SCL Practice Leader
USI Insurance Services
General Description: Responsible for driving continuous revenue growth for Select Commercial Lines. 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.• Provide leadership and coaching to Select producers and staff to generate revenue and meet sales goals.• Drive behaviors to ensure that Select producers are working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.• Partner with local in-house recruiting team to source, screen, hire, and onboard new producers/brokers. • Oversee the marketing team for placement of new Select Commercial Lines clients, including relationship management of carrier partners• Create positive collaboration with other practices to drive a robust cross sell process. • 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. • Recruiting, hiring and promotion of team to MM Producer role.• Execution of best practices (Huddles, Sales Activation, Hiring).
Knowledge, Skills and Abilities:• 5-8 years of Property and Casualty brokerage sales experience. • Previous leadership experience preferred. • Bachelor’s degree preferred. Appropriate insurance licensing required.• Insurance designations such as CIC and ARM strongly preferred.• Proven track record for meeting or exceeding performance targets.• Must be a skilled individual that is driven to motivate others to achieve sales goals.• 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 and services as opposed to price.
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.• Provide leadership and coaching to Select producers and staff to generate revenue and meet sales goals.• Drive behaviors to ensure that Select producers are working to meet revenue growth targets. Includes prospecting, generating first appointments, and closing new business opportunities.• Partner with local in-house recruiting team to source, screen, hire, and onboard new producers/brokers. • Oversee the marketing team for placement of new Select Commercial Lines clients, including relationship management of carrier partners• Create positive collaboration with other practices to drive a robust cross sell process. • 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. • Recruiting, hiring and promotion of team to MM Producer role.• Execution of best practices (Huddles, Sales Activation, Hiring).
Knowledge, Skills and Abilities:• 5-8 years of Property and Casualty brokerage sales experience. • Previous leadership experience preferred. • Bachelor’s degree preferred. Appropriate insurance licensing required.• Insurance designations such as CIC and ARM strongly preferred.• Proven track record for meeting or exceeding performance targets.• Must be a skilled individual that is driven to motivate others to achieve sales goals.• 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 and services as opposed to price.
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