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Marketing & Sales Specialist

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General Description: To provide comprehensive administration support to the function, supporting CRM activity and the USI Sales Process across the Employee Benefits and Property Casualty business and assisting in the maintenance of Business Development and Engagement pipelines. 


  U Engage Specialist

  • Gather, identify and analyze CRM software requirements and ensure that they are met
  • Monitor data quality, date migration, and data integration.
  • Educate users on how to correctly enter relevant data in to the system and verify and reconcile that data that is entered.
  • Strong communication and customer service skills in order to work well with internal producers and leaders.
  • Support EB and PC Sales Management with coordination, producer follow-up and preparation of management reports for the following, monthly corporate NB calls (ensure stages/forecast are accurate), stewardship calls (ensure probability of retention are accurate), peer review and Leader Calls.
  • 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.
  • 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, advancement, developing work flows, and lead management with CRM.
  • Work closely with Sales Leaders and HR to complete CRM training for newly hired/acquired producers and ensure producer has Quality Prospects.  Monitor and communicate Producer Funding targets for New producers during 3 years. 

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. 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 using Click Dimensions.  These include Seminars, Webinars, Lunch & Learns, Networking events, develop and maintain mailings for existing clients   

Knowledge, Skills and Abilities:

  • At least 3-5 years’ experience providing sales and or marketing support at the executive level; administrative and insurance experience preferred.
  • Bachelor’s Degree in related field is preferred.
  • Must have technical skills to use Microsoft Dynamics CRM software program. 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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