Insurance Agency Unit Leader

Unit Leader

The Unit Leader collaborates with division, growth, and practice leadership to drive profitable growth in alignment with the Company's strategic vision. This role involves ensuring Unit performance expectations are met through regular communication with the leadership team and stakeholders, supporting growth and retention planning, and promoting team sales strategies. The Unit Leader partners with Division Leaders, Finance, Practice Leaders, Placement and Service Leadership to achieve favorable financial results, focusing on profitability, cash flow, reporting, and controls. They drive accountability and implement Company processes for variance reporting, pipeline management, timely month-end billing, accounts receivable / collections, and expense management while also being accountable for budget creation. The Unit Leader is responsible for clear and continuous communication of the Company's vision and strategies, hosting at least quarterly or monthly Town Hall meetings, and preparing and providing requested updates on financial results, new business wins, client retention, and revenue variances, as well as other relevant topics. Additionally, the Unit Leader develops and implements sales and client retention meetings (in accordance with any Company-outlined processes then in effect), individual Client Advisor and Service Leader review cadences, and is responsible for recruiting top talent to support the overall growth and success of the Unit.

Specific Responsibilities Include :

Profitable Growth :

• Works closely with the Leadership team and key stakeholders to ensure delivery of performance expectations
• Supports Division Leaders, Division Growth Manager, & Division Service Leaders in growth planning
• Drives accountability for growth plan results & review cadence
• Coordinates and leads quarterly (or semi-annual, as appropriate), pre-renewal "huddle" meetings with all major stakeholders on substantive renewals and follows up with monthly check-in meetings
• Promotes placement strategies and provides ongoing support
• Promotes team sales maximizing cross sell opportunities
• Drives specialization and promotes Company resource utilization
• Gains in depth understanding of the objectives of each Practice
• Drives accountability of segmentation and scope of services
• Supports capacity planning tools
• Ensures client & carrier deliverables are in accordance with Company professional standards
• Direct involvement in Middle Market & Large client relationships

Revenue / Expense Management :

Colleague Development :

Communication :

Personal Growth Metrics :