and commitments. Maintain accurate opportunity, activity, and forecast data in CRM; participates in weekly commits, pipeline reviews... data tools (ZoomInfo) or equivalent experience preferred. Salesforce CRM software experience required. Physical Demands...

technology Preferred qualifications: College degree preferred Applicant Tracking System proficiency, Workday preferred CRM...

-carrier platform to deliver optimal client solutions. Workflow Optimization: Harness our proprietary CRM and marketing... on all policy renewals. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing...

. Experience utilizing Learning Management Systems (LMS), CRM platforms (Salesforce preferred), mobile applications, and digital...

-carrier platform to deliver optimal client solutions. Workflow Optimization: Harness our proprietary CRM and marketing... on all policy renewals. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing...

-carrier platform to deliver optimal client solutions. Workflow Optimization: Harness our proprietary CRM and marketing... on all policy renewals. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing...

process improvement. 28. Technical proficiency with CRM systems, analytics platforms, digital collaboration tools...

Leadership. ● Promote a culture of accountability, innovation, and continuous improvement. ● Utilize data, analytics, and CRM...

) Proficiency with Salesforce CRM required; strong working knowledge of MS Office Excellent communication and executive...

Management: Utilize our advanced CRM and automation tools to manage high-volume lead flows and client renewals. Scale & Lead... to CRM, automated marketing funnels, and multi-carrier quoting tools. Carrier Depth: Immediate access to A-rated carriers...

conversations. Basic computer skills, including Microsoft Office and CRM systems....

Proficiency: Skilled in Microsoft Office (Excel, PPT, Word, Outlook), Applicant Tracking Systems (ATS), and CRM systems...

experience 3+ years in national or regional sales leadership Experience managing independent rep networks Proficiency in CRM...

Management: Utilize our advanced CRM and automation tools to manage high-volume lead flows and client renewals. Scale & Lead... to CRM, automated marketing funnels, and multi-carrier quoting tools. Carrier Depth: Immediate access to A-rated carriers...

-carrier platform to deliver optimal client solutions. Workflow Optimization: Harness our proprietary CRM and marketing... on all policy renewals. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing...

team to develop sales materials and campaigns. Reporting and Analysis: Document all sales activity performed in our CRM...

to increased sales. Submit reports as needed and ensure data is accurately entered and managed within the company's CRM. Forecast...

, particularly Metrics and Decision Criteria, in CRM in pursuit documentation. Provide accurate, comprehensive responses to RFPs... that explains technical topics to non-technical audiences. Comfortable using Salesforce or a similar CRM for notes, artifacts...

-carrier platform to deliver optimal client solutions. Workflow Optimization: Harness our proprietary CRM and marketing... on all policy renewals. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing...

-carrier platform to deliver optimal client solutions. Workflow Optimization: Harness our proprietary CRM and marketing... on all policy renewals. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing...