Wholesale Broker Sales Leader - Professional

G ene r a l De s c ri p t i on : D e t e r m i n e whet h er pros p ec t i v e clie n t a c c o un ts can be p l a c ed within e x isti n g b r o k e ra g e m ark e t carr i er p art n ers. I d enti f y and arra n g e f o r ap p r o p ri a t e i n su r a n ce c o v era g e th r o ug h acc e ssi b le br o k e ra g e and p r o g ram m ark e t s . P r o v i d e m a n a g e m e n t a n d o v e rsi gh t f o r I n t e r n al Br o k e r S p ecialists and/or existing brokers in assigned Line of Business. Cultivate trading relationships with USI offices placing wholesale business that aligns with the assigned Line of Business. Manage P&L to established key metrics and grow business within management expectations.

Resp on s i bi li t i e s:

• Acc o un tab l e f o r fu l l-c y c l e r ecrui t m ent, m a n a g e m ent, a n d de v e l o pm ent o f a s si gn ed t e a m . I n cl ud es p r ov i d i n g lea d ersh i p and g u i d a n ce, trai n i ng , and per f o r m a n ce m a n a g e m e n t.
• Responsible for performance of Internal Brokers and/or existing commissioned brokers in assigned vertical.
• Work with leadership to strategically engage key USI offices with wholesale business opportunities that align with assigned vertical.
• Manage assigned P&L with a focus on Simple Net New growth and proper cost controls to achieve proper profit margins.
• Market, quote, and bind new and renewal business directed to internal wholesale brokerage team.
• Identify the appropriate market, price, coverage, terms, and conditions for internal clients.
• Identify the need, order, and evaluate additional risk assessment information.
• Evaluate quotes and contract provisions offered by insurance markets. Present pricing and terms.
• Take policy to completion with recommending and binding coverage, invoicing, and policy issuance.
• Develop and maintain relationships with internal resources and existing insurance carriers.
• Build relationships with new insurance carriers, while also assisting to expand product offerings with current market partners.
• Accountable for ensuring a high degree of accuracy in agency management systems.
• Engage in professional development and relevant industry training, if needed.
• Maintain necessary licenses to underwrite business.
• Keep informed about industry information, technology, and trends.

Kno wl ed g e , S k i l l s a n d A bi l i t i e s :

• 5-7 years of Property & Casualty brokerage or underwriting experience.
• College degree preferred.
• Ability to manage a team effectively.
• Broad and deep knowledge of insurance industry market and appetite.
• Working knowledge of Microsoft Office suite of products.
• Ability to meet established performance and revenue targets.
• Ability to provide market intelligence, consultation, and client-specific assistance to inside sales associates.
• Willingness to travel 33%-50% of the time in accordance with business development duties.

P h y s ic a l Dema n d s

W o rk is p er f o r m ed in a cl i m a t e -c o n t r o lled o ff i ce en v i r o nm ent with m i n i m al n o i s e a n d li m i t e d t o n o e x p o su r e t o c h e m i cals o r t o xi n s. E m p l o y e es o p era t e o ff i ce e qu i pm ent incl ud i n g t e le ph o n e - h ead s e t , c o m pu t e r, c o m pu t e r mo n i t o rs, k ey b o ar d , m o u se, c o p i er, scan n e r , a n d m ail m ac h i n e. P h y s i cal t a sks o f j o b inc lud e walki ng , si t ti ng , s t a nd i n g, a n d ben d i ng .

An a ly s i s o f Ph y s i c a l Dem a nd s:

• C o n stant l y ( o v er 6 6 % o f t i m e) w o rk p erf o r m ed req u i res e m p l o y e es t o u s e re p e t iti v e h a n d m o t i o n s such as t y p i ng , usi n g a k eyb o ar d , and si t ti n g at a des k .

• F r eq u ently (3 4% - 6 6 % o f t i m e) w o rk p erf o r m ed req u i res e m p l o y e es t o ha nd le a n d gr a sp th ing s, w alk o n n o r m al su r faces, s t a n d, a n d ben d .

• Occas i o n al l y ( 1% - 3 3 % o f t i m e) w o rk p erf o r m ed req u i res e m p l o y e es t o dr i v e to c lient ap p o i n t m e n ts, h a v e r epetit i v e f o o t mo v e m ent s , w a l k o n u n e v en o r s li pp ery surf a c es t o and f r o m w o r k a n d o ccas i o n al l y r e ach o u t ward t o gr a b t h i ng s and ben d .

• Rarely (< than 1 h o u r per w e e k) w o rk p erf o r m ed r e qu i res lifti ng/ carryi n g i te m s t h at ra ng e f r o m 1 0 -

50 l b s, p u sh ing / pu lli n g it em s t h at ra ng e fr o m 1 0 - 5 0 l b s, t wistin g / tur n i n g inc lud i n g r e ac h i n g o v er shoul d er o r a b o v e h ead, kneeli n g o r sq u atti ng .

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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 .