Practice Leader

Company: USI Insurance Services
Location: Meriden
Posted on: April 4, 2021

Job Description:

General Description: The Practice Leader is responsible for driving continuous revenue growth for their specific operation and actively executing the USI Core Processes and supporting best practices embedded in G, P, C, K and H. The Practice Leader will be a key part of the Operations Executive Leadership Team reporting directly to the Regional CEO with a dotted line to the National Practice Leader Responsibilities:

• Execute and lead the USI Core processes of Get, Prep, Close, Keep, Hire and Acquire.
• Vertical knowledge and broker experience in Industrial; Construction; or Real Estate
• Meet and exceed opco's top line revenue growth of 20% and Organic Growth of 10% on an annual and quarterly basis.
• Accountable for line of sight new and lost business forecasting for the current quarter.
• Responsible for the management of Producers and Operations Supervisor.
• Strategize with Operations Manager to retain a minimum of 92% of business year over year.
• Responsible for the ownership of pipeline management and at-risk accounts driving producer behavior utilizing the USI Omni and Risk Assessments.
• Oversee local operations supervisor and staff.
• Focus on recruiting hiring and on boarding new producers who are capable of driving new revenues that exceeds $300k per year on an annualized basis.
• Train all new producers on the USI ONE Advantage and messaging issues/USI Solutions, work product the financial impact and sample case studies specific to each prospect using such tools as the OMNI and the 4x4 sales execution.
• Responsible for the ownership of pipeline management and at-risk accounts driving producer behavior utilizing the USI Omni, Risk Assessments, keep huddles, triage calls and peer reviews.
• Oversee local operations supervisor and staff.
• Focus on supporting the regional recruiting team in efforts to source, screen, hire and on board new producers who are capable of driving new revenues that exceeds $300k per year on an annualized basis.
• Lead and execute effective Engagement Platform sessions on a weekly basis for both new and established producers.
• Create positive synergy within practice to encourage two way cross-selling.
• Develop internal resources / experts to assist all producers in closing business.
• Work with Operations Manager to enhance Value Proposition, Stewardship process and Account Management services.
• Assist OpCo President & RCEO's in finding and recruiting Acquisition candidates.
• Drive consistent and predictable long term profitable new client relationships.
• Responsible for distribution of suspects and prospects to producers by working with both the local CRM Champion supported by the USI Data Integrity 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.
• Work collaboratively to maximize results in all markets.
• Understand and communicate USI's initiatives to OpCo executives and production team.
• Develop positive carrier relationships with oversight of override and contingent programs.
• Drive utilization and keep current all prospecting and relationship building opportunities within the company's sales force automation system (CRM). Key Performance Metrics:
  • 4% SNN at 46% Margins
  • 15% new business and
  • Leading to Organic Revenue and OpInc Growth
  • Execution of best practices (Huddles, Sales Activation, Hiring)
  • Expense Ratio of 2.5%
  • Full Time Manager can cover 10+ producers and $10mm+ revenue
  • Player coach model in small offices Knowledge, Skills and Abilities:
    • Strong understanding of Property and Casualty
    • A consultative, positive and resourceful approach to dealing with prospect, clients and associates
    • Highly developed organization and time management skills
    • Strong written and verbal communications
    • Strong degree of self motivation
    • Goal orientated
    • High activity levels
    • Ability to deal with senior level management and have a top level executive presence Interested in hearing about other USI Career Opportunities? EEO is The Law - click here for more information
      Notice to 3rd Party Recruiters We endeavor to make this site accessible to any and all users. If you would like to contact us, please email recruiting@usi.com 100 Summit Lake Drive, Suite 400, Valhalla, NY 10595

Keywords: USI Insurance Services, Meriden , Practice Leader, Other , Meriden, Connecticut