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Regional Sales Leader for Southeast Region

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About USI

USI is an Insurance Brokerage and Consulting firm that delivers property and casualty, employee benefits, personal risk, program and retirement solutions to large risk management clients, middle market companies, smaller firms and individuals. We are a leading national middle market broker approaching $2 billion in revenue and have uniquely invested in tools and resources to aid our associates in their success. USI has more than 7,000+ dedicated and innovative professionals in approximately 200 offices serving clients in all 50 states. USI has become a premier insurance brokerage and consulting firm by leveraging the
USI ONE Advantage®, an interactive platform that integrates proprietary and innovative client solutions, networked local resources and expertise, and enterprise-wide collaboration to deliver customized results with positive, bottom line impact. USI attracts best-in-class industry talent with a long history of deep and continuing investment in our local communities. For more information, visit

General Description:

Regional Sales Leader provides sales activation leadership and direction to the region’s new and established producers. A strong executive presence and ability to present effectively to both newly hired sales producers and most senior levels of the organization is critical. As a key member of the regional team, this individual will report to the Regional CEO, and be based in Tampa, and will have a dotted line reporting structure to the Corporate Chief Sales Officer.

Primary Responsibilities

·         Partner with RCEO and the Property & Casualty (PC) and Employee Benefits (EB) Leaders to Ensure Effective Execution of the Core USI Processes and Engagement Strategies in each office.

·         Work with Corporate CSO, Corporate Vertical Leaders and national EB and PC leader to ensure communication and clear messaging of all product and solution launches.

  • Responsible for regular participation as coach/professor/facilitator/curriculum contributor in the National USI Fast Start programs for both new and established producers as requested by the CSO. This will include local ongoing reinforcement in each regional office which will help both the Region and the overall Company achieves its new producer success and improves the growth of established underperforming producers.
  • Responsible for all regional marketing and communications leadership and processes including communications, presentations, sponsorships, advertising and branding. Marketing leadership will result in higher visibility and quality market positioning to support new business, client retention and revenue growth.
  • Provide strategic direction to Regional Sales & Marketing Manager.
  • 10+ years of related experience or training in commercial insurance brokerage
  • 3 + years of sales leadership
  • Track record of successful individual P&C commercial broker sales
  • Deep knowledge and expertise of commercial P&C and/or Employee Benefits experience
  • Proven track record for meeting or exceeding performance targets
  • Consultative, solutions based selling approach
  • Proven ability to motivate and lead.
  • Experience in developing marketing and sales strategies.
  • Excellent oral and written communication skills.
  • Goal oriented.

·         Work with RCEO, PC and EB leader to ensure quality tracking and measurement of sales activity.

·         Participate in screening/hiring/on boarding new producers to ensure success.

·         Assist with Acquisition Integration with respect to sales activation, messaging, U Engage Training (in coordination with the Sales and Marketing Specialist), sales and marketing.

·         Drive utilization and keep current all prospecting and relationship building opportunities within the company’s sales force automation system (U Engage).

·         Establish and execute marketing and communication strategy marketing campaigns, sponsorship selection, charitable contributions, advertising, dues and memberships and events.

·         Develop Marketing budget and uphold procedures for determining marketing investments.

Required Experience, Knowledge, Skills and Abilities:


·         Willingness to travel up to 75% of the time, regionally (TN, AL, FL) and nationally.

USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.


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Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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