Skip to content

Sales and Marketing Specialist

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

General Description:  The Sales and Marketing Specialist is a strong resource for Employee 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, preparation of management reports for the following meetings: OMNI management/Huddle meetings, Producer 1 on 1 meetings, monthly corporate NB calls (ensure stages/forecast are accurate), Stewardship Triage calls (critical at-risk accounts), and Leader Calls (as needed).
  • Complete CRM training for newly hired/acquired Producers and quality Opportunity assignments.
  • Verify Opportunity Stage is accurate and coincides with recorded Appointments and Wins.

  • Verify all Wins tie to Sagitta and provide tracking of all initiatives within CRM.

  • Ensure accurate data by merging duplicate records, reassigning terminated producer Opportunities, 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 CRM.

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

  • Conduct research and provide information to Employee Benefits (EB) and Property & Casualty (PC). Utilize CRM and assisting with the integrity of the data.

  • 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 CRM, including:

    • Seminars including pre-event and post event strategies

    • Webinar support


Knowledge, Skills and Abilities:

  • Bachelor’s degree

  • At least 3-5 years of 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, advanced Excel and Outlook.

  • 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.

Physical Demands:

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.

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