Sales Management Sales & Marketing Specialist - Southeast Region

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, 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