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USI Insurance Services

USI Insurance Services

via LinkedIn

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Regional Operations Leader - Southeast

Charlotte, NC
full-time
Posted 11/19/2025
Verified Source
Key Skills:
Employee Benefits Insurance
Agency Management
Underwriting
Sales and Service Processes
Team Management
Client Relationship Management
Problem-Solving
Microsoft Office

Compensation

Salary Range

$90K - 130K a year

Responsibilities

Manage operational activities and team performance for the Emerson Rogers Region to achieve profitability and service standards.

Requirements

Requires 10 years of employee benefits insurance agency experience, prior managerial experience, and ability to obtain Life and Disability insurance license.

Full Description

Requirements Description and Requirements General Description: Manage the operational activities of the Emerson Rogers Region. Achieve profitability and ensure consistent service standards and professionalism as defined by our Best Practices and Core Values. Responsibilities • Accountable for management of operations team members. Includes performance management and approving timecards and expense reports. • Participate, as needed, in interviewing, hiring, training, and development of operations staff. • Lead departments in development and successful completion of individual and company goals. • Coordinate with ER Finance/Commissions the operational support of NCS/Comet. • Provide regular updates on operational performance. Take corrective action as necessary. • Work with Operating Company managers to identify areas of improvement, create efficiencies, and improve margins. • Manage staffing within our metrics and blueprint. • Work with the COO and Regional Leadership Team to prepare the revenue and expense budget. Monitor the budget to ensure it meets management’s profit and growth goals. • Manage operational integration of new acquisitions within the region. • Provide technical expertise in coordinating the inside service of new and existing clients. • Develop effective interdepartmental communication strategies. Foster team behavior and a sales-oriented department culture. • Promote the vision and operational direction in support of corporate goals and objectives. • Regularly review processes and data to encourage efficiencies and team member development. • Support the use and integration of Emerson Rogers technology within the daily processes of all resource groups. • Stay updated on industry and new product information, legislation, coverages, and technology. Knowledge, Skills And Abilities • 10 years of experience in an employee benefits Insurance Agency with a comprehensive understanding of all employee benefits insurance coverages, underwriting, and rating concepts. • High School Graduate or equivalent required. College degree preferred. • Prior managerial experience required. Ability to direct and monitor the activity of others. • Must hold or obtain a Life and Disability insurance license within an agreed timeframe. • In depth knowledge of agency management system functionality, workflow procedures, underwriting, sales, and service processes. • Sets priorities and manages workflow to ensure efficient, timely, and accurate transactions. • Ability to maintain relationships with clients, carriers, vendors, and other business contacts. • Ability to work in a team environment. • Exceptional communication and problem-solving skills. • Comfortable with internet-based programs and Microsoft Office products. USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

This job posting was last updated on 11/25/2025

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