Commercial Lines Practice Leader

This role is a critical leader for HUB Southwest and key to the company’s ongoing success in sales, customer service, and marketing. The Commercial Lines Practice Leader reports directly to the Regional President and is a member of the Southwest Executive Leadership Team.

About the role

You will provide strategic oversight of product offerings, implementation, new business development, account retention, and the mentoring and development of the Commercial Lines staff. Direct reports include CL Service Leaders in NM and AZ, Claims Leader, and Surety Service Leader.

Responsibilities

• Provide leadership for new business and client service
• Develop a vision and growth plan to ensure profitability and expand capabilities in small, mid-market, and specialty/complex commercial lines
• Create positive synergy with Employee Benefits, Personal Lines, and RPW practices to encourage cross-selling
• Establish a positive culture that maximizes employee strengths and integrates all P&C team members across sales, account service, claims, risk management, and compliance
• Drive consistent, predictable, and profitable long-term client relationships while supporting prospective relationship development, including serving as Executive Sponsor for key accounts
• Work closely with the CMO to manage insurance carrier access, market relationship development, and maintain knowledge of carrier product and service differentiation
• Engage corporate resources to support departments such as sales and marketing, IT, accounting and finance, HR, and facilities
• Identify and support possible agency acquisitions with the regional executive team
• Develop and manage the department budget and expenses per corporate guidelines
• Influence and support the annual operating plan and initiatives
• Strategize with Sales Leaders and Operations Managers to retain business year over year by enhancing the Value Proposition, Stewardship process, and Account Management services
• Develop internal resources/experts to assist producers in closing business
• Support sales leadership and operations leaders in recruiting and hiring new producers and key Account Executives
• Exercise expense control to maximize revenues and net operating income in compliance with corporate guidelines
• Ensure continuous development of products and service offerings aligned with customer needs in targeted market segments
• Assist in developing sales and marketing strategies and communications to optimize HUB’s market position
• Champion the internal and external HUB brand and positioning in the marketplace
• Represent HUB positively and proactively in meetings, seminars, trade shows, networking events, and community boards/committees

Requirements

• At least 15 years of commercial lines insurance experience, with the majority within an agency, brokerage, or consulting firm
• Demonstrated track record as a Managing Producer, Client Service/Account Executive, or Team Leader in developing a consultative sales platform
• Specialty lines experience is a plus
• Hands-on management style with a focus on mentoring and direct staff management, as well as a desire to continue generating new business
• Ability to institute effective employee development procedures addressing training, processes, E&O avoidance, continuing education, recruiting, hiring, and disciplinary actions
• Understanding of how to distinguish insurance brokerages through customer service, technology, special product offerings, association marketing, client communication strategies, and alternative funding programs
• Willingness to partner with other business lines to maximize regional profitability
• Proven progressive sales track record in driving new business results
• Consultative, positive, and resourceful approach to dealing with prospects, clients, and associates
• Strong visibility within the local and national insurance communities
• Highly developed organization and time management skills
• Willingness to travel up to 50% across the region
• Excellent listening, written, and verbal communication skills
• Strong self-motivation and ability to lead and motivate others
• Influential and persuasive with the ability to partner across HUB and work well with segment and channel leaders
• Bachelor’s degree (4-year degree) required