Sales Management Sales & Marketing Specialist - Southeast Region

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We need to parse the posting: It includes "Requirements Description and Requirements General Description: ..." then "Responsibilities ..." then "Knowledge, Skills And Abilities ..." then "Why USI?" which includes benefits, culture, etc. Also mentions "USI is committed to providing a full-suite of competitive benefits..." So we have benefits content. We need to avoid repeating job title; no job title given. No Job ID. We need to remove boilerplate: cookie/navigation/legal/EEO etc. Not present. We need to preserve all substantive info. We need to decide sections: Possibly "About the role" (general description), "Responsibilities", "Requirements" (maybe combine knowledge, skills, abilities), "Qualifications" (maybe education/experience), "Skills" (maybe technical abilities), "Benefits" (from Why USI? and benefits paragraph). Pay and Schedule not mentioned, so omit. We need to ensure we don't create sections with filler like "commensurate with experience". Not present. We need to output only HTML fragment. Let's extract content: 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." Responsibilities: list items: - 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. Knowledge, Skills And Abilities: - 3-5 years of experience providing sales and/or marketing support at the executive level. - 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. - 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. Why USI? includes: - 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. - Unrivaled Resources and Support: USI ONE Advantage® description. - Industry-Leading Programs, Rewards, and Recognition: Summit Awards program, employee programs, wellness program, college scholarships, financial help. - Deep Community Engagement. - Committed to a Diverse and Inclusive Workplace: I’m With U program. - Nationally Recognized as a Top Insurance Employer: awards list. - 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. Thus Benefits section can be derived from that paragraph. We might also include "About the role" as general description. We need to decide headings: "About the role", "Responsibilities", "Requirements", "Qualifications", "Skills", "Benefits". Could combine some. But we must not create sections with filler. Ensure each heading has substantive content. We could map: - About the role: General Description paragraph. - Responsibilities: list as above. - Requirements: maybe combine experience/education preferences: "3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred. Bachelor’s degree preferred." - Qualifications: maybe "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." - Skills: maybe "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." - Benefits: the benefits paragraph. We need to ensure we don't duplicate content. Let's check if any content overlaps: The "Knowledge, Skills And Abilities" list includes all those bullet points. We split them into Requirements, Qualifications, Skills arbitrarily but must preserve all info. It's okay as long as we don't lose any. We need to avoid creating sections like Pay or Schedule because not present. Now produce HTML:

About the role

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.

Responsibilities

• 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.

Requirements

3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred. Bachelor’s degree preferred.

Qualifications

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.

Skills

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.

Benefits

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.

We might also include some of the Why USI? culture content? The instructions say include only sections when posting has real specific content. The Why USI? includes many details about culture, awards, community engagement, diversity, etc. Should we include them? They are substantive. Could be part of "About the role" or maybe a separate section like "Company Overview". But allowed headings list includes only those specific ones: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we cannot add other headings. We must fit all substantive info into those allowed headings. The culture etc could go under About the role perhaps, but we already used that for general description. We could expand About the role to include company overview. However the instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It says e.g., implying those are examples, not exclusive? It says "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." Likely they expect those headings. It says "include a section ONLY when the posting has real, specific content for it". So we can use those headings; we shouldn't create other headings like "Company Overview". So we need to fit the Why USI? content into one of those headings. Perhaps we can add to About the role (which can include role description and company info). Or we could add to Benefits (but benefits already about compensation). Could also add to Qualifications? Not appropriate. Better to expand About the role to include both role description and company overview (including USI's size, culture, awards, community engagement, diversity, recognition). That would be substantive. Thus About the role paragraph can be longer: combine general description and company overview. Let's craft About the role: "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. USI is one of the largest insurance brokerage and consulting firms in the world, with approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide. The firm emphasizes dynamic personal and professional development, invests heavily in associates, and celebrates growth through its employee reward and recognition programs. USI’s USI ONE Advantage® delivers Omni