Sales Operations Specialist

The Job

Marsh McLennan Agency’s Northwest region is looking for a Sales Operations Specialist to support regional and national projects.

In this role, the Sales Operations Specialist will lead projects across Business Insurance and Employee Health and Benefits business lines working with sales executives and department leads to create better alignment, efficiencies and essential sales tool and resource deployment.

You will leverage sales / marketing analytics to optimize training, coaching and campaigns, improve overall sales performance the success of sales operations.

We will give you access to mentorship, training, resources, and development to ensure your success, but you will need to supply the drive and desire to be an MMA professional.

Our ideal candidate is hungry, humble and smart- they don’t stop short of excellence and are driven to do what’s best for their clients, colleagues, and communities.

What You'll Be Doing

• Engage with the Sales Operations Managers , among other producer development leaders to support individual producer goals.
• Manage, lead and provide technical training to colleagues on various sales technology platforms (Salesforce, Riva, ZoomInfo, LinkedIn Sales Navigator, Zywave, and other sales technology tools).
• Responsible for Salesforce training and content sharing for sales team members. Stay current on system updates provided by corporate.
• Support regional sales team in daily Salesforce processes.
• Promote participation in regional and national trainings and other sales initiatives.
• Help with coordination, scheduling, and content development for ongoing sales meetings and activity. Work with internal and external resources to continue to refine producer education.
• Demonstrate and communicate product expertise. We will count on you to create a standardized training process for all sales tools.
• Facilitate, research and execute all project requests in a timely and accurate manner in collaboration with management and other internal departments as appropriate.
• Provide additional support to the Sales Operations team as needed including client benchmark reports, RPFs and other point of sale deliverables.
• Plus (the fine print) : you’ll follow organization policies and procedures, sales and service standards and established workflows.

You’ll ensure quality control through proper file documentation and maintenance. You’ll maintain confidentiality and be an all-around awesome member of our team.

Who We're Looking For

• You’re an achiever. You are detail-oriented and motivated to coordinate and prioritize project tasks and ensure key milestones are achieved on schedule.
• You’re smart. You understand business and people.
• You’re good with people, even on the tough days. Good customer service is just part of who you are, and you love making people happy.
• You’re a team player. You maintain positive relationships with your colleagues and you enjoy it.
• You’re that person everyone can depend on to pay attention to details, to make deadlines, to be accurate and complete when interacting with clients, colleagues and carriers.
• You love to learn. You’re earnest about improving and pursuing professional development.
• You can adapt because our industry changes constantly and so do the needs of our clients. You’re good at staying on your toes.
• You’re ready for a meaningful change. No more corporate vanilla structure for you. (Yes, an insurance company really just said that.)
• You embrace our core values : accountability, balance, excellence, integrity, respect and humanity.

We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you.

The Perks :

We take pride in providing our colleagues with a competitive compensation package; we will honor all local and state salary thresholds.

The base pay offered will be determined on factors such as experience, skills, training, location, certifications, and education.

The salary range for this position is $39,300-$65,900 / year. Additionally, this position may be eligible for performance-based incentives, annual profit sharing and a benefits package that includes paid paternity / maternity leave, medical leave, 401K savings and other wellbeing programs.

Decisions will be determined on a case-by-case basis.

Who you are is who we are.

We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients.

We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.

MMANW