Property and Casualty Practice Leader - Concord, CA

About the Role

The Property & Casualty Practice Leader is a key part of the Leadership Team and is responsible for driving growth by leading a team of brokers/producers for the practice. This role will create a business plan and execute initiatives including coaching and development, client retention, recruiting, and driving continuous profitable revenue.

Responsibilities

• Coach and develop newly hired and seasoned producers/brokers, help close business
• Drive revenue and organic growth through client retention and new business development
• Partner with a dedicated local, in-house recruiting team to source, recruit, hire, and train producers/brokers to meet annual hiring targets
• Partner with the operations team to ensure the highest level of client satisfaction and retention
• Execute and lead core processes and playbook to close new business
• Lead strategy sessions with resource teams and producers to prepare for prospect and client meetings
• Attend prospect and client meetings with producers and resource teams
• Lead and execute effective sales sessions on a weekly basis for both new and established producers
• Create positive synergy within the local office practice to encourage two-way cross-selling with the EB 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
• Develop positive carrier relationships
• Drive utilization and maintain prospecting and relationship-building opportunities within the company’s Salesforce CRM

Key Performance Metrics

• Simple Net New (SNN): New business exceeds lost business
• Direct contribution margins (controllable within the practice)
• Organic revenue growth (net of rate, exposure, and acquisitions changes)
• Execution of USI Playbook
• Recruiting, hiring, and development of team

Requirements

• 5–10+ years of commercial insurance brokerage experience
• 3+ years of experience leading and coaching a team of sales professionals within a structured sales environment (preferred)
• Track record of successful individual P&C broker experience
• Deep knowledge and expertise in Property and Casualty
• Proven track record for meeting or exceeding revenue targets
• Consultative, positive, and resourceful approach to interacting with prospects, clients, and associates
• Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs
• An executive presence with polished and well-developed written and oral communication skills
• Undergraduate degree

Schedule

• Domestic travel to client sites typically within region (10%)

Benefits

• Comprehensive health, welfare, and financial benefits including medical, wellness, dental, and vision
• 401(k) retirement plan
• Flexible spending and health savings accounts
• Short- and long-term disability insurance
• Life insurance and other unique employer-sponsored and voluntary programs
• Generous paid time off policy
• Paid family leave benefit
• Paid holiday time

Pay

Salary for this position ranges from $225,000 to $300,000 per year, depending on experience. The final offer will be determined based on the candidate's qualifications, relevant experience, and demonstrated skills. This role is also bonus eligible.