Select Employee Benefits Practice Leader

USI Insurance Services; Center Square (PA); On-site; USD 170,000 - 175,000; Full time

Job summary

USI Insurance Services in Center Square, PA, seeks a Practice Leader to drive continuous revenue growth for Select Employee Benefits, manage the Select sales producers, and contribute to the Regional Executive Leadership Team.

The role emphasizes leading sales strategies, coaching staff, expanding pipelines, cross-selling across practices, and building carrier relationships to exceed goals and drive enterprise outcomes.

Qualifications

• Experience in Employee Benefits brokerage sales.
• Bachelor's degree preferred.
• Proven track record for meeting or exceeding performance targets.
• Life & Health license required or able to obtain.
• Ability to coach/mentor in concert with recruiting and hiring sales producers.
• Consultative, solutions-based selling approach.
• Executive presence with polished written and oral communication skills.
• Collaborative and passionate leader with high integrity.
• Familiar with cross-sell approaches and proactive sales management.

Responsibilities

• Learn and lead USI's One Advantage platform including Omni, Network, and Enterprise solutions.
• Provide leadership and coaching to staff to generate revenue and meet sales goals.
• Drive prospecting, appointments, and closing new business opportunities.
• Partner with recruiting to source and onboard new producers/brokers who generate >$100k/year.
• Create cross-sell opportunities with other practices and maintain robust pipelines with quality prospects.
• Lead huddles and join producers on new business appointments.
• Develop positive carrier relationships.

Skills

Benefits sales

Leadership

Coaching

Cross-selling

Life & Health license

Executive presence

Communication

Collaborative leadership

Education

Bachelor's degree

Job description

Description and Requirements

General Description

Responsible for driving continuous revenue growth for Select Employee Benefits. 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.
• Responsible for full cycle management of Select Producers. Provide leadership and coaching to staff to generate revenue and meet sales goals.
• Drive behaviors to ensure that staff is working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.
• Partner with internal recruiting team to source, screen, hire and onboard new producers/brokers. New Producers should be capable of generating new revenue that exceed $100k per year on an annualized basis.
• Create positive relationships with other practices to drive a robust cross-sell process.
• Ensure Select producers maintain robust pipelines with quality prospects.
• 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.
• Develop positive carrier relationships.

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.
• Execution of best practices (Huddles, Sales Activation, Hiring).

Knowledge, Skills And Abilities

• Employee Benefits brokerage sales experience.
• Bachelor's degree preferred.
• Proven track record for meeting or exceeding performance targets.
• Prior sales leadership of Employee Benefits or other business is a plus.
• Must hold Life & Health insurance license.
• Ability to coach/mentor in concert with recruiting and hiring sales producers.
• 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 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.

$170,000 - $175,000