Unit Leader

World Insurance Associates, LLC.•Anderson, SC

10h•Hybrid

About The Position

The Unit Leader collaborates with division, growth, and practice leadership to drive profitable growth in alignment with the Company’s strategic vision. This role involves ensuring Unit performance expectations are met through regular communication with the leadership team and stakeholders, supporting growth and retention planning, and promoting team sales strategies. The Unit Leader partners with Division Leaders, Finance, Practice Leaders, Placement and Service Leadership to achieve favorable financial results, focusing on profitability, cash flow, reporting, and controls. They drive accountability and implement Company processes for variance reporting, pipeline management, timely month-end billing, accounts receivable/collections, and expense management while also being accountable for budget creation. The Unit Leader is responsible for clear and continuous communication of the Company’s vision and strategies, hosting at least quarterly or monthly Town Hall meetings, and preparing and providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other relevant topics. Additionally, the Unit Leader develops and implements sales and client retention meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible for recruiting top talent to support the overall growth and success of the Unit.

Responsibilities

Works closely with the Leadership team and key stakeholders to ensure delivery of performance expectations
Supports Division Leaders, Division Growth Manager, & Division Service Leaders in growth planning
Drives accountability for growth plan results & review cadence
Coordinates and leads quarterly (or semi-annual, as appropriate), pre-renewal “huddle” meetings with all major stakeholders on substantive renewals and follows up with monthly check-in meetings
Promote placement strategies and provides ongoing support
Promotes team sales maximizing cross sell opportunities
Drives specialization and promotes Company resource utilization
Gains in depth understanding of the objectives of each Practice
Drives accountability of segmentation and scope of services
Supports capacity planning tools
Ensure client & carrier deliverables are in accordance with Company professional standards
Direct involvement in Middle Market & Large client relationships
Partners with Division Leaders, Finance, Practice Leaders, and Service Leadership to achieve favorable financial results with respect to profitability, cash flow, reporting and controls
Drives accountability and implementation of Company processes to support tactical execution of
Variance reporting
Pipeline management (including CRM utilization)
Timely Month end billing
Accounts receivable / collections
Expense management
Identifies and develops Producer talent to drive profitable growth
Partners with Division Growth Managers and Human Resources to develop skills and experience requirements and training for sales roles
Establishes recruiting protocols and interview tools designed to attract and retain top talent
Develop and implement succession planning
Promotes Diversity and Inclusion and colleague mentorship programs
Provides ongoing support & guidance to service & placement colleagues in collaboration with Division Service Leaders
Participates in and promotes employee engagement surveys
Continuous delivery of Company vision and strategies and provide updates as applicable to all colleagues within your office(s)
Host all colleague Town Hall meetings monthly
Financial results
New business wins
Service updates
Carrier updates
Company event updates
Other
Implementation of individual Producer review cadence
Development and implementation of sales meetings
Annual business planning
Quarterly results review
Fosters collaborative working environments by being physically present in the office for an average of 3 days a week
Develop personal growth calculator & goals and achieve new business sales goals in middle and large market
Demonstrate technical knowledge necessary to communicate our solutions effectively to a non-insurance buyer
Establish and maintain a new business pipeline of qualified leads exceeding three times goal. Weekly, ensure all tracked pipeline information is current and reflects actual activity and stage in the sales process
Establish and maintain a list of target accounts and spheres of influence, developing a strategy for the sales efforts required to penetrate opportunities
Demonstrate proficiency at discovery process (sales due diligence) and conceptual presentation promoting the World value proposition while delivering specific solutions customized to each prospect
Participate in management enhancement training at least twice a year
Demonstrate personal growth and achievement in the Company’s standard KPI matrix, as the same may be amended by the Company from time to time. The Company’s standard KPI matrix is attached hereto as Schedule 1.