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Sales & Marketing Specialist


OR - Portland

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Why USI?
With over $2 billion in revenue and more than 10,000 associates located in approximately 200 offices across the country, USI is one of the largest insurance brokerage and consulting firms in the world.

At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs. We invite you to learn more about what makes USI an exceptional place to work!

Unrivaled Resources and Support
The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement
We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition
In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment  
USI values diversity and is committed to ensuring a fair, diverse, and inclusive work environment for all. Our diversity, equity and inclusion program, "I'm With U," advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

  • Recognized as one of Insurance Business America’s Top Insurance Employers for five consecutive years (2018-2022).
  • Named to Business Insurance’s annual list of the Best Places to Work in Insurance three years in a row (2020-2022).
  • Gold recipient, American Heart Association’s Workplace Health Achievement Index, three years in a row (2018-2021).
General Description: Serve as a strong resource for Employee Benefits and Property & Casualty sales associates. Utilize Microsoft Dynamics customer relationship management (CRM) system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels.

Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings. Includes corporate new business calls, stewardship triage calls, and leader calls. Ensure stages/forecast are accurate.  
Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates. 
Complete quality opportunity assignments for newly hired/acquired sales associates. 
Manage and maintain Microsoft Dynamics CRM system to ensure accurate data. Merge duplicate records, reassign terminated sales associates’ Opportunities, and complete data management requests. Verify Opportunity Stage coincides with recorded Appointments and Wins. 
Verify new business wins in Microsoft Dynamics CRM aligns with agency management system. Provide tracking of all initiatives within CRM. 
Act as Microsoft Dynamics CRM subject matter expert and provide updates to sales associates. Includes procedural changes, advancement, developing workflows, and lead management.
Compile and generate various sales and management reports. Includes New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.
Conduct research and provide information to sales teams on existing and prospective clients. 
Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials with branding and marketing message.
Execute office marketing strategies to create value for customers/prospects to generate sales. Includes pre-event and post-event seminar strategies and webinar support. 

Knowledge, Skills and Abilities:
3-5 years of experience providing sales and/or marketing support at the executive level. Administrative and insurance experience preferred.
Bachelor’s degree preferred. 
Proven ability to manage projects and drive adherence to procedures.
Technical ability and experience with Microsoft Dynamics CRM system preferred. Other CRM system experience a plus. 
Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
Organized self-starter. Ability to handle multiple priorities with firm deadlines.
Ability to work independently in a high-pressure environment. Must be able to adapt to immediate needs of sales associates and management.  
Detail oriented with ability to diagnose and resolve issues.

USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

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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.

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