Regional Sales Operations Leader

USI Insurance Services; Concord (CA); Hybrid; USD 100,000 - 115,000; Full time

Job summary

USI Insurance Services seeks a Regional Sales Operations Leader to partner with regional executives, drive efficiency, and standardize the USI sales process with a focus on front-end activities and first appointments to grow new business. The role collaborates with the national Revenue Operations function to implement best practices and optimize regional performance.

The RSOL will manage the Sales Support team and oversee prospect strategy, engagement, and tool adoption, ensuring alignment to

Qualifications

• 5+ years of experience in insurance brokerage, carrier, or related field.
• Experience leading and influencing teams.
• Proven ability to develop and execute sales/marketing strategies.
• Excellent verbal and written communication skills.
• Goal-oriented with a focus on results.

Responsibilities

• Manage the Sales Support team (SMS, SES, RFP) and staffing to metrics.
• Oversee prospect strategy and assignment to ensure quality opportunities.
• Guide prospect engagement, including contacts, events, and follow-ups.
• Monitor producer activity and first appointments; address gaps with leaders.
• Collaborate with producers to resolve quality and warming strategy issues.
• Ensure consistent execution of Engagement Day and other best practices.
• Review funnel metrics and tool usage; implement improvements.
• Partner with Practice Leaders on rollout of new sales tools.
• Improve sales process efficiency aligned with USI practices.

Skills

Leadership

Strategy development

Sales/marketing strategy

Communication skills

Goal-oriented

Job description

About the Role

The Regional Sales Operations Leader (RSOL) partners closely with the Regional CEO, Regional Practice Leaders, and local Practice Leaders to drive efficiency and consistency across the USI sales process, with a particular focus on the front end (GET). This role is dedicated to improving prospect quality, assignment, engagement, and first appointment activity to support new business growth and producer success. The RSOL also collaborates with the national VP of Revenue Operations to implement best practices and optimize performance across the region.

Requirements

Description and Requirements

About the Role

The Regional Sales Operations Leader (RSOL) partners closely with the Regional CEO, Regional Practice Leaders, and local Practice Leaders to drive efficiency and consistency across the USI sales process, with a particular focus on the front end (GET). This role is dedicated to improving prospect quality, assignment, engagement, and first appointment activity to support new business growth and producer success. The RSOL also collaborates with the national VP of Revenue Operations to implement best practices and optimize performance across the region.

What You'll Do

• Manage the Sales Support team, including Sales and Marketing Specialists (SMS), Sales Enablement Specialists (SES), and RFP Specialists (RFP), ensuring appropriate staffing and alignment to metrics.
• Oversee prospect strategy and assignment (U Match), making sure producers have the right volume and quality of opportunities by size, geography, and industry vertical.
• Guide prospect engagement efforts, including contact strategy, events, Executive Series follow-up, and Centers of Influence support.
• Monitor producer activity, effort, and first appointments; partner with Practice Leaders to address gaps and improve outcomes.
• Collaborate with producers to resolve quality prospect and warming strategy issues.
• Ensure consistent execution of Engagement Day and other sales activity best practices across offices.
• Regularly review sales funnel metrics and sales tool utilization to identify gaps; work with leadership to implement improvements.
• Partner with Practice Leaders on rollout and adoption of new sales tools and enhancements.
• Continuously improve sales process efficiency by identifying issues and implementing solutions aligned with USI best practices.

What We're Looking For

• 5+ years of experience in insurance brokerage, carrier, or a related field.
• Proven ability to lead, motivate, and influence teams.
• Experience developing and executing sales or marketing strategies.
• Excellent verbal and written communication skills.
• Goal-oriented mindset.

Hybrid

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.

100,000-115,000