SM Sales & Marketing Specialist

General Description

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. Drive efficiency with sales generation and ensure customer retention through various marketing channels.

• 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.

• 3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred.
• Proven ability to manage projects and drive adherence to procedures.
• Technical ability and experience with Microsoft Dynamics CRM system preferred. Other CRM system experience a plus.
• Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
• Organized self-starter. Ability to handle multiple priorities with firm deadlines.
• Ability to work independently in a high-pressure environment. Must be able to adapt to immediate needs of sales associates and management.
• Detail oriented with ability to diagnose and resolve issues.

With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.

What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage® , a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.

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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in…