updates on operational performance, taking corrective action as necessary.

·         Work with Managers of Commercial and  Personal Lines Specialists  to promote account rounding and cross-sell/referral opportunities,  account retention on a monthly basis, ensure adherence to retention goals, and to achieve agency goals regarding percentage of retained business through proactive measures.

  • Maintain quality control of renewal expirations, avoid any lapse in coverage.  Ensure team members are addressing renewals in a timely manner.

  • Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.

  • Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.

  • Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.

  • Responsible for the management of employees through performance reviews, performance improvement plans, organizing coverage for staffing shortages, department issues, recording time and attendance and approval of expense reports.


Knowledge, Skills and Experience:

 10+ years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.

  • Prior managerial experience required. Ability to manage others effectively.

  • In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes.

  • Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.

  • Hold an industry designation such as ARM, CIC, and CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.

  • Ability to plan and instruct staff members on information appropriate to their job responsibilities.

  • Ability to handle difficult behavior and conflict and bring to a timely resolution.

  • Ability to problem solve creatively and proactively.

  • Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts.  

  • Keep informed regarding industry information, new product information, legislation, coverage’s and technology to continuously improve knowledge and performance.

  • Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.



Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
We endeavor to make this site accessible to any and all users. If you would like to contact us, please email