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Description and Requirements
The Role:
The Division Operations Leader is responsible for overseeing all operational functions and teams that support revenue retention and growth within the Wholesale & MGA Division. This role ensures strategic alignment across departments and drives operational excellence to meet financial and performance goals.
What You'll Do:
- Manage and develop operations across underwriting, retention, account management, systems support, technical resources, training, customer service, and other assigned functional teams.
- Develop and execute comprehensive retention strategies to support the division’s financial growth objectives.
- Collaborate with senior division leadership to ensure compliance with regulatory requirements, including licensing, E&S filings, and carrier contracts.
- Partner with division leadership to develop and manage the annual department budget, aligning with new business, retention, and staffing goals.
- Work closely with HR, Finance, and other stakeholders to recommend staffing solutions that meet operational needs and staffing targets.
- Identify and implement continuous operational improvements to enhance client, customer, and broker retention, as well as support new business growth.
- Establish and enforce standard operating procedures, workflows, and performance goals across the division.
- Define and monitor operational goals, targets, and KPIs. Ensure accountability and alignment with strategic goals.
- Manage and execute the renewal solicitation process across the Wholesale & MGA division. Improve retention through targeted strategies, expanded product offerings, and performance tracking.
- Collaborate with leadership to improve submit/quote/bind metrics, staff productivity, and overall operational efficiency.
- Partner with Practice Leaders to drive audit improvements, coordinating with internal and external audit teams as needed.
- Stay current on industry trends, technologies, and best practices to inform strategic decisions.
What We're Looking For:
- 10+ years of experience in a commercial Property & Casualty insurance agency, with a focus on retail and/or wholesale operations.
- Bachelor’s degree preferred.
- Prior managerial experience required with strong team leadership capabilities.
- Expert understanding of Property & Casualty insurance.
- Must hold a Property & Casualty insurance license.
- Comfortable with internet-based programs and Microsoft Office products, with advanced skills in Excel (e.g. pivot tables) and Power BI.
- Experience with the AIM agency management system and ImageRight document management system preferred.
- Strong knowledge of agency management systems and Commercial Lines operations required. Experience with Sagitta/ImageRight preferred.
- Excellent communication skills and a creative, solutions-oriented approach to problem-solving.
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.