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Select Commercial CRM Specialist

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General Description: The basic function of this role is to be a strong resource for Select Commercial Leaders & Producers to make them more efficient and effective in driving new sales by identifying and assigning targeted prospects and providing training on sales tools. This hybrid position combines the responsibilities of the CRM (Client Relationship Management) Resource as the primary function, and the Sales and Marketing Specialist.


  • Support SCL Producers and Sales Management by providing targeted prospect lists in CRM.
  • Daily interaction with Producers to assist with utilizing our CRM tool by training/coaching them how to best utilize the tool
  • The CRM tool will be used for downloading data for Producers; inputting data, scrubbing the data; inputting leads into the database
  • Run daily, weekly and monthly reports to review the usage of the CRM tool
  • Interact and reach out to Producers to assist with utilizing the tool for its intended purposes
  • The CRM tool is used for prospecting and pipeline flow for our Producers amongst other usage
  • 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 COO and sales management for investment decision.
  • Ensure activities related to Get, Prep, Close are accurate by coaching producers to enter data for their activities timely and accurately. Verify all Wins have a Sagitta Client Code and Sagitta Client ID and provide tracking of all initiatives within CRM.
  • Ensure accurate data by merging duplicate records, reassigning terminated producers, and completing specific data management requests. Compare wins in CRM to booked new rev in Sagitta and follow up with necessary adjustments.
  • Responsible for maintaining an open line of communication with producers regarding procedural changes, advancement, developing work flows, and lead management with CRM.
  • Work closely with Sales Leaders and HR to complete CRM training for newly hired/acquired producers and ensure producer has a pipeline of 200+ Quality Prospects. 

Knowledge, Skills and Abilities:

  • Bachelor's degree
  • At least 1-3 years of experience providing sales and or marketing support at the executive level; administrative and insurance experience preferred; data analytics skills preferred.
  • Must have technical skills or have the ability to learn Microsoft Dynamics CRM software program. Strong skills in Microsoft Excel and PowerPoint.
  • 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.

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