Sales and Marketing Coordinator

2 hours ago


Houston, Texas, United States USI Insurance Services Full time
Job Summary

We are seeking a highly skilled Sales and Marketing Specialist to join our team at USI Insurance Services. As a key member of our sales team, you will be responsible for providing exceptional support to our sales associates, driving efficiency and customer retention through various marketing channels.

Key Responsibilities
  • Support the sales management team in coordinating and preparing management reports for sales meetings.
  • Utilize Microsoft Dynamics CRM system to manage sales data, merge duplicate records, and reassign terminated sales associates' opportunities.
  • Provide training and support to newly hired sales associates on Microsoft Dynamics CRM system.
  • Compile and generate various sales and management reports, including new business, cross-sell, risk assessment, referral, and stewardship.
  • Conduct research and provide information to sales teams on existing and prospective clients.
  • Prepare 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.
  • 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.
What We Offer

As a Sales and Marketing Specialist at USI Insurance Services, you will have the opportunity to work with a dynamic team, drive business growth, and develop your skills in sales and marketing.



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