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USI Insurance Services · 23 hours ago

CRM Champion

United States

Full-time

Remote

Mid Level

$90K/yr - $90K/yr

3+ years exp

USI Insurance Services is seeking a CRM System Lead to enhance their customer relationship management system. The role involves driving user adoption, providing ongoing support, and ensuring data integrity to support business growth across multiple offices.

Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Develop and deliver engaging training materials, webinars, and in-person sessions to boost user proficiency and engagement

Provide daily CRM support, including client processing, duplicate detection, troubleshooting, and responding to user inquiries

Manage change requests and collaborate with Business Process Engineer and IT to prioritize and implement system improvements based on user feedback

Work with users to create custom views, dashboards, and configurations that enhance efficiency

Manage data projects to import new information and maintain data integrity, accuracy, and consistency within the CRM system

Merge duplicate records, reassign records, and handle data management requests

Coordinate with OpCo, Market Leaders, and Marketing leadership to define business rules and field requirements

Stay up to date on system field functionality and its impact on reporting and business processes

Recommend and promote unused features and enhancements to improve system awareness and usability

Provide advanced training to leadership on system navigation, reporting, and data interpretation

Conduct system demonstrations and training sessions as needed

Qualification

CRM administrationMicrosoft DynamicsMicrosoft OfficeData managementTraining deliveryOrganizational skills

Required

3+ years of CRM administration, training, and support experience, preferably with Microsoft Dynamics

Bachelor's degree required

Proficiency in Microsoft Office, including Excel and PowerPoint

Exceptional organizational skills and attention to detail, especially in data review and reporting

Proven ability to deliver effective training and support to users with varying levels of technical expertise

Preferred

Health insurance experience is a plus

Benefits

Medical

Wellness

Dental

Vision

401(k)

Flexible spending and health savings accounts

Short and long-term disability

Life insurance

Other unique employer-sponsored and voluntary programs

Generous paid time off policy

Paid family leave benefit

Paid holiday time

Company

USI Insurance Services

Glassdoor4.0

USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.

Founded in 1994

Valhalla, New York, USA

10001+ employees

https://www.usi.com/

H1B Sponsorship

USI Insurance Services has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2)

2023 (3)