Your Responsibilities
The Practice Leader leads client services activities for a multi-line of business segment by developing overall business strategy, implementing and coordinating marketing and sales activities, ensuring the achievement of targeted goals and processes modifications as needed.
- Fosters the strategic alliance with the insurance markets in business segment, providing critical insight and direction in the servicing of Clients and prospects
- Creates intellectual capital for the practice by developing and leveraging tools, strategic partnerships, and local resources
- Develops, maintains, and monitors a national business plan for grow.
- Creates an efficient infrastructure and professional team to support, keep, and growth the business.
- Collaborates with National Real Estate Practice for sharing of best practices, emerging risk and industry trends, and opportunities for shared services.
- Develops and implements account servicing and marketing strategies with current and potential Clients within specialty area
- Cultivates executive-level relationships with national vendor partners, including developing initiatives, resource maximization and conflict resolution
- Negotiates and helps close deals with largest and most complex deals with prospective Clients
- Collaborates with unit leaders to ensures the business is efficiently delivering products, processes, and services that best serve Clients and Prospects
- Participates in annual strategic planning alongside President and Chief Operating Officer
- Oversees practice deliverables and performance of other consultants
- Assists in the recruitment of leaders for each practice units
- Coaches mid-career staff
- Researches industry trends and governmental regulations
- Performs other responsibilities and duties as needed
Strategy & P&L
- Collaborates with the Practice Leader, producers, and other leaders to develop and implement a comprehensive short- and long-term strategy for the business group.
- Owns P&L for assigned group.
- Develops an annual business plan as part of the budget process and is accountable for achieving expected outcome.
People & Culture
- Drives recruiting for key unit positions – Directors, Team Leads, Account Execs – and assists in recruiting of other associates.
- Encourages a climate of continuous improvement – new products, new solutions, process innovation, different ways of doing things. Support CIT workstreams as exec sponsor.
- Embraces southeast series values. Consistently aligns organization to values to ensure culture flourishes.
Operations & Technology
- In alignment with Southeast Commercial Practice Leader vision, proactively identifies opportunities for process and efficiency improvement within respective geography/practice/segment.
- Responsible for scaling business unit through efficient org. design, processes, technology, and other innovative solutions.
- Work with Standards & Controls group to implement unit controls and adherence to standards. Creates culture of accountability.
- Strategic priorities developed and driving them to fruition through a quarterly SWOT analysis.
Clients & Prospects
- Oversite for strategic client relationships within business group.
- Client Executive level support for certain key clients (if required).
- Helps producers close largest and most complex deals with prospective clients.
- Assists producers and Directors in client retention efforts.
- Insurance Markets and Vendor Partnerships
- Maintain senior level 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.
- Owns MAP relationships.
Qualifications
Qualifications:
- Advanced knowledge of the different risk financing strategies and products available to clients.
- Working knowledge of property and casualty disciplines in construction multiple product lines.
- Current Property and Casualty Insurance License.
- Bachelor’s degree in business administration/finance or risk management.
- Strong understanding of Wrap-ups both OCIP and CCIP including placement and management
- Strong understanding of Builders Risk including placement and management
- Strong understanding of professional liability and pollution liability with respect to construction and real estate exposures.
- Strong verbal, presentation and interpersonal communication skills required.
- Strong relationships with insurance/carrier markets in assigned areas.
- Translate complex financial information and data to facilitate decision making and best meet the client’s strategic objectives.
- Understands industry trends and governmental regulations.
- Ability to Travel.
- Ability to complete continuing education requirements for licensing as required.
- Ability to attend company, department and team meetings as required, including industry training sessions.
- Ability to comply with all company policies and procedures, proactively protecting confidentiality of client and company information.
- Experience - Generally has 15+ years of industry experience and at least 5 years of leadership experience (10+ preferred).
