CRM-Driven Sales & Marketing Specialist

USI Insurance Services; Tampa (FL); On-site; USD 55,000 - 75,000; Full time

Job summary

USI Insurance Services in Tampa, FL is seeking a Sales Support Specialist to assist Employee Benefits and Property & Casualty sales teams. You will use Microsoft Dynamics CRM to improve efficiency and client retention.

Your responsibilities include training new hires on CRM, generating management reports, maintaining data quality, and helping create sales presentations and marketing materials for client engagements.

Qualifications

• 3–5 years of experience supporting sales or marketing teams.
• Experience with Microsoft Dynamics CRM.
• Strong MS Office (PowerPoint, Excel, Outlook) skills.
• Ability to manage multiple priorities.
• Detail-oriented with data accuracy.

Responsibilities

• Support sales management team with CRM data and reports.
• Provide Dynamics CRM training to new hires.
• Prepare management reports for sales meetings.
• Ensure data accuracy and deduplication in CRM.
• Create and maintain sales presentations and materials.
• Coordinate marketing efforts and events support.

Skills

CRM training

Project coordination

MS Office

Data reporting

Tools

Microsoft Dynamics CRM

Job description

USI Insurance Services in Tampa, FL is seeking a Sales Support Specialist to assist Employee Benefits and Property & Casualty sales teams. You will use Microsoft Dynamics CRM to improve efficiency and client retention.

Your responsibilities include training new hires on CRM, generating management reports, maintaining data quality, and helping create sales presentations and marketing materials for client engagements.