EB Practice Leader

Job Details Locations NY - Uniondale Job

ID 29995

Description and Requirements 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