Select EB Practice Leader
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.
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.
Execution of best practices (Huddles, Sales Activation, Hiring).
Knowledge, Skills and Abilities:
Employee Benefits brokerage sales experience.
Bachelor's degree preferred.
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.
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200
offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
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.
$165,000-$205,000
Job ID:
27260Estimated Salary: $20 to $28 per hour based on qualifications.
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.
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.
Execution of best practices (Huddles, Sales Activation, Hiring).
Knowledge, Skills and Abilities:
Employee Benefits brokerage sales experience.
Bachelor's degree preferred.
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.
Why USI?
With more than $2.5 billion in revenue and over 10,000 associates across 200
offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE represents Omni, Network, Enterprise-the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, Rewards, and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects - to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint - we're working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I'm With U diversity, equity, and inclusion program educated our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
- Recognized as one of Insurance Business America's Top Insurance Employers for six consecutive years (2018-2023).
- Named to Business Insurance's annual list of the Best Places to Work in Insurance four years in a row (2020-2023).
- Recipient of the American Heart Association's Gold Status for a maintaining a culture of health and well-being five years in a row (2018-2022).
- Visit our Awards and Accolades page for a complete list of industry awards and recognitions!
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.
$165,000-$205,000
Job ID:
27260Estimated Salary: $20 to $28 per hour based on qualifications.
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