Property & Casualty Practice Leader - San Antonio, TX jobs in United States
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USI Insurance Services · 7 hours ago

Property & Casualty Practice Leader - San Antonio, TX

USI Insurance Services is seeking a Property & Casualty Practice Leader who will be a key part of the Leadership Team. This role involves driving growth by leading a team of brokers/producers, creating business plans, and executing initiatives focused on coaching, client retention, and revenue generation.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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Growth Opportunities
Hiring Manager
Sandra Contreras
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Responsibilities

Coach and develop newly hired and seasoned producers/brokers, 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

Qualification

Commercial insurance brokeragePropertyCasualty expertiseTeam leadership experienceSales strategy developmentClient relationship managementCoachingDevelopmentWritten communication skillsOral communication skills

Required

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

Benefits

Medical
Wellness
Dental
Vision
401(k)
Flexible spending
Health savings accounts
Short and long-term disability
Life insurance
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