Customer Success Jobs at USI Insurance Services with Visa Sponsorship

INTRODUCTION

The Property & Casualty Practice Leader is a key part of the Leadership Team and is responsible for driving growth by leading a team of producers for the Coral Gables P&C practice. This role will be responsible for creating a business plan and executing on initiatives to include: coaching/development, client retention, recruiting, and driving continuous profitable revenue.

PRIMARY RESPONSIBILITIES:

• Coach and develop newly hired and seasoned producers/brokers, and help close business
• Drive revenue and organic growth through client retention and new business development
• Partner with a dedicated local, in-house recruiting team to source, recruit, hire, and train producers/brokers to meet annual hiring targets
• Partner with the operations team to ensure the highest level of client satisfaction and retention
• Execute and lead our core processes and playbook to close new business
• Lead strategy sessions with resource teams and producers to prepare for prospect and client meetings
• Attend prospect and client meetings with producers and resource teams
• Lead and execute effective sales sessions on a weekly basis for both new and established producers
• Create positive synergy within the local office practice to encourage two-way cross-selling with the EB 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
• Develop positive carrier relationships
• Drive utilization and keep current all prospecting and relationship-building opportunities within the company’s Salesforce CRM

KEY PERFORMANCE METRICS:

• Simple Net New (SNN): New business exceeds lost business
• Direct contribution margins (controllable within the practice)
• Organic revenue growth (net of rate, exposure and acquisitions changes)
• Execution of USI Playbook
• Recruiting, hiring and development of team

REQUIRED SKILLS:

• 5 -10 + years of commercial insurance brokerage experience
• 3 + years of experience leading and coaching a team of sales professionals within a structured sales environment (preferred)
• Track record of successful individual P&C broker experience
• Deep knowledge and expertise in Property and Casualty
• Proven track record for meeting or exceeding revenue targets
• Consultative, positive and resourceful approach to interacting with prospects, clients and associates
• Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs
• An executive presence with polished and well developed written and oral communication skills
• Undergraduate degree

TRAVEL REQUIREMENTS:

• Domestic travel to client sites typically within region (10%)

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.