USI Insurance Services
SM Sales & Marketing Specialist
USI Insurance Services, Phoenix, Arizona, United States, 85003
Position Overview
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
Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings, including 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 and generate sales. Includes pre‑event and post‑event seminar strategies and webinar support.
Qualifications
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.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates, celebrate their growth, and offer one‑of‑a‑kind employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage®
is a game‑changing value proposition that delivers a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart. Through USI ONE we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry‑Leading Programs, Rewards, and Recognition
Competitive pay, incentives, and benefits.
Summit Awards program, rewarding excellence in building the brand.
Employee programs that recognize outstanding achievement and help associates lead healthy, productive lives.
Wellness program, college scholarships for associates’ children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to local communities and supporting a culture of environmental sustainability. From supporting local non‑profit organizations, animal shelters, and environmental beautification projects to partnering with eco‑conscious vendors and reducing our own environmental footprint, we’re working
together as ONE
to build a better future.
Committed to a Diverse and Inclusive Workplace Our award‑winning
I’m With U
diversity and inclusion program educates associates to better understand and serve clients, prospects, teammates, and communities through curated education, training resources, employee support programs, and community outreach initiatives, building a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
Certified as a Great Place to Work two years in a row (2024‑2025).
Benefits USI offers 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. We also offer generous paid time off, paid family leave, and paid holiday time.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Insurance
#J-18808-Ljbffr
Responsibilities
Support Employee Benefits and Property & Casualty sales management team. Coordinate and prepare management reports for sales meetings, including 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 and generate sales. Includes pre‑event and post‑event seminar strategies and webinar support.
Qualifications
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.
Why USI? With approximately $3 billion in revenue and over 10,500 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. We invest heavily in our associates, celebrate their growth, and offer one‑of‑a‑kind employee reward and recognition programs.
Unrivaled Resources and Support USI ONE Advantage®
is a game‑changing value proposition that delivers a robust set of risk management and benefit solutions with bottom‑line financial impact. USI ONE® represents Omni, Network, Enterprise – the three key elements that set USI apart. Through USI ONE we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry‑Leading Programs, Rewards, and Recognition
Competitive pay, incentives, and benefits.
Summit Awards program, rewarding excellence in building the brand.
Employee programs that recognize outstanding achievement and help associates lead healthy, productive lives.
Wellness program, college scholarships for associates’ children, and financial help in times of need.
Deep Community Engagement We are committed to giving back to local communities and supporting a culture of environmental sustainability. From supporting local non‑profit organizations, animal shelters, and environmental beautification projects to partnering with eco‑conscious vendors and reducing our own environmental footprint, we’re working
together as ONE
to build a better future.
Committed to a Diverse and Inclusive Workplace Our award‑winning
I’m With U
diversity and inclusion program educates associates to better understand and serve clients, prospects, teammates, and communities through curated education, training resources, employee support programs, and community outreach initiatives, building a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers eight consecutive years (2018‑2025).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance six years in a row (2020‑2025).
Named to Fortune’s Best Workplaces in Financial Services & Insurance list for the last two years (2024‑2025).
Certified as a Great Place to Work two years in a row (2024‑2025).
Benefits USI offers 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. We also offer generous paid time off, paid family leave, and paid holiday time.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Sales and Business Development
Insurance
#J-18808-Ljbffr