Practice Leader

4 weeks ago

Austin, United States USI Holdings Corporation Full time
General Description: 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.

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).

Key Performance Metrics:
  • 4% SNN at 46% Margins
  • 15% new business and < 10% lost business
  • Leading to Organic Revenue and OpInc Growth
  • Execution of best practices (Huddles, Sales Activation, Hiring)

Practice Leader Metrics:

• Expense Ratio of 2.5%

• Full Time Manager can cover 10+ producers and $10mm+ revenue

• Player coach model in small offices

Knowledge, Skills and Abilities:

• 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
#LI-TM1

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.

Job ID:

28127

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