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Marketing Coordinator – Social Media/CRM

Alternate Locations:

MA - Woburn - BOS00

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General Description: The basic function of this role is to be 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. This hybrid position combines the responsibilities of the CRM Resource and the Sales and Marketing Specialist.




CRM Champion

  • Support Sales Management with coordination, producer follow-up and preparation of management reports for meetings, Producer 1 on 1, and monthly corporate calls.
  • Generate ideas for Lead Generation, present recommendation to manager and sales leadership.
  • Ensure activities related to sales and retention are accurate by coaching producers to enter data for their activities timely and accurately. Verify all Wins have a Sagitta Client Code and Sagitta Client ID and provide tracking of all initiatives within CRM.
  • Ensure accurate data by merging duplicate records, reassigning terminated producers, updating risk assessments as needed, and completing specific data management requests. Compare wins in CRM 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, prospect advancement and developing work flows.

Sales and Marketing Responsibilities

  • 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 CRM 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.
  • Execute office marketing strategies to create value for customers and prospects around USI services to further enhance and generate sales, including:
    • Seminars including pre-event and post event strategies
    • Lunch & Learns
    • Drip Marketing / Social Media
    • Coordination of industry white papers
    • Center of Influence & Networking Event leadership
    • Create marketing calendar of events for Benefits and P&C
  • Develop mailings for educating existing clients on important benefits, legal, and compliance information.

Knowledge, Skills and Abilities:

  • Bachelor's degree (Marketing or Communications preferred)
  • At least 3 years experience providing sales and or marketing support at the executive level; administrative and insurance experience preferred.
  • Must have technical skills to use Microsoft Dynamics CRM software program. Strong skills in Microsoft PowerPoint, Word and Excel.
  • Social Media experience preferred with working knowledge of LinkedIn, Twitter, etc.
  • 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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