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Employee Benefits Practice Leader

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Position Title: Employee Benefits Practice Leader

Department: Employee Benefits

Reports to: Regional EB Practice Leader


General Description: Responsible for driving continuous revenue growth for their specific operation. This person will be a part of the Employee Benefits Practice reporting directly to the Regional EB Practice Leader.



  • Assist with the Execution and leading the USI Core processes of Get, Prep, Close and Keep as directed by Practice Leader.
  • Ensure producers are aware of and adhere to the USI Graphic Standards with prospecting and client facing material.
  • Responsible for going on 1st appointments, participating in huddle processes and assisting with closing business.
  • Responsible for the ownership of pipeline management and at-risk accounts driving producer behavior utilizing the USI Omni, Risk Assessments, keep huddles, triage calls and peer reviews.
  • Focus on supporting the regional recruiting team in efforts to source, screen, hire and on board new producers who are capable of driving new revenues that exceeds $300k per year on an annualized basis.
  • Assist with training of new producers on the USI ONE Advantage and messaging issues/USI Solutions, work product, the financial impact and sample case studies specific to each prospect using such tools as the OMNI and the 4x4 ales execution.
  • Participate as attendee and/or facilitator USI University sessions and Fast Start.
  • 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.
  • Drive consistent and predictable long term profitable new client relationships.
  • Assist Practice Leader 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.
  • Assist Practice Leader with execution of best practices (Huddles, Sales Activation, Hiring)


Knowledge, Skills and Abilities:

  • Strong understanding of Employee Benefits.
  • 7-10 years of experience in insurance brokerage, carrier, or related business to business sales experience.
  • Experience leading and/or mentoring new producers.
  • 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 with strong customer focus.
  • Strong degree of self motivation.
  • Ability to deal with senior level management and have a top level executive presence.
  • Must be personable and highly motivated to grow personal success.
  • Superior written and verbal communication and presentation skills.
  • Excellent organizational and follow-up skills.
  • College degree and current insurance licensing are preferred.
Job ID: 1105
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