National Practice Leader, Real Estate | Property & Casualty

Essential Functions and Primary Duties

• Understand local market competitors, including products and services offered by competitors and, where different from local unit.
• Develop and execute a plan and process for developing new business
• Retain existing client base with a target of over 90% retention and expand business with existing clients
• Ensure proper utilization of agency management system (currently CBIZ Solutions)
• Influence cross-serving as a culture for the local unit and overall organization
• Manage process that measures the utilization of staff, and the efficiency and profitability of each product and service delivered on client engagement.
• Influence best practices within the local market
• Anticipate problems, creatively assess alternatives and manage conflicts
• Develop, support, train and motivate staff
• Increase the overall productivity of the branch by implementing relevant training, budgeting, eliminating inefficiencies and capturing growth opportunities
• Identify, evaluate and manage strategic risks and opportunities
• Ensure compliance with company and industry policies and procedures
• Develop and oversee sales and marketing strategies
• Additional responsibilities as assigned
• Achieve local market sales objectives
• Document and measure sales results with SalesForce.com
• Ensure proper recordkeeping and tracking within SalesForce.com
• Producer recruiting and identification of tuck-ins,
• Field coaching for sales consultants
• Providing performance feedback regularly to Sales Leader
• Establish schedule and lead sales meetings
• Develop and monitor sales team through sales pipeline management
• Strategically and effectively manage vendor relationships
• Additional responsibilities as assigned

Minimum Qualifications

• Bachelor’s degree in Business, Finance, Management or related field. MBA strongly preferred
• At least 7 years of multi-location operations management experience
• Must maintain current required licenses and certifications relevant to field of expertise
• Advanced communication, sales and presentation skills
• Proven track record of meeting sales targets
• Strong analytical skills
• Advanced interpersonal and leadership skills
• Results driven and customer focused

Please submit all resumes to Adrian at adavis@ucgstaffing.com