Employee Benefits Practice Leader jobs in United States
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USI Insurance Services · 10 hours ago

Employee Benefits Practice Leader

USI Insurance Services is a leading provider of employee benefits solutions, and they are seeking a Practice Leader to drive revenue growth within their operations. The Practice Leader will oversee local operations, train new producers, and develop sales strategies while ensuring high levels of client retention and satisfaction.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities

Responsibilities

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
Oversee local operations supervisor and staff
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
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 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)

Qualification

Employee BenefitsSales Strategy DevelopmentPipeline ManagementConsultative ApproachOrganizational SkillsExecutive PresenceCommunication SkillsSelf MotivationGoal Orientation

Required

Strong understanding of Employee Benefits
A consultative, positive and resourceful approach to dealing with prospect, clients and associates
Strong visibility within the HR and benefits community
Highly developed organization and time management skills
Excellent listening skills
Strong written and verbal communications
Strong degree of self motivation
Goal orientated
High activity levels
Ability to deal with senior level management and have a top level executive presence

Benefits

Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
Paid time off policy
Paid family leave benefit
Paid holiday time

Company

USI Insurance Services

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USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Funding

Current Stage
Late Stage
Total Funding
$1B
Key Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired

Leadership Team

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Stew Gibson
Senior Vice President and Chief Information Officer
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Dave Petno
Vice President, Employee Benefits Consultant
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Company data provided by crunchbase