Sales and Marketing Coordinator

3 weeks ago

Blue Bell, Pennsylvania, United States USI Holdings Corporation Full time
Job Summary:

As a Sales and Marketing Specialist at USI Holdings Corporation, you will play a crucial role in supporting the sales team by providing exceptional customer service, driving sales growth, and implementing effective marketing strategies. Your primary responsibility will be to serve as a strong resource for Employee Benefits and Property & Casualty sales associates, utilizing the Microsoft Dynamics CRM system to support sales team efforts. You will drive efficiency with sales generation and ensure customer retention through various marketing channels. This position offers a hybrid schedule, with the employee working two days per week in our Blue Bell, PA office.

Key Responsibilities:

•Support Employee Benefits and Property & Casualty sales management team by coordinating and preparing management reports for sales meetings, ensuring stages/forecast are accurate.

•Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates, ensuring they are equipped to utilize the system effectively.

•Complete quality opportunity assignments for newly hired/acquired sales associates, verifying Opportunity Stage coincides with recorded Appointments and Wins.

•Manage and maintain Microsoft Dynamics CRM system to ensure accurate data, merging duplicate records, reassigning terminated sales associates' Opportunities, and completing data management requests.

•Verify new business wins in Microsoft Dynamics CRM aligns with agency management system, providing tracking of all initiatives within CRM.

•Act as Microsoft Dynamics CRM subject matter expert, providing updates to sales associates on procedural changes, advancements, developing workflows, and lead management.

•Compile and generate various sales and management reports, including New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.

•Conduct research and provide information to sales teams on existing and prospective clients, preparing presentations and supporting sales materials, maintaining continuity of USI collateral materials with branding and marketing message.

Requirements:

•3-5 years of experience providing sales and/or marketing support at the executive level, with administrative and insurance experience preferred.

•Bachelor's degree preferred.

•Proven ability to manage projects and drive adherence to procedures, with technical ability and experience with Microsoft Dynamics CRM system preferred.

•Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook, with organized self-starter ability to handle multiple priorities with firm deadlines.

•Ability to work independently in a high-pressure environment, adapting to immediate needs of sales associates and management, with detail-oriented ability to diagnose and resolve issues.

  • Sales and Marketing Specialist

    3 weeks ago

    Blue Bell, Pennsylvania, United States USI Holdings Corporation Full time

    Job Summary:We have an exciting opportunity for a Sales and Marketing Specialist to join our team at USI Holdings Corporation. As a key member of our sales team, you will play a critical role in driving sales growth and customer satisfaction.Key Responsibilities:Support Employee Benefits and Property Casualty sales management team in coordinating and...

  • Sales Director

    3 weeks ago

    Blue Bell, Pennsylvania, United States ORS Partners Full time

    At ORS Partners, we are seeking a highly motivated and experienced individual to join our team as the Director of Commercial Sales.This role will involve overseeing and driving the commercial sales strategy for our business, working closely with our executive team to develop and execute sales plans, establish sales goals, and drive revenue growth in the...

  • Commercial Sales Director

    3 weeks ago

    Blue Bell, Pennsylvania, United States ORS Partners Full time

    Job Summary:Peirce-Phelps, a subsidiary of Watsco, Inc., is seeking a highly motivated and experienced individual to join their team as the Director of Commercial Sales. In this role, you will be responsible for overseeing and driving the commercial sales strategy for our business.Key Responsibilities:Develop and implement strategic sales plans to achieve...

  • Marketing Director for Growth Industries

    3 weeks ago

    Blue Bell, Pennsylvania, United States SKF Full time

    Job Summary:The Marketing Manager is responsible for developing and executing comprehensive marketing strategies to drive business growth, enhance brand awareness and increase market share, reporting directly to the Director of Marketing, AmericasKey Responsibilities:Develop and implement integrated marketing plans aligned with the Americas' strategy and...

  • Marketing Director for Growth Industries

    3 weeks ago

    Blue Bell, Pennsylvania, United States SKF Full time

    About the Role:The Marketing Manager is responsible for developing and executing comprehensive marketing strategies to drive business growth, enhance brand awareness, and increase market share in the Americas region.Key Responsibilities:Develop and implement integrated marketing plans aligned with the Americas' strategy and market trends to grow lead...

  • Director of Commercial Sales Leadership

    3 weeks ago

    Blue Bell, Pennsylvania, United States ORS Partners Full time

    At ORS Partners, we are seeking a highly motivated and experienced individual to fill the role of Director of Commercial Sales. This position will be responsible for overseeing and driving the commercial sales strategy for our business.The ideal candidate will have a proven track record of success in leading sales teams and achieving sales targets. They will...

  • Marketing and Proposal Specialist

    3 weeks ago

    Blue Bell, Pennsylvania, United States Terracon Full time

    Marketing and Proposal Specialist Job DescriptionAre you a creative and innovative marketing professional looking for a new challenge? Do you have a passion for developing and executing marketing strategies that drive results? We are seeking a highly skilled Marketing and Proposal Specialist to join our dynamic team at Terracon.Key...

  • Channel Sales Manager

    4 weeks ago

    Blue Bell, Pennsylvania, United States KERRIDGE COMMERCIAL SYSTEMS CORP Full time

    Job OverviewKerridge Commercial Systems (KCS) is a leading provider of trading and financial software solutions for the distribution, wholesale, merchant, and retail industries. We are seeking an experienced Channel Sales Manager to join our dynamic NA sales organization.This role will be responsible for acquiring and managing strategic partnerships, growing...

  • Sales Manager

    4 weeks ago

    Blue Bell, Pennsylvania, United States StretchLab Full time

    Job Title: Sales ManagerAt StretchLab, we're seeking a highly motivated and sales-driven individual to join our team as a Sales Manager. As a key member of our sales team, you will be responsible for driving new membership sales and retaining current members.Key Responsibilities:Assist the General Manager with lead generation, follow-up, and closeContact...

  • Sales Manager

    4 weeks ago

    Blue Bell, Pennsylvania, United States StretchLab Full time

    Job Summary:The Sales Manager is responsible for assisting the General Manager with new membership sales by bringing new members to the studio and booking them into Intro Classes. This role also involves assisting with retaining current members. A fitness knowledge or background is preferred but not required.Key Responsibilities: Assist the General Manager...

  • Channel Sales Manager

    4 weeks ago

    Blue Bell, Pennsylvania, United States KERRIDGE COMMERCIAL SYSTEMS CORP Full time

    Job Title: Channel Sales ManagerKerridge Commercial Systems (KCS) is a leading provider of trading and financial software solutions for the distribution, wholesale, and retail industries. We are seeking an experienced Channel Sales Manager to join our dynamic sales organization in the NA market.This role will be responsible for acquiring and managing...

  • Small Business Employee Benefits Sales Representative

    4 weeks ago

    Blue Bell, Pennsylvania, United States USI Holdings Corporation Full time

    Job Title: Small Business Employee Benefits Sales RepresentativeUSI Holdings Corporation is seeking a highly motivated and results-driven Small Business Employee Benefits Sales Representative to join our team. As a key member of our sales team, you will be responsible for cultivating new employee benefits sales talent with a long-term career at...

  • Regional Sales Manager

    3 weeks ago

    Blue Bell, Pennsylvania, United States SKF Full time

    About the Role:SKF is seeking a highly skilled Regional Sales Manager to join our team. As a Regional Sales Manager, you will be responsible for developing and managing contracts spanning multiple Global SKF Aerospace manufacturing locations. You will also be responsible for winning majority market share positions for all SKF products on key aircraft...

  • Commercial Insurance Sales Producer

    4 weeks ago

    Blue Bell, Pennsylvania, United States USI Holdings Corporation Full time

    Job SummaryThe Commercial Insurance Sales Producer role at USI Holdings Corporation is a key position in our sales and insurance program. As a seasoned sales professional, you will be responsible for driving new business sales revenue growth of commercial business clients ($10mm and under in sales). This role requires a strong understanding of the insurance...

  • Regional Sales Manager

    4 weeks ago

    Blue Bell, Pennsylvania, United States SKF Full time

    Job Summary:SKF is seeking a Regional Sales Account Manager to join our team. This role requires excellent communication skills and a clear business and profit-oriented focus. The ideal candidate will be located in New York, Pennsylvania, Connecticut, Delaware or Washington DC.Responsibilities: Win majority market share positions for all SKF products on key...

  • Medical Office Coordinator

    4 weeks ago

    Blue Bell, Pennsylvania, United States Neurology, Psychiatry, and Balance Therapy Center Full time

    Job Title: Medical Front DeskWe are seeking a highly organized and detail-oriented Medical Front Desk professional to join our team at the Neurology, Psychiatry, and Balance Therapy Center. As a Medical Front Desk, you will be the first point of contact for patients and visitors, providing exceptional customer service and ensuring a smooth and efficient...

  • Senior Account Executive

    4 weeks ago

    Blue Bell, Pennsylvania, United States ICON plc Full time

    Senior Account ExecutiveAt ICON plc, we're committed to fostering an inclusive environment that drives innovation and excellence. As a Senior Account Executive, you'll play a key role in shaping the future of clinical development.About the RoleThe Senior Account Executive is a seasoned executive who serves as the principal point of contact with select...

  • Fitness Coach

    3 weeks ago

    Blue Bell, Pennsylvania, United States Orange theory Full time

    About the Role:We are seeking a highly motivated and enthusiastic individual to join our team as a Fitness Coach. As a key member of our studio team, you will be responsible for delivering exceptional customer service, promoting our brand, and driving sales growth.Key Responsibilities:Provide exceptional customer service to our members, ensuring they have an...

  • Fitness Studio Team Member

    3 weeks ago

    Blue Bell, Pennsylvania, United States Orangetheory Fitness Full time

    About the Role:We are seeking a highly motivated and enthusiastic individual to join our team as a Fitness Studio Team Member. As a key member of our front desk team, you will be responsible for providing exceptional customer service, answering phone calls, and assisting with sales and marketing initiatives.Key Responsibilities:Provide exceptional customer...

  • Senior Account Executive

    4 weeks ago

    Blue Bell, Pennsylvania, United States Konica Minolta Business Solutions Ltd Full time

    Job Title: Senior Account ExecutiveWe are seeking a highly motivated and results-driven Senior Account Executive to join our team at Konica Minolta Business Solutions Ltd. As a key member of our sales team, you will be responsible for identifying and pursuing new business opportunities, building and maintaining strong relationships with clients, and driving...