1. Strategy & P&L
- Responsible for single unit service team in a series geography, industry, or product segment.
- Collaborates with the Director, producers, and other leaders to develop and implement a comprehensive short- and long-term strategy for the business group.
- Supports Director in development of an annual business plan as part of the budget process and is accountable for achieving expected outcome for assigned unit.
- Drives a team that focuses on deep client relationships, where our intimate understanding of business needs creates a partnership with clients that makes their businesses better.
2. People & Culture
- Drives recruiting for key unit positions Team Leads, Account Execs, Account Managers, and Account Analysts.
- Responsible for talent development and career pathing of all associates within unit. Supports Series Training & Development efforts by providing daily mentorship and hands-on training where needed.
- Maintains monthly one on one meetings with all associates within unit.
- Embraces southeast series values. Consistently aligns organization to values to ensure culture flourishes.
3.Operations & Technology
- Drives adherence to established process and procedure within unit. Using available control reporting as a diagnostic for evaluating, attacking at the root of lack of adherence and close the gap.
- Has strong management system for leaning in and understanding daily unit workflow, challenges, and roadblocks to be removed.
Ensures ongoing operational efficiency.
- Suggests opportunities for process improvement based on consistent adherence to process walking associates within unit.
- Primary engagement point for service teamwork assignments. Effectively manages workloads to balance capacity and align key clients with needed expertise within unit.
4.Clients & Prospects
- Handles 30% of traditional Account Executive client workload.
- Engages in non-AE assigned client meetings in leadership support capacity.
- Helps producers close largest and most complex deals with prospective clients.
- Assists producers and Directors in client retention efforts. Manages the at-risk process for unit.
5.Insurance Markets and Vendor Partnerships
- Maintain local and region leader relationship in the marketplace with our top trading and wholesale partners.
- Effectively escalates transaction support needs to carrier and wholesale leaders, to effect positive outcomes for clients.
Keeps Director apprised of all market escalations.
Manages MAP partnerships in collaboration with Director.
Qualification - Generally has 10+ years of industry experience and at least 3 years of leadership experience (5+ preferred).
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