9 дней назад
Sales & Marketing Specialist - Temporary
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales & Marketing Specialist - Temporary (Microsoft Dynamics/Insurance): Supporting Employee Benefits and Property & Casualty sales teams through CRM administration, management reporting, client research, and marketing materials with an accent on data accuracy, sales forecasting, and insurance-sector operations. Focus on maintaining CRM workflows, training sales associates, validating opportunities and wins, and coordinating seminars and webinars.
Location: Remote role associated with Atlanta, Georgia, United States
Company
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 coordination, forecasting, and management reports.
- Train newly hired or 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 validating opportunity stages.
- Verify new business wins against the agency management system and track sales initiatives in CRM.
- Act as the Microsoft Dynamics CRM subject matter expert, supporting workflows, lead management, procedural updates, and user guidance.
- Research clients and prospects, prepare presentations and sales materials, and support office marketing, seminars, and webinars.
Requirements
- 3–5 years of experience providing sales or marketing support at the executive level.
- Experience with Microsoft Dynamics CRM preferred; other CRM experience is a plus.
- Working knowledge of Microsoft Office, 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.
- Bachelor’s degree preferred; administrative or insurance experience is preferred.
Culture & Benefits
- Competitive pay, incentives, and employee recognition programs.
- Medical, dental, vision, wellness, life insurance, disability, and financial benefits.
- 401(k), flexible spending accounts, and health savings accounts.
- Paid time off, paid family leave, and paid holidays.
- Professional development, wellness programs, community engagement, and diversity and inclusion initiatives.
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