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Sales and Marketing Specialist

Alternate Locations:

NY - Rochester (Canal V) - ROC01

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General Description:  The Sales and Marketing Specialist is a strong resource to assist and drive new sales by lead/sales generation and ensuring customer retention through various marketing channels.

 

 

Responsibilities:

  • Support 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.

  • 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.

  • Generate ideas and other source (databases) for Lead Generation, present recommendation to sales management for investment decision.

  • Ensure activities related to prospecting, sales and retention are accurate by coaching producers to enter data for their activities timely and accurately

  • Verify all Wins and provide tracking of all prospect engagement initiatives.

  • 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.

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

  • Work closely with Sales Leaders and HR to complete 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 and delivery and role playing practice sessions.

  • 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:

  • Seminars including pre-event and post event strategies

  • Lunch& Learns

  • Drip Marketing

  • Coordination of industry white papers

  • Center of Influence & Networking Event leadership

  • Create marketing calendar of events for Benefits and P&C

Develop mailings for educating existing clients on important benefits, legal, and compliance information through U Engage.



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.
  • Salesforce and/or CRM exp is a plus.
  • 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.

Job ID:

17938

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