The Property & Casualty Practice Leader is a key part of the Leadership Team and is responsible for driving growth by leading a team of brokers/producers for the San Antonio P&C practice. This role will be responsible for creating a business plan and executing initiatives to include:  coaching/development, client retention, recruiting, and driving continuous profitable revenue.  

 

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.

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