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Sales and Marketing Specialist

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General Description:  The Sales and Marketing Specialist is a strong resource for Benefits and Property & Casualty producers to make them more efficient and effective in driving new sales by lead/sales generation and ensuring customer retention through various marketing channels.


·         Support EB and PC Sales Management with coordination, producer follow-up and preparation of management reports for the following meetings: Huddle meetings, Producer 1 on 1 meetings, monthly corporate NB calls (ensure stages/forecast are accurate), Stewardship Calls triage calls (critical at risk accounts), and Leader Calls.

·         Assign Cross-Sell Producer to all Stewardship Accounts according to Sales Leaders instructions.

·         Analyze trends and success rates for cross sell efforts.  Report findings and recommendation to sales leaders. Verify Opportunity Stage is accurate and coincides with recorded Appointments and Wins.

·         Generate ideas and other source (databases) for Lead Generation, present recommendation to sales management for investment decision.

·         Ensure activities related to Get, Prep, Advance, Close, Keep, Blue Wheel, and Engagement Platform and are accurate by coaching producers to enter data for their activities timely and accurately

·         Verify all Wins tie to Sagitta and provide tracking of all initiatives within U Engage.

·         Ensure accurate data by merging duplicate records, reassigning terminated producers, updating risk assessments as needed, and completing specific data management requests. Compare Wins in U Engage to booked new rev in Sagitta and follow up with necessary adjustments.

·         Responsible for maintaining an open line of communication with producers regarding procedural changes, advancement, developing work flows, and lead management with U Engage.

·         Compile and generate various sales and management reports, including but not limited to New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK and Stewardship.

·         Work closely with Sales Leaders and HR to complete U Engage training for newly hired/acquired producers and ensure each producer has 50+ Quality Prospects within 30 days of hire date.

·         Work with Sales Management to coordinate and support sales staff training including marketing opportunities, technical training, value propositions, sales presentation production and delivery and role playing practice sessions.

·         Ensure compliance with USI Graphic Standards.

·         Conduct research and provide information to Employee Benefits (EB) and Property & Casualty (PC) sales team on existing and prospective clients. Utilize this information for the development of new sales relationships, management of client databases, including U Engage and assisting with the integrity of the data, including social media.

·         Help each producer meet their marketing / branding goals.

·         Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials to maintain an effective and unified marketing message.

·         Execute office marketing strategies to create value for customers and prospects around USI services to further enhance and generate sales through U Engage, including:

Ø  Seminars including pre-event and post event strategies

Ø  Lunch & Learns

Ø  Drip Marketing

Ø  Coordination of industry white papers

Ø  Center of Influence & Networking Event leadership

Ø  Create marketing calendar of events for Benefits and P&C

·         Develop mailings for educating existing clients on important benefits, legal, and compliance information through U Engage.

Knowledge, Skills and Abilities:

·         Bachelor’s degree (Marketing or Communications preferred)

  • At least 3-5 years experience providing sales and or marketing support at the executive level; administrative and insurance experience preferred.
  • Strong skills in Microsoft PowerPoint, Brainshark application.
  • Proven ability to manage projects and drive adherence to procedures.
  • Organizational skills and ability to prioritize tasks so that deadlines are met and schedules are maintained smoothly.
  • Ability to work independently and under pressure and balance multiple priorities with acute attention to detail. Flexibility and proven ability to diagnose and resolve issues.
  • Self-disciplined to start projects, budget time, and meet deadlines and production schedules.
  • Must be able to adapt to immediate needs of producers and management.
  • Must have strong initiative and be properly assertive in presenting new ideas to management and producers.

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