Select Commercial Lines Practice Leader

USI Insurance Services; Burlington (MA); On-site; USD 180,000 - 320,000; Full time

Benefits offered by this job

Medical benefits

Dental & vision coverage

401(k) plan

Paid time off

Job summary

USI Insurance Services seeks a Practice Leader to drive revenue growth for Select Commercial Lines. You will manage the Select sales producers and align with the Regional Executive Leadership Team to hit sales and budget goals.

You will lead, coach and develop a high-performing team, guide prospecting and closing processes, and partner with recruiting to onboard top producers and brokers.

Qualifications

• 5-8 years of Property and Casualty brokerage sales experience.
• Leadership experience preferred with a track record of meeting targets.
• Strong communication and collaboration skills.

Responsibilities

• Lead and develop Select producers and staff to achieve revenue goals.
• Drive revenue growth targets and oversee prospecting, appointments and closings.
• Partner with recruiting to source and onboard new producers/brokers.
• Oversee marketing and carrier partner relationships for client placement.
• Collaborate cross-functionally to drive cross-sell opportunities.
• Lead huddles and join new business appointments where needed.
• Ensure robust pipelines with quality prospects via CRM.

Skills

Leadership

Sales targets

Executive presence

Team motivation

Consultative selling

Pipeline management

Cross-sell

Coaching

Education

CIC designation

ARM designation

Job description

General Description

Responsible for driving continuous revenue growth for Select Commercial Lines. Manage the Select sales producers and responsible for achieving sales and budget goals. The Practice Leader will be a key part of the Regional Executive Leadership Team.

Responsibilities

• Learn then lead USI’s proprietary One Advantage Platform, to include:
  • Omni: Proprietary, real time, interactive intranet-based client solutions.
  • Network: Vast experienced local resources, networked nationally.
  • Enterprise: Combining Omni solutions with the Network for comprehensive results.
• Provide leadership and coaching to Select producers and staff to generate revenue and meet sales goals.
• Drive behaviors to ensure that Select producers are working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.
• Partner with local in-house recruiting team to source, screen, hire, and onboard new producers/brokers.
• Oversee the marketing team for placement of new Select Commercial Lines clients, including relationship management of carrier partners
• Create positive collaboration with other practices to drive a robust cross sell process.
• Lead huddle meetings to prepare for new business appointments.
• Join Select producers on new business appointments.
• In conjunction with local CRM Champion, facilitate prospects to Select producers.
• Ensure Select producers maintain robust pipelines with quality prospects.

Key Performance Metrics

• Simple Net New (SNN): New business exceeds lost business.
• Direct contribution margins (controllable within the practice).
• Organic revenue growth.
• Execution of USI One Advantage.
• Recruiting, hiring and promotion of team to MM Producer role.
• Execution of best practices (Huddles, Sales Activation, Hiring).

Knowledge, Skills and Abilities

• 5-8 years of Property and Casualty brokerage sales experience.
• Previous leadership experience preferred.
• Insurance designations such as CIC and ARM strongly preferred.
• Proven track record for meeting or exceeding performance targets.
• Must be a skilled individual that is driven to motivate others to achieve sales goals.
• Possess a consultative, solutions based selling approach.
• Executive presence with polished and well developed written and oral communication skills.
• Must be a collaborative and passionate leader with high integrity.
• Familiar with a cross-sell approach. Proactive sales management and tracking. Selling coverage and services as opposed to price.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.