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Job Details

Locations
AZ - Phoenix, CA - Los Angeles, CA - Sacramento, CA - San Diego, CA - San Jose
Job ID
31399

Description and Requirements

General Description: Manage the operational activities of the Emerson Rogers Region. Achieve profitability and ensure consistent service standards and professionalism as defined by our Best Practices and Core Values. 

Responsibilities:
  • Accountable for management of operations team members. Includes performance management and approving timecards and expense reports. 
  • Participate, as needed, in interviewing, hiring, training, and development of operations staff.
  • Lead departments in development and successful completion of individual and company goals.
  • Coordinate with ER Finance/Commissions the operational support of NCS/Comet.
  • Provide regular updates on operational performance. Take corrective action as necessary.
  • Work with Operating Company managers to identify areas of improvement, create efficiencies, and improve margins.
  • Manage staffing within our metrics and blueprint.
  • Work with the COO and Regional Leadership Team to prepare the revenue and expense budget. Monitor the budget to ensure it meets management’s profit and growth goals. 
  • Manage operational integration of new acquisitions within the region.
  • Provide technical expertise in coordinating the inside service of new and existing clients. 
  • Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented department culture.
  • Promote the vision and operational direction in support of corporate goals and objectives.
  • Regularly review processes and data to encourage efficiencies and team member development.
  • Support the use and integration of Emerson Rogers technology within the daily processes of all resource groups.
  • Stay updated on industry and new product information, legislation, coverages, and technology. 
Knowledge, Skills and Abilities:
  • 10 years of experience in an employee benefits Insurance Agency with a comprehensive understanding of all employee benefits insurance coverages, underwriting, and rating concepts.
  • High School Graduate or equivalent required. College degree preferred.
  • Prior managerial experience required. Ability to direct and monitor the activity of others.
  • Must hold or obtain a Life and Disability insurance license within an agreed timeframe.
  • In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes.
  • Sets priorities and manages workflow to ensure efficient, timely, and accurate transactions. 
  • Ability to maintain relationships with clients, carriers, vendors, and other business contacts. 
  • Ability to work in a team environment.
  • Exceptional communication and problem-solving skills.  
  • Comfortable with internet-based programs and Microsoft Office products.  
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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.


$149k - $150k