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. The posting includes: - Requirements Description and Requirements General Description: (looks like a heading). Then description: "Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics CRM system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels." - Responsibilities: list of duties. - Knowledge, Skills And Abilities: list. - Why USI? includes sections: Unrivaled Resources and Support, Industry-Leading Programs, Rewards, and Recognition, Deep Community Engagement, Committed to a Diverse and Inclusive Workplace, Nationally Recognized as a Top Insurance Employer, USI is committed to providing a full-suite of competitive benefits... We need to decide which sections to include: About the role (maybe the initial description?), Responsibilities, Requirements (maybe Knowledge, Skills And Abilities?), Qualifications (maybe Bachelor's degree preferred etc), Skills (maybe technical ability etc), Benefits (the benefits description), Pay (none), Schedule (none). We should not create Pay or Schedule unless present. There's no explicit pay or schedule info. So omit those. We need to avoid boilerplate like EEO etc. The posting includes "Why USI?" which is basically company overview and benefits. We can treat that as "About the company" maybe not required but we could include as "About USI" but not in list of allowed headings. The allowed headings are limited to those given: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We should map content to these. - About the role: could be the initial description: "Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics CRM system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels." - Responsibilities: list items. - Requirements: maybe the "Knowledge, Skills And Abilities" section includes requirements like experience, education, etc. Could also include "Requirements Description and Requirements General Description" but that seems overlapping. We'll treat that as About the role. - Qualifications: maybe the "Bachelor’s degree preferred." etc. But we can combine with Requirements. - Skills: maybe technical abilities like Microsoft Dynamics CRM, Microsoft Office suite. - Benefits: the benefits description at end: "USI is committed to providing a full-suite of competitive benefits..." includes medical, wellness, dental, vision, 401(k), etc. Also paid time off, paid family leave, paid holiday. We need to ensure we only include sections with real specific content. Avoid filler like "commensurate with experience". Not present. We must not repeat job title as heading. Not needed. We must not include Job ID etc. We must remove cookie/navigation/legal/EEO etc. There's none. We must not include duplicated lines. We need to preserve all substantive information. Let's extract content. First, initial paragraph: "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." That's about the role. Responsibilities list: - 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? sections: Unrivaled Resources and Support: description about USI ONE Advantage etc. Industry-Leading Programs, Rewards, and Recognition: description about Summit Awards, wellness program, college scholarships, financial help. Deep Community Engagement: description about giving back, sustainability. Committed to a Diverse and Inclusive Workplace: description about I’m With U program. Nationally Recognized as a Top Insurance Employer: list of recognitions. USI is committed to providing a full-suite of competitive benefits...: list of benefits. We need to decide which of these map to allowed headings. "About the role" we have. "Responsibilities" we have. "Requirements" could be the Knowledge, Skills And Abilities (experience, education, etc). Could also include "Bachelor’s degree preferred" etc. "Qualifications" maybe similar to Requirements; but we could split: Requirements = experience, education; Qualifications = specific credentials? However the instruction says prefer a few substantive sections over many thin ones. So we could combine Requirements and Qualifications into one section? But we need to use headings exactly as allowed; we can include both if they have content. But we should avoid thin sections. Let's see if we can split meaningfully. We have: - Experience: 3-5 years sales/marketing support exec 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. - Organized self-starter. - Ability to handle multiple priorities with firm deadlines. - Ability to work independently in high-pressure environment. - Must be able to adapt to immediate needs. - Detail oriented with ability to diagnose and resolve issues. These are a mix of requirements and skills. We could have: - Requirements: experience, education, administrative/insurance experience, ability to manage projects, adaptability, detail oriented. - Skills: technical ability with Dynamics CRM, other CRM, Microsoft Office suite, organized self-starter, handling multiple priorities, independent work, etc. But the line between them is fuzzy. However we have allowed headings: Requirements, Qualifications, Skills. Could allocate: - Requirements: 3-5 years experience, Administrative and insurance experience preferred, Bachelor’s degree preferred. - Qualifications: Proven ability to manage projects and drive adherence to procedures, Ability to handle multiple priorities with firm deadlines, Ability to work independently in high-pressure environment, Must be able to adapt to immediate needs, Detail oriented with ability to diagnose and resolve issues. - Skills: Technical ability and experience with Microsoft Dynamics CRM system preferred, Other CRM system experience a plus, Working knowledge of Microsoft Office suite, Organized self-starter. But "Organized self-starter" could be skill or qualification. We need to avoid thin sections; each should have multiple bullet points. Let's see counts: Requirements: 3 bullets (experience, admin/insurance, degree) - okay. Qualifications: 5 bullets (manage projects, handle priorities, work independently, adapt, detail oriented) - good. Skills: 4 bullets (Dynamics CRM, other CRM, MS Office, organized self-starter) - good. Thus we can have three sections. Now Benefits: we have description of benefits. We need to include Benefits heading with list. Now About USI? sections: Should we include them? Not in allowed headings. Could we map to About the role? Already used. Could we include as part of About the role? But the instructions say only include sections when posting has real specific content for it, using those headings. It doesn't forbid adding other headings, but says use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It implies we should use those headings; we could also add other headings but likely they'd be considered not following the instruction. Safer to stick to those headings only. So we should not include "Why USI?" sections unless we map them to Benefits (which we already have) or maybe we could include them under Benefits? But Benefits already covers benefits; the "Why USI?" includes culture, recognition, community engagement, diversity, awards. Those are not benefits per se but could be considered part of "About the role" or "Company overview". Since not in allowed headings, we might omit them? But we must preserve ALL substantive information; we cannot omit substantive info. However we could incorporate that info into existing sections like Benefits? Not appropriate. Could we create a section "About the role" and expand it to include company overview? The initial description is about the role; we could add a paragraph about USI under "About the role" as well. The instruction: "Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid adding other content under those headings. So we can put the USI overview under "About the role" or maybe under a separate heading like "About USI" but that's not in the list; better to incorporate into "About the role" as additional paragraph. Thus About the role heading will contain both the role description and company overview (Why USI?). That preserves info. Now Benefits heading will contain benefits details. Now we need to output HTML fragment only, no /. Use

for each section heading, then content:

for prose,

• for lists. We need to ensure we don't repeat job title as heading (not present). No Job ID. Now let's craft. First, About the role: Paragraph 1: "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." Paragraph 2: company overview: "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 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