Sales Management Sales & Marketing Specialist - Southeast Region

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 the 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, including 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 align 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, including procedural changes, advancements, workflow development, and lead management.
• Compile and generate various sales and management reports, including 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 and generate sales, including 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 with ability to handle multiple priorities and firm deadlines.
• Ability to work independently in a high‑pressure environment and adapt to immediate needs of sales associates and management.
• Detail‑oriented with ability to diagnose and resolve issues.

Benefits

USI offers a full suite of competitive benefits, including medical, wellness, dental and vision coverage, 401(k), flexible spending and health savings accounts, short‑ and long‑term disability, life insurance, and other unique employer‑sponsored and voluntary programs. A generous paid time off policy, paid family leave, and paid holidays are also provided.

Why USI?

With approximately $3 billion in revenue and over 10,500 associates across roughly 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. USI fosters a dynamic personal and professional development culture, invests heavily in associates, and celebrates growth through award‑winning employee reward and recognition programs.

USI ONE Advantage® delivers a robust set of risk management and benefit solutions with bottom‑line financial impact, combining Omni, Network, and Enterprise to set USI apart from the competition.

USI’s Summit Awards program, wellness initiatives, college scholarships for associates' children, and financial assistance programs recognize outstanding achievement and support healthy, productive lives.

USI is committed to community engagement, environmental sustainability, diversity, equity, and inclusion through the I’m With U program, and has earned multiple industry recognitions, including Insurance Business America’s Top Insurance Employers (2018‑2025), Business Insurance’s Best Places to Work in Insurance (2020‑2025), Fortune’s Best Workplaces in Financial Services & Insurance (2024‑2025), and Great Place To Work certification (2024‑2025).