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Regional Select Practice Leader, Brookfield


WI - Brookfield

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Responsible for driving continuous revenue growth for Select Commercial Lines. Manages the Select sales producers and is responsible for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team.


• Responsible for the management of Select Producers. Providing leadership and coaching to staff to generate revenue and meet sales goals.

• Drive behaviors to ensure that staff is working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.

• Work with the regional recruiting team to source, screen, hire, and onboard new producers. New Producers should be capable of generating new revenue that exceeds $100k per year on an annualized basis.

• Create positive relationships with other practices to encourage two-way cross-selling. Includes Property/Casualty, Employee Benefits, and Personal Risk Services. 

• Ensure Select producers are completing all requirements of the New Producer Expectation Form.

• Responsible for distribution of suspects and prospects to producers. Work with the local CRM Champion, supported by the USI Data Integrity Team.

Key Performance Metrics:

• Hire producers per quarter

• Graduate 90% of hires through 4 month training/assessment program

• Generate $50,000 median new business per producer over 12 months in production 

• Graduate 35% of producers to middle market

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

Knowledge, Skills, and Abilities:

• 5-8 years of  Property and Casualty brokerage sales experience.  Leadership experience preferred. 

• Must be a skilled individual that is driven to motivate others to achieve sales goals.

• Ability to coach/mentor in concert with recruiting and hiring sales producers.

• Excited about and familiar with: a cross-sell approach; selling coverage as opposed to price, and proactive sales management and tracking.

• Ability to win the confidence of other Practice Leaders and Producers. Strong technical ability, presentation style, and sophistication.

• Undergrad degree and Insurance designations i.e. CIC, ARM.

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 family leave benefit as well as paid holiday time.


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