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EB Regional Select Practice Leader - Concord

EB Regional Select Practice Leader - Concord

USI Insurance ServicesConcord, CA
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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.

    • LI-SL1

    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. Salary Range $160,000-$180,000 DOE

    Salary Range $160,000-$180,000 (depending on experience)

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    Regional Leader • Concord, CA