Sales & Marketing Specialist

at USI Insurance Services in Memphis, Tennessee, United States

Job Description

Why USI?

USI is one of the largest insurance brokerage and consulting firms in the world. Something special is happening here with our more than 8,000 associates across the U.S. and abroad – and we invite you to learn more.

Unrivaled Resources and Support

The USI ONE Advantage® allows USI to deliver unique solutions to our clients. This value proposition provides unmatched growth and opportunity for our associates and, at its core, represents a significant investment in our people.

Unique Employee Programs and Deep Community Engagement

We turn care into action with our award-winning wellness program, college scholarships for associates’ children, and financial help in times of need. Our annual community service initiative engages associates in hands-on regional service projects helping hundreds of thousands of people each year.

Industry-Leading Associate Rewards and Recognition

In addition to competitive pay, incentives, and benefits, USI recognizes associates through our Summit Awards program, rewarding excellence in those who build our brand each day.

Committed to a Diverse and Inclusive Work Environment
USI values diversity and is dedicated to ensuring a fair, diverse, and inclusive work environment for all. Our diversity and inclusion program, “I’m With U,” advances these initiatives to champion our team members and the communities we serve.

Nationally Recognized as a Top Insurance Workplace

USI has been recognized as one of:

  • The Top Insurance Employers by Insurance Business America four years in a row (2018-2021).
  • Business Insurance’s 2021 list of Best Places to Work in Insurance for the second year in a row.
  • Forbes Best Large Employers in America (2018-2019).
  • Ranked as one of Forbes Best Large Employers in America (2018-2019).

Description: The
Sales and Marketing Specialist is a strong resource for Benefits and Property &
Casualty producers to make them more efficient and effective in driving new
sales by lead/sales generation and ensuring customer retention through various
marketing channels.


Support EB and PC Sales Management with
coordination, producer follow-up and preparation of management reports for the
following meetings: Huddle meetings, Producer 1 on 1 meetings, monthly
corporate NB calls (ensure stages/forecast are accurate), Stewardship Calls triage
calls (critical at risk accounts), and Leader Calls.

Assign Cross-Sell Producer to all Stewardship
Accounts according to Sales Leaders instructions.

Analyze trends and success rates for cross sell
efforts. Report findings and recommendation
to sales leaders. Verify Opportunity Stage is accurate and coincides with
recorded Appointments and Wins.

Generate ideas and other source (databases) for
Lead Generation, present recommendation to sales management for investment

Ensure activities related to Get, Prep, Advance,
Close, Keep, Blue Wheel, and Engagement Platform and are accurate by coaching
producers to enter data for their activities timely and accurately

Verify all Wins tie to Sagitta and provide
tracking of all initiatives within U Engage.

Ensure accurate data by merging duplicate
records, reassigning terminated producers, updating risk assessments as needed,
and completing specific data management requests. Compare Wins in U Engage to
booked new rev in Sagitta and follow up with necessary adjustments.

Responsible for maintaining
an open line of communication with producers regarding procedural changes,
advancement, developing work flows, and lead management with U Engage.

Compile and
generate various sales and management reports, including but not limited to
New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK and Stewardship.

Work closely with Sales Leaders and HR to complete
U Engage training for newly hired/acquired producers and ensure each producer
has 50+ Quality Prospects within 30 days of hire date.

Work with Sales Management to
coordinate and support sales staff training including marketing opportunities,
technical training, value propositions, sales presentation production and
delivery and role playing practice sessions.

Ensure compliance with USI Graphic Standards.

Conduct research and provide information to Employee Benefits (EB) and
Property & Casualty (PC) sales team on existing and prospective clients. Utilize
this information for the development of new sales relationships, management of
client databases, including U Engage and assisting with the integrity of the
data, including social media.

Help each producer meet their marketing / branding goals.

Prepare presentations and supporting sales materials. Maintain
continuity of USI collateral materials to maintain an effective and unified
marketing message.

Execute office marketing strategies to create value for customers and prospects around USI services to
further enhance and generate sales through U Engage, including:

Ø Seminars
including pre-event and post event strategies

Ø Lunch
& Learns

Ø Drip

Ø Coordination
of industry white papers

Ø Center
of Influence & Networking Event leadership

Ø Create
marketing calendar of events for Benefits and P&C

Develop mailings for educating existing clients on important benefits,
legal, and compliance information through U Engage.

Skills and Abilities:

Bachelor’s degree (Marketing or Communications preferred)

At least 3-5 years
experience providing sales and or marketing support at the executive level;
administrative and insurance experience preferred.

Strong skills in Microsoft PowerPoint, Brainshark application.

Proven ability to manage
projects and drive adherence to procedures.

skills and ability to prioritize tasks so that deadlines are met and schedules are
maintained smoothly.

to work independently and under pressure and balance multiple priorities with
acute attention to detail. Flexibility and proven ability to diagnose and
resolve issues.

to start projects, budget time, and meet deadlines and production schedules.

be able to adapt to immediate needs of producers and management.

have strong initiative and be properly assertive in presenting new ideas to
management and producers.


USI is committed to providing a full-suite of competitive benefits for our growing population and its diverse needs. We offer a wide range of health, welfare and financial benefits including medical, wellness, dental and vision, 401(k), flexible spending and health savings accounts, short and long-term disability, life insurance and other unique employer-sponsored and voluntary programs. USI also offers a generous paid time off policy, paid family leave benefit as well as paid holiday time.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status.

EOE including Disability/Veteran

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Job Posting: JC194879361

Posted On: Oct 15, 2021

Updated On: Oct 30, 2021