What are the responsibilities and job description for the CL Practice Leader position at USI Insurance Services and Careers?
Primary Responsibilities:
- Coach and develop newly hired and seasoned producers/brokers, help close business
- Drive revenue and organic growth through client retention and new business development
- Partner with a dedicated local, in-house recruiting team to source, recruit, hire, and train producers/brokers to meet annual hiring targets
- Partner with the operations team to ensure the highest level of client satisfaction and retention
- Execute and lead our core processes and playbook to close new business
- Lead strategy sessions with resource teams and producers to prepare for prospect and client meetings
- Attend prospect and client meetings with producers and resource teams
- Lead and execute effective sales sessions on a weekly basis for both new and established producers.
- Create positive synergy within the local office practice to encourage two-way cross-selling with the EB team
- Assist in developing sales and marketing strategies along with communications to optimize USI’s position in the marketplace.
- Positively and proactively represent USI in meetings, seminars, trade shows and networking events following USI National Strategy and graphic standards.
- Develop positive carrier relationships
- Drive utilization and keep current all prospecting and relationship building opportunities within the company’s Salesforce CRM
Key Performance Metrics:
- Simple Net New (SNN): New business exceeds lost business
- Direct contribution margins (controllable within the practice)
- Organic revenue growth (net of rate, exposure and acquisitions changes)
- Execution of USI Playbook
- Recruiting, hiring and development of team
Required Skills:
- 5 -10 years of commercial insurance brokerage experience
- 3 years of experience leading and coaching a team of sales professionals within a structured sales environment (preferred)
- Track record of successful individual P&C broker experience
- Deep knowledge and expertise in Property and Casualty
- Proven track record for meeting or exceeding revenue targets
- Consultative, positive and resourceful approach to interacting with prospects, clients and associates
- Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs
- An executive presence with polished and well developed written and oral communication skills
- Undergraduate degree
Travel Requirements:
- Domestic travel to client sites typically within region (10%)
USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
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.
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Salary : $225,000 - $300,000