USI Insurance Services · 1 day ago
SM Sales & Marketing Specialist
Tempe, AZ
Full-time
Onsite
Mid Level
3+ years expUSI Insurance Services is one of the largest insurance brokerage and consulting firms in the world, committed to providing dynamic personal and professional development for its associates. The SM Sales & Marketing Specialist role involves supporting Employee Benefits and Property & Casualty sales associates, managing the Microsoft Dynamics CRM system, and executing marketing strategies to enhance sales and customer retention.
Commercial InsuranceConsultingEmployee BenefitsFinancial ServicesHealth InsuranceInsuranceRisk Management
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 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
Qualification
Required
3-5 years of experience providing sales and/or marketing support at the executive level
Proven ability to manage projects and drive adherence to procedures
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
Detail oriented with ability to diagnose and resolve issues
Preferred
Administrative and insurance experience
Bachelor's degree
Technical ability and experience with Microsoft Dynamics CRM system
Other CRM system experience a plus
Benefits
Employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives
Award-winning wellness program
College scholarships for associates' children
Financial help in times of need
Medical, wellness, dental and 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
USI Insurance Services is an insurance brokerage and consulting firm that delivers diversified insurance and financial services.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$1BKey Investors
Kohlberg Kravis Roberts
2023-09-11Private Equity· $1B
2017-03-17Secondary Market
2017-03-17Acquired
Leadership Team
Stew Gibson
Senior Vice President and Chief Information Officer
Dave Petno
Vice President, Employee Benefits Consultant
Recent News
USI Insurance Services
2025-10-25
2025-10-21
Company data provided by crunchbase