Hiring: Regional Sales Operations Leader Company: USI Insurance Services Location: Concord, CA Job Posted Time: 2026-09-16 17:52:45 Employment Type: Hybrid About the job Experience: •5+ years of experience in insurance brokerage, carrier, or a related field. Required Skills: •Manage the Sales Support team, including Sales and Marketing Specialists (SMS), Sales Enablement Specialists (SES), and RFP Specialists (RFP), ensuring appropriate staffing and alignment to metrics. •Oversee prospect strategy and assignment (U Match), making sure producers have the right volume and quality of opportunities by size, geography, and industry vertical. •Guide prospect engagement efforts, including contact strategy, events, Executive Series follow-up, and Centers of Influence support. •Monitor producer activity, effort, and first appointments; partner with Practice Leaders to address gaps and improve outcomes. •Partner cross-functionally with producers to resolve quality prospect and warming strategy issues. •Ensure consistent execution of Engagement Day and other sales activity best practices across offices. •Regularly review sales funnel metrics and sales tool utilization to identify gaps; work with leadership to implement improvements. •Partner with Practice Leaders on rollout and adoption of new sales tools and enhancements. Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!