Southwest Regional Surety Practice Leader

General Description

The Regional Practice Leader is responsible for driving continuous revenue growth for their specific region. The Regional Practice Leader will be a key part of the Operations Executive Leadership Team reporting directly to the Regional CEO with a dotted line reporting relationship to the National Property and Casualty Practice Leader in executing tactical P&C strategies.

• Responsible for the management of all local PC Practice Leaders and the Regional Technical Resources Leader.
• Drive regional new business, retention and Producer success.
• Responsible for recruiting and hiring new producers through local P&C Practice Leadership and being actively engaged with driving their success working closely with the Regional CEO.
• Conduct monthly 1-1 meetings with sales leaders to review activity, pipeline, results and process execution.
• Develop action plans to address the most urgent opportunities and challenges for the P&C Practice Leaders.
• Lead monthly regional new business and retention efforts to drive new ideas and specific actions to close opportunities.
• Coordinate and engage National and Regional resources when needed.
• Participate in USI University as a coach and facilitator.
• Assist with the development of new OMNI solutions.
• 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.
• 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 ales execution.
• Participate in and execute effective Engagement Platform along with local PC Practice Leader sessions on a weekly basis for both new and established producers.
• Create positive synergy within practice to encourage two way cross-selling.
• Drive consistent and predictable long term profitable new client relationships.
• 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.

• 4% SNN
• 15% new business
• Leading to Organic Revenue and OpInc Growth
• Execution of best practices (Huddles, Sales Activation, Hiring)

• Expense Ratio of 2.5%
• Full Time Manager can cover 10+ producers and $10mm+ revenue

• Strong technical understanding of the Property and Casualty and risk management business.
• 15+ years in the insurance industry including extensive experience operating in the insurance brokerage business.
• Demonstrated sales leadership ability and experience with ability to build trust and work in a collaborative environment.
• A deep understanding of the entire sales and client service process.
• Proven track record for meeting or exceeding revenue targets.
• A consultative, positive and resourceful approach to dealing with prospect, clients and associates
• Strong visibility within the Property and Casualty community.
• Highly developed organization and time management skills
• Excellent listening skills
• Strong written and verbal communications
• Strong degree of self motivation
• Goal orientated

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.