Job Description
This role will be responsible for creating a business plan and executing initiatives which include: establishing key metrics, coaching/development, client retention, recruiting, and driving continuous profitable revenue.
Primary 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 our core processes and playbook to close new business
• Lead strategy sessions with resource teams and producers to prepare for prospective 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 P&C and Personal Lines team
• Assist in developing sales and marketing strategies along with communications to optimize NavSav position in the marketplace.
• Positively and proactively represent NavSav in meetings, seminars, trade shows, and networking events.
• Develop positive carrier relationships
• Drive utilization and keep current all 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 (Team development and sales goal attainment)
• Organic revenue growth (net of rate, exposure and acquisitions changes)
• Recruiting, hiring and development of team
Required Skills
• 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
💡 Quick Summary
Seeking a career-building opportunity? The Texas HUB Leader position is now open for candidates interested in the Operations Executive Jobs sector. This role in Houston offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
