Sales Team Leader & Producer (Insurance)

USI Insurance Services

Newtown Square (Delaware County)

On-site

USD 90,000 - 150,000

Full time

26 hours ago
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Benefits offered by this job

Medical, wellness, dental and vision
401(k)
FSAs and HSAs
Short/long-term disability
Life insurance
Paid family leave
Paid holidays

Job summary

USI Insurance Services is seeking an Inside/Outside specialty sales leader to drive new business, retention, and program growth. You will manage an outside/inside sales team and participate in Leadership/Management teams to achieve revenue goals.

You will recruit and develop 3+ Sales Producers, coach the team, and coordinate with COIs, marketing, and client partnerships to expand our market share in commercial lines and employee benefits.

Qualifications

  • 2+ years of applicable sales experience with a proven track record.
  • High school diploma or GED; college degree preferred.
  • Must hold or will obtain P&C license.
  • Management experience in a call-center environment is preferred.
  • Experience with CRM platforms is required.
  • Personable, motivated, and goal oriented with strong communication.
  • Detail oriented with strong planning and organizational skills.
  • Proficient with Microsoft Office; Word and Excel.
  • Ability to travel to meet COIs, networks, prospects, and clients >50% of the time.

Responsibilities

  • Recruit, manage, and develop 3+ sales producers with staffing oversight.
  • Provide leadership and coaching to achieve revenue and sales goals.
  • Support sales strategies with marketing and business plans.
  • Ensure annual new business sales goals in target markets and personal targets.
  • Engage with COIs to deliver value-added service.
  • Communicate solutions effectively to insurance buyers.
  • Build a sales business plan and drive prospecting strategies.
  • Develop client and prospect pipelines and cross-selling initiatives.
  • Lead team meetings and share industry trends and policies.
  • Maintain accuracy in agency management systems.

Skills

Sales experience
CRM platforms
Leadership
Communication skills
MS Office
Organizational skills
Travel 50%+
Goal oriented
Interpersonal skills

Education

Property & Casualty license or eligible

Tools

CRM platforms
MS Office (Word/Excel)

Job description

USI Insurance Services is seeking an Inside/Outside specialty sales leader to drive new business, retention, and program growth. You will manage an outside/inside sales team and participate in Leadership/Management teams to achieve revenue goals.

You will recruit and develop 3+ Sales Producers, coach the team, and coordinate with COIs, marketing, and client partnerships to expand our market share in commercial lines and employee benefits.

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