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. 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.
• 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.

Benefits

• Competitive pay, incentives, and benefits.
• Summit Awards program rewarding excellence in associates who build the brand.
• Employee programs that recognize outstanding achievement and help associates lead healthy, productive lives.
• Award‑winning wellness program.
• College scholarships for associates' children.
• Financial assistance in times of need.
• Deep community engagement – volunteerism, environmental sustainability, partnerships with eco‑conscious vendors.
• Committed to a diverse and inclusive workplace through the I’m With U program.
• Nationally recognized as a