- 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.
- 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.
-
Marketing Specialist
1 week ago
RemX Wayne, United StatesNow Hiring for Marketing Specialist - Contract to Hire Monday - Friday from 9:00am - 5:00pm - Entry Level Position · Responsibilities:Create and prepare sales flyers and new promotional material as needed · Responsible for all social media updates and communication · Create, gene ...
-
Digital Marketing Specialist
1 week ago
National Mail Marketing Broomall, United StatesJob Description · Job DescriptionNMMC is seeking a Digital Marketing Specialist to join our team and drive our digital marketing efforts to new heights, expanding our reach and increasing brand awareness for clients. In this role, you will be responsible for developing, executing ...
-
Marketing Automation Specialist
6 days ago
Ridley Bikes Folsom, United StatesAls Marketing Automation Specialist bij Belgian Cycling Factory zul je een cruciale rol spelen in het identificeren van verschillende consumenten touch-points en het opzetten van geautomatiseerde marketingcampagnes in samenwerking met ons technische team. Jouw expertise in gebrui ...
-
Marketing Specialist
3 weeks ago
Top Stack King of Prussia, United StatesThe Marketing Specialist encompasses a combination of marketing, analytics, and administrative responsibilities. The ideal candidate should have prior experience in marketing, strong administrative skills, and the ability to thrive in a fast-paced, evolving environment. · Respons ...
-
Marketing specialist
2 weeks ago
Crimson Ventures Langhorne Manor, United StatesFor the past six decades, we have established ourselves as a manufacturer of medical mattresses and pillows in Langhorne Manor. The name KUBIVENT is now synonymous with quality-oriented, sustainable production in Germany and a service-oriented distribution in the field of medical ...
-
Marketing Analytics Specialist
4 days ago
Piper Companies Wayne, United StatesPiper Companies is seeking a Marketing Analytics Specialist to join an investment management and solutionsclient out of Wayne, PA · This is a direct placement role with an on-site hybrid requirement of 3 days per week (Tuesday, Wednesday, Thursday) in Wayne, PA 19087. · Respon ...
-
Sr. Email Marketing Specialist
2 weeks ago
Airgas Radnor, United StatesAbout Airgas: · Airgas, an Air Liquide company, is a leading U.S. supplier of industrial, medical and specialty gases, as well as hardgoods and related products; one of the largest U.S. suppliers of safety products. Through the passion and diversity of its 18,000 associates, Airg ...
-
Marketing Specialist
5 days ago
Gap International Springfield, United StatesGAP INTERNATIONAL: A unique, purpose-driven, consulting company ABOUT THE ROLE We are seeking a Digital Marketing Specialist to join our team and drive our digital marketing efforts to new heights, expanding our reach and increasing brand awareness. In this role, you will be resp ...
-
Marketing & Communications Specialist
5 days ago
Affiliated Distributors Wayne, United States· The Marketing and Communications function drives unified marketing, communications, and design strategies across the company that help us leverage and enhance the strength of our brand for independent distributor members, manufacturer supplier partners, associates, and other s ...
-
Technical Marketing Specialist
5 days ago
Piper Companies Wayne, United StatesPiper Companies is seeking a · Technical Marketing Specialist · to join an · investment management · and solutionsclient out of · Wayne, PA · In short, a · developer · who has · worked with a Marketing Department . Someone who will own the platforms / systems like · Mar ...
-
Sr. Email Marketing Specialist
2 weeks ago
Airgas Broomall, United StatesR Sr. Email Marketing Specialist (Open) · Location: · Radnor, PA (Airgas HO) - Management · How will you CONTRIBUTE and GROW? · Sr. Email Marketing Specialist · - Radnor, PA - Hybrid Work Environment - Remote/In-Office · - Business casual dress code · The Senior Email Mark ...
-
Digital Marketing Specialist
3 days ago
Gap International Springfield, United StatesGAP INTERNATIONAL – A unique, purpose-driven, consulting company · ABOUT THE ROLE · We are seeking a Digital Marketing Specialist to join our team and drive our digital marketing efforts to new heights, expanding our reach and increasing brand awareness. In this role, you will be ...
-
Marketing Content Specialist
1 week ago
AscellaHealth Berwyn, United StatesJob Description · Job DescriptionWhat we are looking for · AscellaHealth is looking for a Marketing Content Specialist to join their Marketing department to curate, craft, and write marketing content that captivates and engages the audience and helps to shape our brand message. T ...
-
Marketing Content Specialist
2 days ago
AscellaHealth LLC Berwyn, United StatesWhat we are looking for · AscellaHealth is looking for a Marketing Content Specialist to join their Marketing department to curate, craft, and write marketing content that captivates and engages the audience and helps to shape our brand message. They will be tasked with the crea ...
-
Marketing Specialist
1 week ago
Saint-Gobain Malvern, United StatesPourquoi a-t-on besoin de vous ? · Reporting directly to the VP of Corporate Marketing, the Marketing Specialist is a high-performing, results-oriented marketing generalist who plays an important role in helping to operate a well-functioning marketing department. The ideal candi ...
-
Marketing Specialist
3 weeks ago
Saint-Gobain Malvern, United StatesReporting directly to the VP of Corporate Marketing, the Marketing Specialist is a high-performing, results-oriented marketing generalist who plays an important role in helping to operate a well-functioning marketing department. The ideal candidate will bring strong organizationa ...
-
Marketing Specialist
1 week ago
Saint-Gobain Malvern, United StatesPourquoi a-t-on besoin de vous ?Reporting directly to the VP of Corporate Marketing, the Marketing Specialist is a high-performing, results-oriented marketing generalist who plays an important role in helping to operate a well-functioning marketing department. The ideal candidate ...
-
Marketing Liaison Specialist
3 days ago
Visiting Angels of Jenkintown Havertown, United StatesJob Description · Job DescriptionAre you a people's person? Have you been in health care field and feel "serving others" is your calling? If so, please review below. Please note this is a full time role and IS NOT REMOTE. · The Marketing Liaison Specialist is responsible for Comm ...
-
Marketing Specialist
2 weeks ago
inSync Staffing Malvern, United StatesPay range: $ $35.00/hr, DOE · Hours: 8-5pm · Location: Malvern, PA- Position is hybrid - 2 days remote and 3 in office. In office days are set as Tuesdays, Wednesday and Thursdays for team collaboration. · Duration: 6 months, with potential for temp to hire · GENERAL FUNCTION · R ...
-
Customer Marketing Specialist
4 weeks ago
SAP, SE Newtown Square, United StatesBe an integral component in the development of retention-focused marketing campaigns, to maximize customer engagement and lifetime value, and drive pipeline across all business segments Support the teams event needs including both in-person and vi Marketing Specialist, Marketing, ...
Sales & Marketing Specialist - Newtown Square, United States - USI Holdings Corporation
Description
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.
Responsibilities:
Knowledge, Skills and Abilities:
We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs.
USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.Job ID:
27999
#J-18808-Ljbffr
