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Wholesale & MGA Operations Leader


GA - Atlanta, TX - Dallas

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General Description:  Responsible for managing the operational activities of the Wholesale and MGA Division. Responsible for creating and implementing operational efficiencies and corporate cross-functional initiatives to reach profitability and service goals for the Wholesale/MGA division.


  • Responsible for full-cycle management and development of team.
  • In partnership with the President of Wholesale and MGA, create, execute and lead the business growth goals and strategy.
  • Keep staff informed on industry trends, policy and process initiatives.
  • May provide support and assign resources to new business opportunities as needed.
  • Accountable for team adherence to division retention goals and meeting of client service level agreements.
  • Promote account rounding and cross-sell opportunities.
  • Provide technical expertise for complex client issues and questions. Help team members resolve issues with insurance carriers.
  • Ensure client invoicing is handled in accordance with best practices.
  • Generate and monitor necessary reports to ensure on-time, appropriate client renewals and team achievement of service goals. Perform periodic quality audits, when necessary.
  • Oversee team member workload and appropriate staffing levels.
  • Develop effective interdepartmental communication strategies to foster team behavior and sales-oriented culture.
  • Ensure staff maintains high degree of accuracy in agency management systems.
  • If also directly managing clients, provide proactive, personalized support to assigned accounts, including marketing and placement of renewals and negotiating on behalf of clients.

Knowledge, Skills and Abilities:

  • 10 years + experience in a Commercial Lines agency.
  • College degree preferred.
  • Prior managerial experience required. Strong team leadership abilities.
  • Expert understanding of Property & Casualty insurance.
  • Must hold or be willing to earn Property & Casualty insurance license.
  • Industry designation such as ARM, CIC, CPCU preferred.
  • Comfortable with internet-based programs and Microsoft Office products.
  • Strong knowledge of agency management systems and Commercial Lines operations required. Experience with Sagitta/ImageRight preferred.
  • Keep informed about industry information, technology and trends.

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.

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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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