USI Insurance Services

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. This hybrid position is expected to work in the office 2 days per week, following a 60 to 90 day remote onboarding schedule.

Responsibilities:

• 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.