Regional Sales Operations Leader

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

Benefits offered by this job

Health benefits

401(k)

Paid time off

Paid family leave

Holiday pay

Job summary

USI Insurance Services in San Diego seeks a Regional Sales Operations Leader to partner with regional leadership to drive efficiency and consistency across the sales process, with a front-end GET focus, to improve prospect quality and first appointment activity.

You will lead the Sales Support team, optimize prospect engagement, and roll out new tools, while collaborating with Practice Leaders to boost new business growth and producer success.

Qualifications

• 5+ years of experience in insurance brokerage or related field.
• Proven ability to lead, motivate, and influence teams.
• Excellent verbal and written communication skills.

Responsibilities

• Oversee Sales Support team (SMS, SES, RFP) with staffing aligned to metrics.
• Oversee prospect strategy and assignment (U Match) to ensure right volume and quality.
• Guide prospect engagement, including contact strategy, events, and Centers of Influence support.
• Monitor producer activity and first appointments; address gaps with Practice Leaders.
• Collaborate with producers to resolve quality prospect and warming strategy issues.
• Ensure consistent execution of Engagement Day and other sales activities.
• Review sales funnel metrics and tool usage; drive improvements with leadership.
• Partner with Practice Leaders on rollout and adoption of new sales tools.
• Continuously improve sales process efficiency aligned with USI best practices.

Skills

Leadership

Team management

Sales strategy

Communication

Goal orientation

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