Regional Sales Ops Leader — Front-End Growth & Efficiency

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

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