EB Practice Leader

Description and Requirements

The Employee Benefits Practice Leader will be responsible for continuous organic revenue growth by leading existing and attracting new Employee Benefits Producers. They will manage a team of Producers focused on capturing new business. This position is managing only and does not have an individual sales quota, with a focus on helping the Producers drive continuous revenue growth. Practice Leaders must have strong sales coaching and mentoring skills and extensive depth of Employee Benefits Brokerage experience.

This is a hands‑on, tactical role supporting a team‑oriented sales process, which includes going out on appointments with Producers.

• Learn then lead USI’s proprietary One Advantage Platform, which includes:
  • 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
• Drive profitable organic revenue growth through client retention and new business
• Partner with local in‑house recruiting team to source, recruit, hire and train producers/brokers
• Partner with operations team to ensure the highest level of client solutions and satisfaction
• Create positive collaboration to drive a robust cross‑sell process
• Run huddle meetings to (1) prepare for new business appointments and (2) keep existing clients
• Join producers on new business appointments
• Ensure producers maintain robust pipelines with quality prospects
• Develop positive carrier relationships

• Simple Net New (SNN):
  New business exceeds lost business
• Direct contribution margins (controllable within the practice)
• Organic revenue growth
• Execution of USI One Advantage
• Recruiting, hiring and development of team

• 5‑10+ years of Employee Benefits brokerage experience
• 3+ years of sales leadership
• Track record of successful individual EB broker sales
• Deep knowledge and expertise of Employee Benefits
• Strong visibility within the HR and benefits community
• Proven track record for meeting or exceeding performance targets
• Consultative, solutions‑based selling approach
• Executive presence with polished and well‑developed written and oral communication skills
• Collaborative, passionate, high integrity
• Undergraduate degree

Some domestic travel required.

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.