Personal Lines Regional Manager - TX - Dallas, TX - Houston - 31669 - USI Insurance

Job Details

Locations

TX - Dallas, TX - Houston

Job ID

31669

Description and Requirements

General Description: Provide leadership by managing growth and client retention for all Premier Personal Insurance in the region. Includes day-to-day management of High Net Worth internal service center operations and team members.

Responsibilities:

Communicate the Personal Risk Division’s vision, projects, and priorities to regional leaders.
Promote Personal Risk client management services and deliverables to internal clients at leader meetings. Includes EB/PC Producers and Leaders.
Accountable for recruitment, management, and development of Premier Services team members. Includes training, performance management, and holding department meetings.
Manage Marketing Specialist team members responsible for supporting Personal Risk Producers with quoting and placement of new business.
Ensure all team members (Service and Marketing) are knowledgeable of current market trends, underwriting requirements, and system enhancements that support the Personal Risk Division.
Manage department’s financial metrics. Achieve target Op Margins for Premier client segments and meet revenue retention targets.
Work with Regional CFO and Financial Analysts to ensure metrics are aligned.
Assist in managing carrier relationships through planning annual strategies, developing marketing campaigns, monitoring book and carrier consolidation, and helping with client issues.
Work with Personal Risk Sales Practice Leader to ensure coordination of sales and service support. Includes assignment of service team based on client exposures and segmentation.
Maintain strong internal and external client relationships within the region.
Attend client renewal review meetings and new client onboarding of Premier Tier 2 & 3 clients.
Meet with various venders and carrier partners.
Assist with teams/offices undergoing significant operational changes. Includes acquisitions and staffing challenges.
Lead ongoing transition to Premier best practice service models in region. Includes standard deliverables and client segmentation.
Ensure department achieves service standard KPIs. Monitor monthly regional and individual results.
Monitor monthly renewal, new business and lost business reports for Personal Lines
Monitor and resolve potential E&O issues.
Oversee new business production. Support opportunities to produce new business through account rounding, up selling, and referrals.
Develop, execute, and monitor process and procedures for department and client contact materials.

Knowledge, Skills and Abilities:

5-10 years of experience in personal insurance. Previous managerial experience required.
Bachelor’s degree preferred, but not required.
Must hold or earn a Property & Casualty insurance license.
Effective leadership with the ability to direct and monitor the activities of others.
Highly developed communication and organizational skills.
Must be comfortable with internet-based programs and Microsoft Office products.
Knowledge of Sagitta is preferred, but not required.
Ability to creatively and proactively problem-solve.
Good working knowledge of personal insurance, rating, and underwriting guidelines.

GLDR

#LI-JM2

#LI-Hybrid

Why USI?
With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.

Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.

Committed to a Diverse and Inclusive Workplace
Our award-winning I’m With U diversity and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.

Nationally Recognized as a Top Insurance Employer

Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018-2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020-2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024-2025).
Certified as a Great Place To Work two years in a row (2024-2025).

Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!

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.