Practice Leader, Phoenix

Employee Benefits Practice Leader, Phoenix

Apply for the Employee Benefits Practice Leader, Phoenix role at USI Insurance Services.

The Practice Leader is responsible for driving continuous revenue growth for their specific operation. The Practice Leader will be a key part of the Operations Executive Leadership Team, reporting directly to the Regional CEO with a dotted line to the National Practice Leader.

• Execute and lead the USI Core processes of Get, Prep, Close, and Keep.
• Accountable for the line of sight of 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.
• Oversee the local operations supervisor and staff.
• Train all new producers on the USI ONE Advantage, messaging issues/USI Solutions, the financial impact, and sample case studies specific to each prospect using such tools as the OMNI and the 4x4 sales execution.
• Lead and execute effective Engagement Platform sessions on a weekly basis for both new and established producers.
• Create positive synergy within practice to encourage two-way cross-selling.
• Work with Operations Manager to enhance Value Proposition, Stewardship process, and Account Management services.
• Assist OpCo President & RCEO’s in finding and recruiting Acquisition candidates.
• Drive consistent and predictable long‑term profitable new client relationships.
• Responsible for the distribution of suspects and prospects to producers by working with both the local Sales and Marketing Specialist, supported by the USI Data Integrity Team.
• 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.
• Drive utilization and keep current all prospecting and relationship-building opportunities within the company’s sales force automation system (U Engage).

• 4% SNN at 46% Margins
• 15% new business and 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 understanding of Employee Benefits
• A consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
• Strong visibility within the HR and benefits community
• Highly developed organization and time management skills
• Strong written and verbal communications
• Strong degree of self‑motivation
• Goal‑oriented
• High activity levels
• Ability to deal with senior level management and have a top‑level executive presence

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.

Compensation Range: $250,000 – $275,000

Mid‑Senior level

Full‑time

Sales, Management, and Business Development

Insurance;
Insurance and Employee Benefit Funds;
Insurance Agencies and Brokerages