Sales & Marketing Specialist

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.