General Description: Serve as a strong resource for Employee Benefits sales associates. Utilize Microsoft Dynamics customer relationship management (CRM) system to support sales team. Drive efficiency with sales generation and ensure customer retention through various marketing channels.
Responsibilities:
Support Practice Leaders to ensure all parts of the USI sales process are running efficiently in the Houston office.  Emphasis at the front end of the sales process, including quality prospect assignment, prospect engagement, and 1st appt activity.Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates. Complete quality opportunity assignments for newly hired/acquired sales associates. Ensure all producers have proper quantity of quality prospects, with efficient process of assignment and reassignment to maximize 1st appointment success.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. Regularly review sales funnel metrics and usage of sales tools to identify gaps in the process, working with Practice Leaders to fix.Regularly review producer effort / 1st appointment reporting to identify issues with activity and working with producers to fix quality prospect.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.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.
Knowledge, Skills and Abilities:5+ years of experience providing sales and/or marketing support at the executive level. Bachelor’s degree in business or marketing or related required. Required to effectively communicate, interact, and work with individuals and groups.Proven ability to manage projects and drive adherence to procedures.Experience with any CRM system. 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. Must be able to adapt to immediate needs of sales associates and management.  Detail oriented with ability to diagnose and resolve issues.


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