Select Practice Leader-MidWest
Alternate Locations:
MI - Southfield
Why USI?
Are you looking to join an innovative, industry-leading sales organization with a reputation for high success, strong earning potential and exceptional reward and recognition programs? Look no further than USI.
Founded in 1994 with a single office of $6.5 million of revenue and 40 associates, today, USI has grown to become one of the largest insurance brokerage and consulting firms in the world with nearly $2 billion in revenue and more than 7,000 associates in approximately 200 offices in the U.S. and abroad.
At USI, we take your success seriously, that's why we're proud to have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our sales professionals through a unique professional development platform-USI ONE®, along with one-of-a-kind reward and recognition programs designed to recognize sales excellence. What's more? Our leadership teams are committed to helping you win and retain business more effectively than anywhere else.
National and Local Sales Training and Support
What truly distinguishes USI as a leading insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers a unique set of enterprise solutions and resources to our clients and provides a process and path for the professional development and success of our sales professionals. USI ONE represents Omni, Network, Enterprise- the three key elements that create the USI ONE Advantage and set us apart from the competition.
To complement the tools and resources in our USI ONE® process, USI offers a full suite of industry training and sales support programs, including USI University, USI Fast Start, our proprietary content on demand platform, and our Future Leaders program - all led by award-winning experts.
Premier Sales Reward and Recognition
USI PEAK, our annual incentive program, is designed to reward and recognize USI's sales professionals for achieving superior results. We are proud to honor and celebrate the passion, drive, and work ethic of the talented individuals that build our great teams.
Nationally Ranked and Recognized as a Top Insurance Workplace
• 2nd largest privately held broker of U.S. business and the 9th largest insurance broker in the world, Business Insurance 2019 Agents and Brokers Rankings + Directory.
• 6th largest employee benefits broker ranked by global benefits revenue, Business Insurance 2019 Agents and Brokers Rankings + Directory.
• Ranked as one of Forbes Best Large Employers in America, 2018 & 2019.
• Recognized as one of Insurance Business America's Top Insurance Workplaces, 2018 & 2019.
• American Heart Association Workplace Health Achievement Index Gold-level recipient, 2018 & 2019.
General Description: Responsible for managing the operational activities of the Commercial Lines Small Business Department in order to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI's Best Practices, Core Values and Risk Management Quality Control standards.
Responsibilities:
Manage department staff including: hiring, training, career development, performance reviews and performance improvement plans.
Establish education and career paths for all Commercial Lines staff.
Review account retention with Account Managers and ensure adherence to retention goals; achieve agency retention goals regarding percentage of retained business through proactive measures.
Promote account rounding and cross-sell/referral opportunities.
Conduct effective performance reviews and aid in setting measurable goals.
Work with OpCo President and/or COO to ensure compliance with profit and growth objectives set by management.
Manage through USI Small Business initiatives and efficiencies -- examples include all possible business managed via carrier service centers, wholesaler consolidation and carrier download. Minimize "paper" received from carriers. Eliminate invoicing of direct bill business via accounting cash receipts basis process.
Adhere to USI Small Business Best Practices.
Act as liaison between Commercial staff and insurance company personnel, building and maintaining positive agency/company relationships.
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.
Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.
Maintain quality control of renewal expirations, avoid any lapse in coverage. Ensure team members are addressing renewals in a timely manner.
Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.
Identify, plan and resolve routine department coverage and workload issues. Take necessary action to resolve issues.
Perform periodic quality audits, when necessary.
Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented department culture.
Responsible for the management of employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.
Knowledge, Skills and Abilities:
10 years experience in Commercial Property & Casualty Insurance Agency along with comprehensive understanding of all Property & Casualty insurance coverages, underwriting and rating concepts.
High School Graduate. College degree preferred, but not required.
Prior managerial experience preferred. Ability to manage others effectively.
In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes.
Must hold state Property & Casualty insurance license or willing to obtain one within an agreed upon timeframe.
Hold an industry designation such as ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.
Ability to plan and instruct staff members on information appropriate to their job responsibilities
Ability to handle difficult behavior and conflict and bring to a timely resolution
Ability to creatively and proactively problem solve.
Ability to carry out complex tasks with many concrete and abstract variables.
Must be comfortable with internet based programs as well as knowledge of Microsoft office products. Knowledge of Sagitta/ImageRight preferred, but not required.
Ability to work in a fast paced environment with minimal instruction and a high degree of accuracy.
Sets priorities and manages work flow to ensure efficient, timely and accurate processing of transactions and other responsibilities.
Maintain a cordial and effective relationship with clients, co-workers, carriers, vendors and other business contacts. Ability to work in a team environment.
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.
Job ID:
21680
EOE including Disability/Veteran https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf