Sales & Marketing Ops Specialist (CRM & Training)

USI Insurance Services; Coral Gables (FL); On-site; USD 60,000 - 85,000; Full time

Job summary

USI Insurance Services in Coral Gables, FL is seeking a Sales & Marketing Support role to act as a strong resource for Employee Benefits and Property & Casualty sales associates. You will use Microsoft Dynamics CRM to support the sales team and drive efficiency through marketing channels.

This position requires 3-5 years of executive-level sales support, a Bachelor's degree, and proficiency with Dynamics CRM and the Microsoft Office suite.

Qualifications

• 3-5 years of experience providing sales and/or marketing support at the executive level.
• 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.

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 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.

Skills

CRM proficiency

MS Office

Sales support

Reporting

Training

Education

Bachelor's degree preferred

Tools

Microsoft Dynamics CRM

Excel

PowerPoint

Outlook

Job description

USI Insurance Services in Coral Gables, FL is seeking a Sales & Marketing Support role to act as a strong resource for Employee Benefits and Property & Casualty sales associates. You will use Microsoft Dynamics CRM to support the sales team and drive efficiency through marketing channels.

This position requires 3-5 years of executive-level sales support, a Bachelor's degree, and proficiency with Dynamics CRM and the Microsoft Office suite.