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USI Insurance Services Commercial Lines - Regional Operations Project Manager in Houston, Texas

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad - and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

· Insurance Business America’s Top Insurance Workplaces, three years in a row (2018-2020).

· Business Insurance’s 2020 list of Best Places to Work in Insurance.

· Forbes Best Large Employers in America (2018-2019).Ranked as one of Forbes Best Large Employers in America (2018-2019).

GeneralDescription: Responsible for managing assigned operational activities of the Region in order to achieve profitability and ensure consistency of standards of service and professionalism as defined by USI’s Best Practices, Core Values and Risk Management Quality Control standards.


  • Work with Regional CL Operations Director toidentify areas of capacity/book balancing opportunities

  • Work with Regional CL Operations Director and CLOffice Leaders to ensure CL 3X5 priorities are implemented

  • Monitor adherence to service standards throughKey Performance Indicator (KPI) reporting

  • Work with CL offices to achieve 80% or betterfor all KPI deliverables

  • Work with CL offices to achieve 80% utilizationof Patra for certificate issuance

  • Work with CL offices to utilize Patra policychecking on an ongoing basis

  • Work with CL offices to implement utilization ofSagitta proposals

  • Provide Region CL Operations Director regularupdates on operational performance, take corrective action as necessary

  • Work with offices identifying areas ofimprovement & create efficiencies

  • Responsibilities include,but not limited to attend monthly calls; work with acquired office onimplementation of all items outlined on the acquisition worksheet; attendconversion calls; identify all post conversion work needed and coordinate withnational staff on cleanup

  • Identify and coordinate new training and/orrefresher training needed for CL staff

  • Work with Regional Ops Director on variousSagitta/ImageRight projects – examples include Client/Pol Multi cleanup, staffcoding changes, Sagitta data cleanup

  • Produce and monitor various monthly reports toensure all policies have been renewed in a timely manner, invoicing is completedin accordance with Best Practices, review team members open items, workloadsand backlog

  • Attend regularly scheduled Commercial LinesOperations Leaders calls and meetings Manage operational integration of newacquisitions within the Region.

  • All other projects assigned by the Regional CLOperations Director

Knowledge,Skills and Abilities:

  • 5+ years experience in Commercial Property &Casualty Insurance Agency along with comprehensive understanding of allProperty & Casualty insurance coverages.

  • College degree preferred, but not required.

  • In depth knowledge of agency management systemfunctionality, workflow procedures, underwriting, sales and service processes.

  • Must hold state Property & Casualtyinsurance license or willing to obtain one within an agreed upon timeframe.

  • Ability to plan and instruct staff members oninformation appropriate to their job responsibilities.

  • Ability to creatively and proactively problemsolve.

  • Knowledge of Sagitta/ImageRight preferred,but not required.

  • Ability to work in a fast paced environment withminimal instruction and a high degree of accuracy.

  • Sets priorities and manages work flow to ensureefficient, timely and accurate processing of transactions and otherresponsibilities.

  • Ability to work in a team environment.

  • Interact with others effectively by utilizinggood communication skills, cooperating purposefully and providing informationand guidance, as needed, to achieve the business goals of the company.

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.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

EOE including Disability/Veteran https://www.dol.gov/sites/dolgov/files/ofccp/regs/compliance/posters/pdf/eeopost.pdf