Property and Casualty Practice Leader - Chicagoland

USI Insurance Services; Oak Brook (IL); On-site; USD 210,000 - 275,000; Full time

Benefits offered by this job

Competitive benefits

Paid time off

Job summary

USI Insurance Services seeks a Property & Casualty Practice Leader to drive growth by leading brokers/producers, coaching staff, and executing a strategic business plan. The role includes hiring targets, client retention, and cross-selling within the EB team, with a focus on USI’s national strategy.

Responsibilities include direct revenue growth, recruiting with in-house teams, and representing USI at events.

Qualifications

• 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.
• 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.
• Executive presence with polished written and oral communication skills.

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 local recruiting to source, recruit, hire, and train producers/brokers.
• Collaborate with operations to ensure client satisfaction and retention.
• Lead and execute core processes and playbooks to close new business.
• Lead strategy sessions to prepare for prospect and client meetings.
• Attend prospect and client meetings with producers and resource teams.
• Lead weekly sales sessions for new and established producers.
• Foster cross-selling within the local office practice.
• Develop sales and marketing strategies and communications.
• Represent USI in meetings, seminars, trade shows and networking events.
• Develop positive carrier relationships and manage prospecting in Salesforce.

Skills

Commercial insurance brokerage

Team leadership

Client relationship management

Executive communication

Education

Undergraduate degree

Tools

Salesforce CRM

Job description

Description and Requirements

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%)

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.

The salary for this position ranges from $210,000 to $275,000 per year, depending on experience.

The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills. In addition to the base salary, this role is bonus eligible.