USI Insurance

General Description: The Regional Practice Leader is responsible for driving continuous revenue growth for their specific region. The Regional Practice Leader will be a key part of the Operations Executive Leadership Team reporting directly to the Regional CEO with a dotted line reporting relationship to the National Property and Casualty Practice Leader in executing tactical P&C strategies.

Responsibilities:

• Responsible for the management of all local PC Practice Leaders and the Regional Technical Resources Leader.
• Drive regional new business, retention and Producer success.
• Responsible for recruiting and hiring new producers through local P&C Practice Leadership and being actively engaged with driving their success working closely with the Regional CEO.
• Conduct monthly 1-1 meetings with sales leaders to review activity, pipeline, results and process execution.
• Develop action plans to address the most urgent opportunities and challenges for the P&C Practice Leaders.
• Lead monthly regional new business and retention efforts to drive new ideas and specific actions to close opportunities.
• Coordinate and engage National and Regional resources when needed.
• Participate in USI University as a coach and facilitator.
• Assist with the development of new OMNI solutions.
• Execute and lead the USI Core processes of Get, Prep, Close and Keep.
• Accountable for line of sight new and lost business forecasting for the current quarter.
• Strategize with Operations Manager to retain a minimum of 92% of 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.
• 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.
• Participate in and execute effective Engagement Platform along with local PC Practice Leader sessions on a weekly basis for both new and established producers.
• Create positive synergy within practice to encourage two way cross-selling.
• Drive consistent and predictable long term profitable new client relationships.
• 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.
• Develop positive carrier relationships with oversight of override and contingent programs.

Key Performance Metrics:

• 4% SNN
• 15% new business and <10% lost business
• Leading to Organic Revenue and OpInc Growth
• Execution of best practices (Huddles, Sales Activation, Hiring)

Regional Practice Leader Metrics:

•       Expense Ratio of 2.5%

•       Full Time Manager can cover 10+ producers and $10mm+ revenue

Knowledge, Skills and Abilities:

• Strong technical understanding of the Property and Casualty and risk management business.
• 15+ years in the insurance industry including extensive experience operating in the insurance brokerage business.
• Demonstrated sales leadership ability and experience with ability to build trust and work in a collaborative environment.
• A deep understanding of the entire sales and client service process.
• 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 Property and Casualty community.
• Highly developed organization and time management skills
• Excellent listening skills
• Strong written and verbal communications
• Strong degree of self motivation
• Goal orientated

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 time off policy, paid family leave benefit as well as paid holiday time.