Senior Sales & Marketing Specialist

Senior Sales & Marketing Specialist 

Hours: 8:30-5:00 Local Time

Location: Hybrid Position

Compensation: Based on Experience

Offices: At USG, we empower our team members with the flexibility to opt for remote, hybrid, or fully in-office schedules. Presently, we operate nine physical branch locations across the United States:

• California: Irvine
• Florida: Tampa
• Idaho: Sandpoint
• Illinois: Chicago
• Louisiana: Covington
• Minnesota: Shoreview
• Pennsylvania: Canonsburg
• Texas: Arlington and Houston

Who We Are:

Welcome to USG, a distinguished national wholesale broker and managing general agent (MGA) with a prominent presence across the nation. Our extensive network spans over 400 different markets and we proudly write business in all 50 states.

USG has consistently earned recognition for our excellence, being ranked as a 5-star MGA by Insurance Business of America for four consecutive years. Moreover, we take pride in our continuous acknowledgment as a Top Insurance Workplace over the past five years, as voted on by our current team members.

Understanding that a fulfilling culture is paramount in career satisfaction, we at USG prioritize fostering a collaborative and mentoring-focused environment. We recognize the pivotal role each team member plays in our success, emphasizing hands-on training to ensure everyone feels comfortable and confident in their role. At USG, we actively empower our team members to bring their authentic selves to the workplace, recognizing that fostering diversity is essential for a thriving, creative, and dynamic professional environment.

In today's rapidly evolving business landscape, embracing cutting-edge technology is not just a choice but a necessity for staying relevant in the marketplace. Our in-house IT development and support teams, located in Canonsburg, PA, expertly oversee and manage both our proprietary and third-party systems, ensuring our sales operations stay at the forefront of technological advancement.

Embark on your professional journey with USG, where it's more than just a job – it's a vibrant and supportive community committed to nurturing your success.

Overview

The Senior Sales & Marketing Specialist supports the marketing strategy that fuels the success of our sales team. This role focuses on developing and delivering high-quality marketing materials, campaigns, and events that help producers build relationships, win business, and strengthen our brand presence. Acting as a bridge between marketing, sales staff, and carriers, this position ensures that all materials and initiatives align with brand standards, corporate goals, and industry compliance.

Key Responsibilities

Marketing Support for Sales

• Partner with the Marketing Manager to serve as a go-to resource for sales staff, ensuring they have timely access to marketing tools, materials, and branded content.
• Maintain and update CRM systems to support marketing campaigns, track engagement, and share insights with the sales team.
• Prepare and format proposals, pitch decks, client presentations, and marketing packets that highlight our products and services.
• Support email marketing efforts by developing templates, coordinating send-outs, and tracking engagement metrics.
• Monitor deadlines and follow up on outstanding marketing requests to ensure timely delivery for sales initiatives.

Campaign & Event Coordination

• Assist in the execution of marketing campaigns, ensuring materials are accurate, on-brand, and delivered on schedule.
• Coordinate logistics for company participation in trade shows, conferences, webinars, and client events to enhance brand visibility.
• Manage updates to marketing collateral (digital and print), keeping product and promotional information current and accessible to the sales team.
• Collaborate with design, vendors, and internal teams to ensure brand consistency across all channels and client-facing materials.

Analytics & Reporting

• Prepare reports on marketing campaign results, sales team engagement with materials, and ROI of events and initiatives.
• Identify opportunities for process improvement that improve efficiency and impact of sales-driven marketing efforts.
• Ensure all marketing materials and communications comply with industry standards, company policies, and regulatory guidelines.

Qualifications

• Bachelor’s degree in Marketing, Communications, Business, or a related field preferred.
• 3–5 years of experience in marketing support, campaign coordination, or sales enablement, ideally in the insurance, financial services, or B2B industry.
• Proficiency in Microsoft Office Suite, CRM platforms (e.g., Salesforce), and basic marketing tools (e.g., email marketing platforms, Canva or Adobe Suite).
• Excellent organizational skills with the ability to manage multiple projects and deadlines.
• Strong written and verbal communication skills with an eye for brand consistency and presentation quality.
• Collaborative team player with strong interpersonal skills for working cross-functionally with marketing, sales, and vendors.
• Analytical mindset with attention to detail and the ability to turn data into actionable insights.
• Adaptable, proactive, and able to work independently on assigned projects.