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Sales and Marketing Specialist

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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. 


Responsibilities:

  • 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:

20280

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