Skip to content

Sales and Training Coordinator

Alternate Locations:

PA - Blue Bell

Apply now Share Share SM Sales & Marketing Specialist with Facebook Share SM Sales & Marketing Specialist with LinkedIn Share SM Sales & Marketing Specialist with Twitter Share SM Sales & Marketing Specialist with a friend via e-mail

General Description:  The Sales and Training Coordinator 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.

·         Train New and Established Producers on dedicated database and sales processes.

·         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

·         Ensure accurate data by merging duplicate records, reassigning terminated producers, updating risk assessments as needed, and completing specific data management requests.

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

·         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.

·         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 and webinars including pre-event and post event strategies

Ø   Social events and other marketing strategies

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, Excel, Word, and social media platforms.
  • 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.
  • Must have experience with training individuals or groups of people.
  • Experience using Webex or other virtual platforms.

Physical Demands:

During typical working environment, work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including; telephone - headset, Computer, computer monitors, keyboard, mouse, copier, scanner and mail machine. Physical tasks of job include; walking, sitting, standing and bending. Due to COVID-19, employees are currently working remote and will need access to the internet with the ability to work virtually.

Analysis of Physical Demands:

·         Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.

·         Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand and bend.

·         Occasionally (1%-33% of time) work performed requires employees walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.

·         Rarely (< than 1 hour per week) work performed  requires Lifting/Carrying  items that range from 10-50lbs, pushing/pulling  items that range from 10-50lbs, twisting/ turning including reaching over shoulder or above head, kneeling or squatting.

Job ID:


Interested in hearing about other USI Career Opportunities?

Join Our Talent Network
EEO is The Law - click here for more information
Notice to 3rd Party Recruiters

Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval.
Resumes submitted or candidates referred to USI Insurance Services by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of USI Insurance Services. The Company will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

We endeavor to make this site accessible to any and all users. If you would like to contact us, please email