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Regional Sales & Marketing Manager

Alternate Locations:

FL - Tampa (2502 N Rocky) - TP201

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General Description: The Regional Chief Sales and Marketing Manager  is responsible for effective execution of all Marketing, Communications, Sales Activation Strategies, processes and tactics under the direction of the RCEO and Corporate Chief Sales Officer and in partnering with the technical resources leadership of both the Employee Benefits and Property and Casualty Sales Leaders.  Effectiveness in key process implementation and coaching of the Core USI Processes will result in improved quality and quantity of new business appointments, improved pipeline, new business growth and retention.


  • 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.
  • 7+ years of related experience or training in insurance brokerage, carrier, or related business.
  • Proven ability to motivate and lead.
  • Experience in developing marketing and sales strategies.
  • Excellent oral and written communication skills.
  • Goal oriented.

·         Work with RCEO and the PC and 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.

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

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

·         Assist with Acquisition Integration with respect to sales activation, messaging, CRM Training (in coordination with the CRM Champion), sales and marketing.

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

·         Assist in the execution in the regional RFP process

·         Oversee CRM team members across the region to ensure effective training, coordination and integrity of data

·         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.

·         Willingness to travel up to 75% of the time, both regionally and nationally.

Knowledge, Skills and Abilities:

Physical Demands

 Work is performed in a climate controlled office environment with minimal noise and limited to no exposure to chemicals or toxins.  Employees operate office equipment including; telephone - headset, Computer,  computer monitors, keyboard, mouse, copier, scanner and mail machine.  Physical tasks of job include; driving, walking, sitting, standing, bending and fingering.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to drive to client appointments or offices, have repetitive foot movements, walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Frequently (34%-66% of time) work performed requires employees to use repetitive hand motions such as fingering, using a keyboard, and sitting at a desk.

·         Rarely  (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs,  twisting/ turning including reaching over shoulder or above head , kneeling or squatting.



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