Select Employee Benefits Practice Leader

USI Insurance Services; Woburn (MA); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) plan

Flexible spending accounts

Generous paid time off

Paid family leave

Job summary

A leading insurance firm in Massachusetts is seeking a Practice Leader to drive revenue growth for Select Employee Benefits. You will manage producers, ensuring they meet sales goals, and lead a collaborative team. The ideal candidate will have experience in employee benefits brokerage sales and hold a Life & Health insurance license. This role offers comprehensive benefits, including medical, dental, and generous paid time off.

Qualifications

• Experience in Employee Benefits brokerage sales.
• Sales leadership in employee benefits is a plus.
• Consultative, solutions-based selling approach.

Responsibilities

• Manage the full cycle of Select Producers by providing leadership.
• Ensure staff meets revenue growth targets.
• Facilitate onboarding of new producers/brokers.
• Collaborate with recruiting to source, hire and onboard new producers; target >$100k annual revenue per producer.
• Foster cross-sell opportunities and maintain robust pipelines.

Skills

Employee Benefits brokerage sales experience

Proven track record for meeting or exceeding targets

Ability to coach/mentor sales producers

Executive presence and communication skills

Collaborative leadership

Executive communication

Cross-selling

Education

Life & Health insurance license

Job description

Job ID

31233

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.

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.
• 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.