Employee Benefits Practice Leader

USI Insurance ServicesColumbus, OH
238d

About The Position

The Practice Leader is responsible for driving continuous revenue growth for their specific operation. This role is 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 and Keep.
  • Accountable for line of sight new and lost business forecasting for the current quarter.
  • 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.
  • Train all new producers on the USI ONE Advantage and messaging issues/USI Solutions the financial impact and sample case studies specific to each prospect using such tools as the OMNI and the 4x4 sales execution.
  • 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.
  • 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 Sales and Marketing Specialist 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.
  • 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 (U Engage).

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What This Job Offers

Job Type

Full-time

Career Level

Senior

Industry

Insurance Carriers and Related Activities

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