Sales Management Sales & Marketing Specialist (Insurance)

Location: Tampa, Florida, United States

Company

hirify.global is a large insurance brokerage and consulting firm providing risk management and employee benefits solutions through a nationwide network of offices.

What you will do

• Support Employee Benefits and Property & Casualty sales management teams with meeting preparation, management reports, forecasts, and opportunity tracking.
• Train newly hired and acquired sales associates on Microsoft Dynamics CRM and complete quality opportunity assignments.
• Maintain CRM data by merging duplicate records, reassigning opportunities, processing data requests, and verifying opportunity stages.
• Reconcile new business wins in CRM with the agency management system and track sales initiatives.
• Act as a Microsoft Dynamics CRM subject matter expert, supporting workflows, lead management, procedural updates, and user questions.
• Research clients and prospects, prepare presentations and sales materials, and support seminars, webinars, and office marketing strategies.

Requirements

• 3–5 years of experience providing executive-level sales and/or marketing support.
• Experience with Microsoft Dynamics CRM or another CRM system; Microsoft Office knowledge, including PowerPoint, Excel, and Outlook.
• Ability to manage projects, follow procedures, handle multiple priorities, and meet firm deadlines.
• Ability to work independently in a high-pressure environment and adapt to immediate sales and management needs.
• Strong organizational, analytical, troubleshooting, and attention-to-detail skills.
• Bachelor’s degree preferred; administrative and insurance experience preferred.

Culture & Benefits

• Competitive pay, incentives, and employer-sponsored benefits.
• Medical, dental, vision, wellness, life insurance, disability coverage, 401(k), flexible spending accounts, and health savings accounts.
• Paid time off, paid family leave, and paid holidays.
• Employee recognition, professional development, wellness, scholarship, and financial assistance programs.
• Commitment to community engagement, environmental sustainability, and diversity and inclusion.