Overview
Marketing Assistant Jobs in Tampa, FL at Spunky Spirits
General Description: Serve as a strong resource for Employee Benefits and Property & Casualty 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 Employee Benefits and Property & Casualty sales management team.
Execute office marketing strategies to create value for customers/prospects to generate sales. Includes pre-event and post-event seminar strategies and webinar support.
Prepare presentations and supporting sales materials. Maintain continuity of USI collateral materials with branding and marketing message.
Compile and generate various sales and management reports. Includes New/Lost business, Cross Sell, Risk Assessment, Referral, PEAK, and Stewardship.
Conduct research and provide information to sales teams on existing and prospective clients.
Provide Microsoft Dynamics CRM system training for newly hired/acquired sales associates.
Complete quality opportunity assignments for newly hired/acquired sales associates.
Coordinate and prepare management reports for sales meetings. Includes corporate new business calls, stewardship triage calls, and leader calls. Ensure stages/forecast are accurate.
Manage and maintain Microsoft Dynamics CRM system to ensure accurate data.
Provide tracking of all initiatives within CRM. Verify new business wins in Microsoft Dynamics CRM aligns with agency management system.
Act as Microsoft Dynamics CRM subject matter expert and provide updates to sales associates. Includes procedural changes, advancement, developing workflows, and lead management.
Knowledge, Skills and Abilities:
2-3 years of experience providing sales and marketing support at the executive level. Administrative and insurance experience preferred.
Bachelor’s degree preferred.
Proven ability to manage projects and drive adherence to procedures.
Technical ability and experience with Microsoft Dynamics CRM system preferred. Other CRM system experience a plus.
LinkedIn and Sales Navigator experience a plus.
Working knowledge of Microsoft Office suite, including PowerPoint, Excel, and Outlook.
High degree of PPT knowledge
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.
Physical Demands:
Work is performed in a climate-controlled office environment with minimal noise and limited to no exposure to chemicals or toxins. Employees operate office equipment including telephone – headset, computer, computer monitors, keyboard, mouse, copier, scanner, and mail machine. Physical tasks of job include walking, sitting, standing, and bending.
Analysis of Physical Demands:
Constantly (over 66% of time) work performed requires employees to use repetitive hand motions such as typing, using a keyboard, and sitting at a desk.
Frequently (34%-66% of time) work performed requires employees to handle and grasp things, walk on normal surfaces, stand, and bend.
Occasionally (1%-33% of time) work performed requires employees to walk on uneven or slippery surfaces to and from work and occasionally reach outward to grab things and bend.
Rarely (< than 1 hour per week) work performed requires lifting/carrying items that range from 10-50lbs, pushing/pulling items that range from 10-50lbs, twisting/turning including reaching over shoulder or above head, kneeling or squatting
Why USI?
With more than $2.7 billion in revenue and over 10,000 associates across approximately 200 offices nationwide, USI is one of the largest insurance brokerage and consulting firms in the world. At USI, we have created one of the most dynamic personal and professional development cultures in the industry. We invest heavily in our associates, and we take pride in celebrating their growth and success through our one-of-a-kind employee reward and recognition programs.
Unrivaled Resources and Support
What truly distinguishes USI as a premier insurance brokerage and consulting firm is the USI ONE Advantage®, a game-changing value proposition that delivers to clients a robust set of risk management and benefit solutions with bottom-line financial impact. USI ONE® represents Omni, Network, Enterprise—the three key elements that set USI apart from the competition. Through USI ONE, we develop strategic, timely, and effective risk management and benefit programs in terms that are easy to understand, and we demonstrate how the solutions can have a positive economic impact.
Industry-Leading Programs, 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. USI offers employee programs that recognize outstanding achievement and help our associates lead healthy, productive lives. We turn care into action with our award-winning wellness program, college scholarships for associates' children, and financial help in times of need.
Deep Community Engagement
We are committed to giving back to our local communities and supporting a culture of environmental sustainability. From sharing our time, talent, and resources to support local non-profit organizations, animal shelters, and environmental beautification and restoration projects – to partnering with eco-conscious vendors and taking steps to reduce our own environmental footprint – we’re working together as ONE to build a better future.
Committed to a Diverse, Equitable, and Inclusive Workplace
Our award-winning I’m With U diversity, equity, and inclusion program educates our associates to help them better understand and serve our clients, prospects, fellow team members, and local communities through curated education and training resources, employee support programs, and community outreach initiatives to build a more diverse, equitable, and inclusive culture.
Nationally Recognized as a Top Insurance Employer
Recognized as one of Insurance Business America’s Top Insurance Employers for the seventh consecutive year (2018-2024).
Named to Business Insurance’s annual list of the Best Places to Work in Insurance five years in a row (2020-2024).
Named to Fortune’s 2024 Best Workplaces in Financial Services & Insurance list.
Honored by Glassdoor as a Best-Led Company in the U.S. in 2024.
Recognized by Newsweek as one of America’s Greatest Workplaces for Diversity in 2024
Visit our Awards and Accolades page for a complete list of our latest industry awards and recognitions!
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.
Job ID:
29802
Title: Marketing Assistant
Company: Spunky Spirits
Location: Tampa, FL
