Dynamics 365 Marketing Jobs

1 job found

1d ago

Sales & Marketing Specialist

USI Holdings Corporation Glen Allen, VA

Glen Allen, VA

1d ago

$65k - $68k/yr Full time Marketing Application Support Coordinator

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Job Description

Sales & Marketing Specialist supporting Employee Benefits and Property & Casualty sales teams, leveraging Microsoft Dynamics CRM to support sales, generate reports, and drive marketing initiatives; hybrid schedule (3 days in office, 2 days from home) based in USI's Glen Allen or Norfolk offices, with a salary range of USD 65,000–68,000 per year.

Responsibilities

Support Employee Benefits and Property & Casualty sales management teams.
Coordinate and prepare management reports for sales meetings.
Participate in corporate new business calls, stewardship triage calls, and leadership calls.
Ensure opportunity stages and forecast accuracy.
Provide CRM training for newly hired or acquired sales associates.
Complete quality opportunity assignments for newly hired or acquired sales personnel.
Manage and maintain the Microsoft Dynamics CRM system to ensure data accuracy.
Merge duplicate records, reassign opportunities from terminated associates, and process data-management requests.
Verify that Opportunity Stage aligns with recorded appointments and wins.
Confirm new business wins in CRM align with the agency management system.
Track all initiatives within the CRM.
Serve as a CRM subject-matter expert and provide updates to sales associates.
Oversee procedural changes, workflow development, and lead-management enhancements.
Compile and generate a range of sales and management reports, including New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship metrics.
Research existing and prospective clients to support sales efforts.
Prepare presentations and supporting sales materials.
Maintain consistency of USI collateral materials with branding and marketing messaging.
Execute office marketing strategies to create value for customers and prospects, driving sales.
Provide pre-event and post-event seminar strategies and webinar support.

Requirements

3-5 years of experience providing sales and/or marketing support at the executive level.
Administrative and insurance experience preferred.
Proven ability to manage projects and enforce procedures.
Technical ability and experience with Microsoft Dynamics CRM preferred.
Experience with other CRM systems is a plus.
Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
Organized self-starter with the ability to handle multiple priorities and deadlines.
Ability to work independently in a high-pressure environment.
Adaptability to immediate needs of sales associates and management.
Detail-oriented with strong diagnostic and issue-resolution skills.

Technologies

Microsoft Dynamics CRM
PowerPoint
Excel
Outlook

Benefits

Medical benefits
Wellness benefits
Dental benefits
Vision benefits
401(k)
Flexible spending accounts
Health savings accounts
Short-term disability
Long-term disability
Life insurance
Other employer-sponsored and voluntary programs
Generous paid time off
Paid family leave
Paid holiday time

Why USI?

Approximately $3 billion in revenue with over 10,500 associates across around 200 offices, making USI one of the largest insurance brokerage and consulting firms.
USI ONE Advantage offers a robust risk management and benefit solutions platform designed to deliver tangible bottom-line impact for clients.
Industry-leading programs, rewards, and recognition, including the Summit Awards and comprehensive wellness offerings.
Strong community engagement and a commitment to environmental sustainability through volunteering and eco-conscious partnerships.
Diversity and inclusion supported by the I’m With U program, offering education, resources, and community initiatives to foster an inclusive culture.
National recognition as a top employer in insurance, with awards from Insurance Business America, Business Insurance, Fortune, and Great Place To Work.
Explore our awards and accolades on the official awards page.

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