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Simple Practice information

What is the difference between Simple Practice vs Therapy Notes?

FeatureSimple PracticeTherapy Notes
Primary UsePractice management and client schedulingNote-taking and documentation for therapy sessions
CredentialsRequires licensing for practice managementRequires licensing for mental health professionals
Work EnvironmentClinics, private practices, telehealthTherapists, counselors, mental health providers
Industry UsageWidely used in healthcare and mental health practicesPrimarily used by mental health professionals

Simple Practice is a comprehensive practice management platform that includes scheduling, billing, and telehealth features, while Therapy Notes focuses specifically on note-taking, documentation, and compliance for mental health providers. Both are popular in the mental health industry, but they serve different primary functions.

What are the key skills and qualifications needed to thrive as a Practice Manager using SimplePractice, and why are they important?

To excel as a Practice Manager using SimplePractice, you need strong organizational skills, experience in healthcare administration, and familiarity with insurance billing and scheduling. Proficiency with the SimplePractice platform, including its EHR, billing, and telehealth features, is essential, along with any relevant certifications such as Certified Medical Practice Executive (CMPE). Exceptional communication, attention to detail, and problem-solving abilities set candidates apart in this role. These skills ensure efficient practice operations, compliance, and a positive client experience in a healthcare setting.

What are some common challenges faced by practitioners using SimplePractice software in their daily workflow?

Practitioners using SimplePractice often encounter challenges such as adapting to new digital documentation processes, staying compliant with privacy regulations like HIPAA, and efficiently managing scheduling and billing within the platform. Integrating SimplePractice with existing workflows and ensuring all team members are properly trained can require an initial investment of time. However, once accustomed, many users find that the platform streamlines administrative tasks and improves client communication.

What is Simple Practice?

Simple Practice is a practice management software designed for health and wellness professionals, such as therapists, counselors, and social workers. It offers tools for scheduling appointments, managing client records, processing payments, telehealth sessions, and handling documentation. The platform helps streamline administrative tasks so practitioners can focus more on client care. Simple Practice is popular for its user-friendly interface and compliance with privacy regulations such as HIPAA.
What are popular job titles related to Simple Practice jobs in California? For Simple Practice jobs in California, the most frequently searched job titles are:
What job categories do people searching Simple Practice jobs in California look for? The top searched job categories for Simple Practice jobs in California are:
What cities in California are hiring for Simple Practice jobs? Cities in California with the most Simple Practice job openings:
Simple Practice jobs near you
Infographic showing various Simple Practice job openings in California as of July 2026, with employment types broken down into 1% Locum Tenens, 2% As Needed, 76% Full Time, 18% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 1% Hybrid, and 6% Remote job distribution.

Property and Casualty Practice Leader - Concord, CA

USI Holdings Corporation

Concord, CA • On-site

$225K - $300K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 6 days ago

Job description

Description and Requirements
The Property & Casualty Practice Leader is a key part of the Leadership Team and is responsible for driving growth by leading a team of brokers/producers for the practice. This role will be responsible for creating a business plan and executing initiatives to include: coaching / development, client retention, recruiting, and driving continuous profitable revenue.
Primary Responsibilities:
  • Coach and develop newly hired and seasoned producers/brokers, help close business
  • Drive revenue and organic growth through client retention and new business development
  • Partner with a dedicated local, in-house recruiting team to source, recruit, hire, and train producers/brokers to meet annual hiring targets
  • Partner with the operations team to ensure the highest level of client satisfaction and retention
  • Execute and lead our core processes and playbook to close new business
  • Lead strategy sessions with resource teams and producers to prepare for prospect and client meetings
  • Attend prospect and client meetings with producers and resource teams
  • Lead and execute effective sales sessions on a weekly basis for both new and established producers.
  • Create positive synergy within the local office practice to encourage two-way cross-selling with the EB team
  • Assist in developing sales and marketing strategies along with communications to optimize USI's position in the marketplace.
  • Positively and proactively represent USI in meetings, seminars, trade shows and networking events following USI National Strategy and graphic standards.
  • Develop positive carrier relationships
  • Drive utilization and keep current all prospecting and relationship building opportunities within the company's Salesforce CRM

Key Performance Metrics:
  • Simple Net New (SNN): New business exceeds lost business
  • Direct contribution margins (controllable within the practice)
  • Organic revenue growth (net of rate, exposure and acquisitions changes)
  • Execution of USI Playbook
  • Recruiting, hiring and development of team

Required Skills:
  • 5 -10 + years of commercial insurance brokerage experience
  • 3 + years of experience leading and coaching a team of sales professionals within a structured sales environment (preferred)
  • Track record of successful individual P&C broker experience
  • Deep knowledge and expertise in Property and Casualty
  • Proven track record for meeting or exceeding revenue targets
  • Consultative, positive and resourceful approach to interacting with prospects, clients and associates
  • Proven ability to establish relationships and work collaboratively with team members in other practices and at all levels to effectively sell and deliver on client needs
  • An executive presence with polished and well developed written and oral communication skills
  • Undergraduate degree

Travel Requirements:
  • Domestic travel to client sites typically within region (10%)

USI Insurance Services is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to, among other things, race, color, religion, sex, sexual orientation, gender identity, national origin, age, status as a protected veteran, or disability.
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.
The salary for this position ranges from $225,000 to $300,000 per year, depending on experience.
The final offer will be determined based on the candidate's qualifications, relevant experience, and
demonstrated skills. In addition to the base salary, this role is bonus eligible.

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