Regional Sales Ops Leader: Front-End Growth & Efficiency

USI Insurance Services; Stockton (CA); Hybride; USD 100 000 - 115 000; Plein temps

Avantages offerts par ce poste

Health, welfare and financial benefits

Generous PTO and paid holidays

Résumé du poste

USI Insurance Services is seeking a Regional Sales Operations Leader to partner with regional and practice leaders, driving efficiency and consistency across the USI sales process with emphasis on the front end (GET). You will improve prospect quality and first appointment activity to support growth and producer success.

You will lead the Sales Support team, oversee prospect strategies, and champion adoption of new tools and best practices across offices.

Qualifications

• 5+ years of experience in insurance brokerage, carrier, or a related field.
• Excellent verbal and written communication skills.
• Experience developing and executing sales or marketing strategies.

Responsabilités

• Manage the Sales Support team, ensuring appropriate staffing and alignment to metrics.
• Oversee prospect strategy and assignment (U Match), ensuring producers have quality 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.

Connaissances

Leadership

Strategic thinking

Communication

Sales/Marketing strategy

Insurance industry experience

Description du poste

USI Insurance Services is seeking a Regional Sales Operations Leader to partner with regional and practice leaders, driving efficiency and consistency across the USI sales process with emphasis on the front end (GET). You will improve prospect quality and first appointment activity to support growth and producer success.

You will lead the Sales Support team, oversee prospect strategies, and champion adoption of new tools and best practices across offices.