Sales Operations Specialist

Description and Requirements

We are seeking a Sales Operations Specialist to support our Employee Benefits and Property & Casualty sales teams. This role is ideal for someone who enjoys working with both people and technology and takes pride in helping others succeed. As a key resource for the sales team, you will provide CRM training and onboarding support for new sales associates, assist with reporting and sales operations initiatives, maintain accurate data within the CRM system, and perform data entry and data cleanup activities that support business objectives.

Success in this role requires strong communication and presentation skills, attention to detail, and the ability to explain systems, and reporting information to a variety of audiences.

We are seeking a Sales Operations Specialist to support our Employee Benefits and Property & Casualty sales teams. This role is ideal for someone who enjoys working with both people and technology and takes pride in helping others succeed. As a key resource for the sales team, you will provide CRM training and onboarding support for new sales associates, assist with reporting and sales operations initiatives, maintain accurate data within the CRM system, and perform data entry and data cleanup activities that support business objectives.

Success in this role requires strong communication and presentation skills, attention to detail, and the ability to explain systems, and reporting information to a variety of audiences.

Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics customer relationship management (CRM) system to support sales team.

• Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings. Includes corporate new business calls, stewardship triage calls, and leader calls. Ensure stages/forecast are accurate.
• Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates.
• Complete quality opportunity assignments for newly hired/acquired sales associates.
• Manage and maintain Microsoft Dynamics CRM system to ensure accurate data. Merge duplicate records, reassign terminated sales associates’ Opportunities, and complete data management requests. Verify Opportunity Stage coincides with recorded Appointments and Wins.
• Verify new business wins in Microsoft Dynamics CRM aligns with agency management system. Provide tracking of all initiatives within CRM.
• Act as Microsoft Dynamics CRM subject matter expert and provide updates to sales associates. Includes procedural changes, advancement, developing workflows, and lead management.
• Compile and generate various sales and management reports. Includes New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.
• Conduct research and provide information to sales teams on existing and prospective clients.
• Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials with branding and marketing message.
• Execute office marketing strategies to create value for customers/prospects to generate sales. Includes pre-event and post-event seminar strategies and webinar support.

• 1-3 years of experience in sales support, administration support, or related field. Administrative and insurance experience preferred.
• Bachelor’s degree preferred.
• Proven ability to manage projects and drive adherence to procedures.
• Technical ability and experience with Microsoft Dynamics CRM system preferred but not required. Other CRM system experience a plus.
• Working knowledge of Microsoft Office suite, including…