Regional Sales Operations Leader — Drive Efficiency

USI Insurance Services; Arizona, United States, Northern America, Americas; Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k)

FSA/HSA

Disability insurance

Life insurance

Paid time off

Paid family leave

Paid holidays

Job summary

USI Insurance Services in Kentucky is seeking a Regional Sales Operations Leader (RSOL) to partner with regional leaders and drive efficiency in the sales process, focusing on the front end (GET). This role supports new business growth and producer success by improving prospect quality, assignment, engagement, and first appointment activity.

You will guide the Sales Support team, optimize prospect engagement, and ensure consistent execution of best practices across offices to drive performance.

Qualifications

• 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.

Responsibilities

• Manage the Sales Support team, including SMS, SES, and RFP Specialists, ensuring staffing and alignment to metrics.
• Oversee prospect strategy and assignment (U Match) to provide quality opportunities by size, geography, and industry.
• Guide prospect engagement efforts, 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 activity best practices.
• Review sales funnel metrics and tool usage; implement improvements with leadership.
• Partner with Practice Leaders on rollout and adoption of new sales tools.

Skills

Leadership

Strategy development

Sales enablement

Communication

Goal oriented

Job description

USI Insurance Services in Kentucky is seeking a Regional Sales Operations Leader (RSOL) to partner with regional leaders and drive efficiency in the sales process, focusing on the front end (GET). This role supports new business growth and producer success by improving prospect quality, assignment, engagement, and first appointment activity.

You will guide the Sales Support team, optimize prospect engagement, and ensure consistent execution of best practices across offices to drive performance.