Qureos Mentor

USI Insurance Services

<div><div><div><div><p>USI Insurance Services is hiring a Regional Surety Manager for our Midsouth Region!</p><p></p><p><br>
Candidates must reside in the Charlotte or Atlanta areas and must be available to visit the office at least three days each week.</p><p></p><p><b><br>
General Description:</b> Responsible for managing the operational activities of the Regional Commercial Lines Surety Department in order to achieve profitability and ensure consistent standards of sales, service and professionalism as defined by USI&rsquo;s Best Practices, Core Values and Risk Management Quality Control standards.</p><p></p><p><b><br>
Responsibilities include but are not limited to:</b></p><p>
Regional Leadership and Relationship Management:</p><p></p><ul><li>
Responsible for communicating the Regional Surety vision, projects and priorities with OpCo and Office Leaders (Practice Leaders, Commercial Lines Managers) and USI internal clients (PC Producers and Account Managers).</li><li>
Work with local office leaders to ensure coordination of sales and service support, assignment of service team, based on client exposures and segmentation</li><li>
Assist in managing carrier relationships through planning annual strategies, developing marketing campaigns, monitoring book and carrier consolidation, and providing assistance in the event of client complaints.</li></ul><p></p><p><br>
Managing Staff:</p><ul><li>
Responsible for the management of employees through performance reviews, performance improvement plans, setting priorities, developing work plans and schedules, handling department issues, recording time and attendance and approval of expense reports.</li><li>
Supervise and manage department personnel by assisting with client issues, providing back-up assistance for clients, monitoring behavior and absenteeism, implementing training when needed, hiring new staff when needed, and holding department meetings.</li><li>
Develop effective interdepartmental communication strategies. Foster team behavior and a service-oriented department culture.</li><li>
Work with teams and/or offices undergoing significant operational changes including acquisitions and staffing challenges.</li><li>
Review account retention with Account Managers and ensure adherence to retention goals; achieve agency retention goals regarding percentage of retained business through proactive measures.</li></ul><p></p><p><br>
Implementing &amp; Monitoring Operations Service Standards:</p><ul><li>
Produce and monitor various monthly reports to ensure all policies have been renewed in a timely manner, invoicing is completed in accordance with Best Practices, review team members open items, workloads and backlog.</li><li>
Take necessary action to resolve issues.</li><li>
Monitor adherence to service standards through Key Performance Indicator (KPI) reporting.</li><li>
Ensure team members are addressing renewals in a timely manner.</li><li>
Provide technical expertise in coordinating the inside service of new and existing clients through sales, account development, and problem solving in accordance with the objectives and procedures based on USI Core Values and Standards.</li><li>
Manage through USI Surety initiatives and efficiencies &ndash; examples include appropriate segmentation of Surety clients and bonds and use of technology (SurePath, Sagitta, ImageRight).</li></ul><p></p><p><b><br>
Knowledge, Skills and Abilities:</b></p><ul><li>
High School Graduate. College degree preferred, but not required.</li><li>
Effective leadership, communication, and organizational skills and the ability to direct and monitor the activities of others. Previous managerial experience is needed.</li><li>
In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales and service processes.</li><li>
Must be licensed as an insurance agent and must be willing to meet agency and state continuing education requirements.</li><li>
Hold an industry designation such as AFSB, ARM, CIC, CPCU or expected to further industry knowledge through courses with intent to pursue an industry designation.</li><li>
Ability to plan and instruct staff members on information appropriate to their job responsibilities</li><li>
Must be able to prioritize, organize, and keep workload current.</li><li>
Ability to handle difficult behavior and conflict and bring to a timely resolution</li><li>
Ability to creatively and proactively problem solve.</li><li>
Knowledge of Sagitta/ImageRight/SurePath preferred, but not required.</li><li>
Ability to work in a fast-paced environment with minimal instruction and a high degree of accuracy.</li><li>
Sets priorities and manages workflow to ensure efficient, timely and accurate processing of transactions and other responsibilities.</li><li>
Ability to work in a team environment.</li><li>
Keep informed regarding industry information, new product information, legislation, coverages and technology to continuously improve knowledge and performance.</li><li>
Interact with others effectively by utilizing good communication skills, cooperating purposefully and providing information and guidance, as needed, to achieve the business goals of the company.</li></ul><div><br>
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</div></div></div><div><div><div><div><b>Why USI?</b></div><div>
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.</div><div></div><div><b><br>
Unrivaled Resources and Support</b></div><div>
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage&reg;, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE&reg; represents Omni, Network, Enterprise&mdash;the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.</div><div></div><div><b><br>
Industry-Leading Programs, Rewards, and Recognition</b></div><div>
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.</div><div></div><div><b><br>
Deep Community Engagement</b></div><div>
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects &ndash; to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint &ndash; we&rsquo;re working together as ONE to build a better future.</div><div></div><div><b><br>
Committed to a Diverse, Equitable, and Inclusive Workplace</b></div><div>
Our award-winning I&rsquo;m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.</div><div></div><div><b><br>
Nationally Recognized as a Top Insurance Employer</b></div><div><ul><li>
Recognized as one of Insurance Business America&rsquo;s Top Insurance Employers for the seventh consecutive year (2018-2024).</li><li>
Named to Business Insurance&rsquo;s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).</li><li>
Named to Fortune&rsquo;s 2024 Best Workplaces in Financial Services &amp; Insurance list.</li><li>
Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.</li><li>
Recognized by Newsweek as one of America&rsquo;s Greatest Workplaces for Diversity in 2024</li></ul><div><p>
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!</p></div></div></div><br>
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</div></div><div><div><div><p><i>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</i><i>.</i></p></div></div></div></div></div>

Regional Surety Manager

<div><div><div><div><h2 class="jobSectionHeader"><b>The Role:</b></h2><p>
The Regional Personal Risk Select Practice Leader is a key leadership position responsible for building and sustaining a high-performing Personal Risk team. In this role, you will focus on strategic talent acquisition, comprehensive onboarding, and impactful training initiatives to ensure new team members are fully prepared to deliver exceptional Personal Risk Services.</p><p><b>
What You'll Do:</b></p><ul><li>
Partner with the internal recruiting team to source, screen, hire, and onboard new producers and brokers.</li><li>
Learn and lead USI&rsquo;s proprietary One Advantage Platform, including:<ul><li>
Omni: Proprietary, real-time, interactive intranet-based client solutions.</li><li>
Network: Vast, experienced local resources networked nationally.</li><li>
Enterprise: Combining Omni solutions with the Network for comprehensive results.</li></ul></li><li>
Provide leadership and coaching to Personal Risk producers and staff to generate revenue and meet sales goals.</li><li>
Drive behaviors to ensure Personal Risk producers are working to meet revenue growth targets, including prospecting, generating first appointments, and closing new business opportunities.</li><li>
Partner with the marketing team to place new Personal Risk insurance and manage relationships with carrier partners.</li><li>
Foster collaboration across practices to enhance cross-selling opportunities.</li><li>
Run huddle meetings to prepare for new business appointments.</li><li>
Accompany producers on new business appointments.</li><li>
Work with the CRM team to support prospecting efforts and ensure producers maintain strong pipelines with high-quality leads.</li><li>
Cultivate and maintain positive relationships with insurance carriers.</li></ul><p><b>
Key Performance Metrics:</b></p><ul><li>
Simple Net New (SNN): New business exceeds lost business.</li><li>
Direct contribution margins (controllable within the practice).</li><li>
Organic revenue growth.</li><li>
Execution of USI One Advantage.</li><li>
Recruiting, hiring, and promotion of team to PRS Producer role.</li><li>
Execution of best practices (Huddles, Sales Activation, Hiring).</li></ul><p><b>
What We're Looking For:</b></p><ul><li>
5-8 years of Personal Risk or high-net-worth personal lines brokerage sales experience.</li><li>
Prior leadership experience preferred.</li><li>
Bachelor&rsquo;s degree preferred. Appropriate insurance licensing required.</li><li>
Insurance designations such as CPRIA, CISR, CIC, or similar highly preferred.</li><li>
Proven track record for meeting or exceeding performance targets.</li><li>
Motivational and collaborative leadership style with a passion to help others achieve sales goals.</li><li>
Consultative, solutions-based selling approach.</li><li>
Executive presence with polished and well-developed written and oral communication skills.</li><li>
Familiarity with cross-selling strategies and proactive sales management.</li><li>
Ability to sell value through coverage and services rather than price.</li></ul><div></div><div><b><br>
#LI-LR1</b></div>
</div></div><div><div><div><p><i>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.</i></p></div></div></div></div></div>

Personal Risk Select Practice Leader

Join USI Insurance Services and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

USI Insurance Services

ABOUT_COMPANY

Regional Surety Manager

Personal Risk Select Practice Leader