Texas Hub Leader (Regional Leader)

Primary Responsibilities
Leadership and Financial Performance

Own the full Hub P&L, including revenue, budget, expenses, and contribution margin

Develop and execute the annual Hub business plan, including new business, retention, revenue, margin, and hiring targets

Lead all Hub associates across Personal Lines and Commercial Lines sales and service

Build a performance-oriented culture with clear goals, pipeline discipline, coaching, accountability, and performance management

Make timely talent and performance decisions, coordinating with the applicable functional organization for matrixed roles

Develop bench strength and succession plans for key producer, service, and leadership roles

Ensure E&O best practices and compliance standards are followed across the Hub

Lead through organizational change and drive consistent sales and operating disciplines across the Hub

Producer Development and Sales Leadership

Coach and develop newly hired and seasoned Commercial Lines and Personal Lines producers/brokers and help close business

Drive revenue and organic growth through new business development and client retention

Set clear expectations for producer performance and hold producers accountable for results, partnering with the Commercial Lines organization for Commercial Lines producers

Lead weekly sales sessions for new and established producers

Lead strategy sessions with producers and resource teams to prepare for prospect and client meetings

Attend prospect and client meetings with producers and resource teams

Execute and lead NavSav's core sales processes and playbook

Own the accuracy and discipline of the Hub's sales pipeline and forecasting in Salesforce CRM

Recruiting and Talent Development

Partner with the recruiting team to source, recruit, hire, and develop Commercial Lines and Personal Lines producers to meet annual hiring targets

Maintain an active pipeline of high-quality producer candidates

Manage producer ramp-up and validation against defined milestones

Build the producer bench required to support sustained organic growth

Client Retention and Service

Lead Personal Lines and Commercial Lines service associates to deliver strong client service, retention, and operating performance, partnering with the applicable Commercial Lines and Personal Lines functional organizations on standards, processes, and capability development

Drive policy and premium retention across the Hub's books of business

Work across sales and service teams to identify and address client retention risks

Ensure transition and retention plans are in place for producer departures, retirements, leaves, and book transfers

Market and Carrier Leadership

Build and maintain senior relationships with key commercial and personal lines carrier partners and use them to improve market access, placement capabilities, and growth

Drive two-way cross-selling between Commercial Lines, Personal Lines, Life, Health, Employee Benefits, and other NavSav practices

Help develop sales and marketing strategies and communications to strengthen NavSav's position across the Hub's markets

Represent NavSav in meetings, seminars, trade shows, industry events, and networking opportunities

Key Performance Metrics

New business: new business revenue against annual targets

Policy (PIF) retention: performance against annual targets

Premium retention: performance against annual targets

Organic revenue growth: measured under NavSav's standard methodology, excluding acquisition growth

Hub contribution margin: performance against annual targets under NavSav's standard financial methodology

Producer productivity: performance against established productivity and validation standards

Producer recruiting and development: hiring, ramp-up, validation, and retention against annual targets

Sales pipeline and forecasting: pipeline quality, discipline, and forecast accuracy

Qualifications
Required

15+ years of P&C insurance brokerage experience, including significant commercial lines experience

Successful track record as an individual commercial P&C broker, including winning and retaining complex middle-market accounts

8+ years of successful leadership of insurance producers in a performance-driven sales organization, preferably across multiple offices or a region

Experience leading both producer and service organizations with accountability for growth, retention, talent, and operating performance

Demonstrated understanding of Personal Lines products, carrier markets, service models, and economics

Proven track record recruiting high-quality P&C producers and ramping new hires to productivity

Demonstrated accountability for new business, retention, revenue growth, producer productivity, profitability, and P&L performance

Experience leading through change and establishing consistent sales and operating disciplines across teams, offices, or acquired businesses

Experience leading in a matrixed organization

Deep commercial P&C knowledge and strong relationships within the commercial and personal lines carrier marketplace

Strong command of pipeline management, forecasting, sales process, and CRM discipline

Active Texas General Lines (Property and Casualty) license

Active Texas General Lines (Life, Accident, and Health) license, or ability to obtain within a defined period after hire

Ability to obtain required nonresident licenses in other Hub states

Proven ability to build relationships and collaborate across functions and at all organizational levels

Executive presence and the ability to engage effectively with senior clients, prospects, carrier executives, and internal leadership

Preferred

Bachelor's degree or equivalent relevant experience

CIC, CRM, CPCU, or similar professional designation

Location and Travel
Houston-based, with responsibility for Texas and several additional states; regular travel throughout the Hub's markets is required.

Compensation
Competitive base salary plus incentive compensation tied to Hub performance.

NavSav is an equal opportunity employer.

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