Regional Sales Ops Leader - Front-End Growth & Efficiency

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

Benefits offered by this job

Comprehensive benefits package

Paid time off & holidays

Job summary

USI Insurance Services seeks a Regional Sales Operations Leader to partner with regional leaders and drive efficiency across the USI sales process, focusing on front-end prospecting, engagement, and first appointments to fuel new business growth. You’ll help optimize performance regionally and implement best practices with the national Revenue Operations team.

You will manage the Sales Support team, oversee prospect strategy, and guide engagement efforts, ensuring high-quality opportunities by

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 metrics alignment.
• Oversee prospect strategy and assignment (U Match) to ensure volume and quality of opportunities by size, geography, and industry.
• Guide prospect engagement efforts, including contact strategy, events, Executive Series follow-up, and Centers of Influence support.
• Monitor producer activity, address gaps with Practice Leaders, and improve outcomes across offices.
• 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 to identify gaps and drive 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.

Job description

USI Insurance Services seeks a Regional Sales Operations Leader to partner with regional leaders and drive efficiency across the USI sales process, focusing on front-end prospecting, engagement, and first appointments to fuel new business growth. You’ll help optimize performance regionally and implement best practices with the national Revenue Operations team.

You will manage the Sales Support team, oversee prospect strategy, and guide engagement efforts, ensuring high-quality opportunities by