USI Insurance

The Property & Casualty Practice Leader is a key part of the Leadership Team and is responsible for driving growth by leading a team of brokers/producers for the practice. This role will be responsible for creating a business plan and executing initiatives to include:  coaching / development, client retention, recruiting, and driving continuous profitable revenue.  

Primary Responsibilities:

• Coach and develop newly hired and seasoned producers/brokers, help close business

• Drive revenue and organic growth through client retention and new business development

• Partner with a dedicated local, in-house recruiting team to source, recruit, hire, and train producers/brokers to meet annual hiring targets

• Partner with the operations team to ensure the highest level of client satisfaction and retention

• Execute and lead our core processes and playbook to close new business

• Lead strategy sessions with resource teams and producers to prepare for prospect and client meetings

• Attend prospect and client meetings with producers and resource teams

• Lead and execute effective sales sessions on a weekly basis for both new and established producers.

• Create positive synergy within the local office practice to encourage two-way cross-selling with the EB team

• 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.

• Develop positive carrier relationships

• Drive utilization and keep current all prospecting and relationship building opportunities within the company’s Salesforce CRM

Key Performance Metrics:

• Simple Net New (SNN): New business exceeds lost business

• Direct contribution margins (controllable within the practice)

• Organic revenue growth (net of rate, exposure and acquisitions changes)

• Execution of USI Playbook

• Recruiting, hiring and development of team

Required Skills:

• 5 -10 + years of commercial insurance brokerage experience

• 3 + years of experience leading and coaching a team of sales professionals within a structured sales environment (preferred)

• Track record of successful individual P&C broker experience

• Deep knowledge and expertise in Property and Casualty

• Proven track record for meeting or exceeding revenue targets

• Consultative, positive and resourceful approach to interacting with prospects, clients and associates

• Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs

• An executive presence with polished and well developed written and oral communication skills

• Undergraduate degree

Travel Requirements:

• Domestic travel to client sites typically within region (10%)