Sales Leader, PC Practice Leader - Milwaukee Details

Sales Leader, PC Practice Leader - Milwaukee

USI Holdings Corporation - Philadelphia, PA

Employment Type : Full-Time

Why USI?Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI.Founded in 1994 with a single office of $6.5 million of revenue and 40 associates, today, USI has grown to become one of the largest insurance brokerage and consulting firms in the world with over $2 billion in revenue and more than 8,000 associates in approximately 200 offices in the U.S. and abroad.
At USI, we take your success seriously. That’s why we’re proud to have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through a unique professional development platform – USI ONE®, along with one-of-a-kind reward and recognition programs designed to recognize sales excellence. What’s more? Our leadership teams are committed to helping you win and retain business.
National and Local Sales Training and SupportWhat truly distinguishes USI as a leading insurance brokerage and consulting firm is the USI ONE Advantage®. This game-changing value proposition delivers a unique set of enterprise solutions and resources to our clients and provides a process and path for the professional development and success of our sales professionals. USI ONE represents Omni, Network, Enterprise – the three key elements that create the USI ONE Advantage and set us apart from the competition. To complement the tools and resources in our USI ONE process, USI offers a full suite of industry training and sales support programs, including USI University, USI Fast Start, our proprietary content on demand platform, and our Future Leaders program – all led by award-winning experts. Premier Sales Reward and RecognitionUSI PEAK, our annual sales incentive program, is designed to reward and recognize USI’s sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.
Committed to a Diverse and Inclusive Work Environment
At USI, we value diversity and remain committed to ensuring a fair, diverse, and inclusive work environment for all individuals. USI’s “I’m with U” diversity and inclusion program represents our firm’s collective commitment to innovating and advancing our diversity and inclusion initiatives in support of our more than 8,000 team members and the local communities we serve. I’m - for taking individual action. With - for bringing people together, not apart. And U - for Understanding, Uncovering, Uplifting, Upholding, Unblinking, and Unifying. Nationally Ranked and Recognized as a Top Insurance Workplace

• 2nd largest privately held broker of U.S. business and the 9th largest insurance broker in the world, Business Insurance 2020 Agents and Brokers Rankings + Directory.
• 2nd largest privately held employee benefits broker ranked by global benefits revenue, Business Insurance 2020 Agents and Brokers Rankings + Directory.
• 5th largest independent commercial lines broker and one of the top five largest privately held brokers of personal lines business in the U.S., Insurance Journal 2020 Top 100 Independent Property/Casualty Agencies & Insurance Journal 2020 Top 50 Personal Lines Agencies.
• Recognized as one of Insurance Business America’s Top Insurance Workplaces three years in a row (2018-2020).
• American Heart Association Workplace Health Achievement Index Gold-level recipient three years in a row (2018-2020).
• Named to Business Insurance’s 2020 list of Best Places to Work in Insurance.
• Ranked as one of Forbes Best Large Employers in America (2018-2019).

General Description: The Regional Select Practice Leader is responsible for driving continuous revenue growth for Select Commercial Lines, managing the Select Sales Producers, and for achieving sales and budget goals. The Practice Leader will be a key member of the Regional Executive Leadership Team.

Primary Responsibilities:

• Responsible for the management of Select Producers, providing leadership and coaching to staff to generate revenue and meet sales goals.
• Drive behaviors to ensure that staff is actively prospecting, generating first appointments and closing new business opportunities to meet revenue growth targets.
• In conjunction with the regional recruiting team, source, screen, hire and onboard new producers capable of generating new revenues that exceed $100k per year on an annualized basis.
• Create positive relationships with other practices (Property/Casualty, Employee Benefits, Personal Risk Services) to encourage two way cross-selling.
• Ensure Select Producers are completing all requirements of the New Producer Expectation Form.
• Responsible for the distribution of suspects and prospects to producers by working with the local CRM Champion, supported by the USI Data Integrity Team.

Key Performance Metrics:

• 4% SNN at target profit margins.
• 15% new business and <10% lost business.
• Leading to organic revenue and OpInc growth.
• Execution of USI’s best practices (Huddles, Sales Activation, Hiring).
  

Knowledge, Skills and Abilities:

• 5-8 years of successful sales experience in insurance brokerage, in a property and casualty leadership role.
• Must be a highly skilled individual and driven to motivate others to achieve sales goals.
• Ability to coach/mentor in concert with recruiting and hiring sales producers.
• Excited about and familiar with a cross-sell approach, selling coverage as opposed to price, and proactive sales management and tracking.

• Ability to win the confidence of other practice leaders and producers with technical ability, presentation style and sophistication.
• Undergraduate degree and insurance designations (i.e., CIC, ARM).

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