Sales & CRM Operations Specialist | Property & Casualty (Hybrid) in Kansas City at CBIZ

Date Posted: 9/9/2022

Job Snapshot

Job Description

With over 100 offices and nearly 6,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.   

CBIZ has been honored to be the recipient of several national recognitions: 

•    Top 101 2021 Best and Brightest Companies to Work for in the Nation 
•    2022 Top Workplaces USA 
•    2021 America's Best Mid-Size Employers 
•    2021 Best and Brightest Companies in Wellness 
•    2022 Great Place to Work Certification 

CBIZ Benefits & Insurance Services is a division of CBIZ, Inc., providing benefits consulting, HRIS technology, payroll, human capital management, property and casualty, talent and compensation solutions, and retirement plan services to organizations of all sizes. CBIZ is ranked as a Top 20 Largest Broker of U.S. Business (Business Insurance Magazine) and a Top 100 Retirement Plan Adviser (PLANADVISER).

The Sales & CRM Operations Specialist will support our fast-growing sales team. They will be responsible for learning the ins and outs of property & casualty insurance, play a critical role in building relationships with the sales team members, and drive forward initiatives that will help us accelerate sales revenue and efficiency. The ideal candidate is someone who has a strong desire to help us implement forward thinking solutions along with our sales team and use data to find actionable solutions. They are self-motivated, organized, and can work comfortably in a fast paced and ever changing environment.

Essential Functions and Primary Duties

  • Become an expert in our CRM including dashboards, reporting tools, sales teams, and processes
  • Improve and maintain sales efficiency by helping our sales team leverage the power of our CRM
  • Provide day-to-day support for P&C’s rapidly growing sales teams
  • Partner with sales leadership to ensure our sales teams are supported and successful
  • Utilize Excel, and other tools to perform extensive data analysis
  • Monitor data and system rules to ensure data integrity
  • Analyze and respond to inquiries from members of our sales team
  • Diagnose and solve technical problems (working with Corp IT when needed)
  • Independently and in collaboration, strive to make the business better every day by exploring the data and find new opportunities to drive growth.
  • May lead and complete ad hoc projects as assigned


Qualifications Preferred

  • 2 years of operational execution from report building to user trainings in Salesforce or similar CRM 
  • Familiarity with Salesloft and / or Pardot, a plus 
  • Intermediate to expert skill level on all MS Office products, particularly Excel and PowerPoint
  • Insurance or financial services industry experience
  • Analytical and results oriented self-starter with initiative and strong drive

Qualifications Required

  • High School Diploma or GED equivalent required; Bachelor’s degree preferred
  • 1 year of relevant experience
  • Must be able to work in a team environment
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology
  • Must be able to travel based on client and business needs


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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant’s race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.