Demo

CRM Specialist

Brown & Brown Insurance
Portland, OR Full Time
POSTED ON 2/21/2025
AVAILABLE BEFORE 4/19/2025

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers.

Brown & Brown is Seeking a Sales Enablement and CRM Specialist to join our growing team in Portland, OR.

How You Will Contribute

  • Develop and execute strategic marketing plans within Microsoft Dynamics to enhance the visibility and market presence of the producers and the office.
  • Cultivate collaborative relationships with all internal teammates.
  • Work closely with producers/leaders to conduct market research to stay abreast of industry trends, competitive landscape, and client needs, providing insights for the development of targeted marketing campaigns.
  • Collaborate with cross-functional teams to create compelling marketing materials, including brochures, presentations, and digital content.
  • Analyze and report on marketing and business development metrics, providing insights to refine strategies for continuous improvement.
  • Stay informed about regulatory changes within the insurance industry and incorporate relevant information into marketing and business development strategies.
  • Assume the role of the Microsoft Dynamics Champion for the office.
  • Work closely with Leadership to develop and execute strategic SDR initiatives.

Skills & Experience to Be Successful

  • Bachelor’s degree in Business Administration or similar fields
  • Strong technical background and proficient computer skills – Microsoft Suite
  • Robust project management, organizational and communication skills – written and verbal.
  • Proficient critical thinking skills
  • Self-starter attitude with ability to work independently or in a team setting
  • Very detail oriented with ability to self-prioritize

Teammate Benefits & Total Well-Being

We go beyond standard benefits, focusing on the total well-being of our teammates, including:

  • Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
  • Financial Benefits: ESPP; 401k; Student Loan Assistance; Tuition Reimbursement
  • Mental Health & Wellness: Free Mental Health & Enhanced Advocacy Services
  • Beyond Benefits: Paid Time Off, Holidays, Preferred Partner Discounts and more.

Not reflective of all benefits. Enrollment waiting periods or eligibility criteria may apply to certain benefits. Benefit details and offerings may vary for subsidiary entities or in specific geographic locations.

The Power To Be Yourself

As an Equal Opportunity Employer, we are committed to fostering an inclusive environment comprised of people from all backgrounds, with a variety of experiences and perspectives, guided by our Diversity, Inclusion & Belonging (DIB) motto, “The Power to Be Yourself”.

Job Type: Full-time

Pay: $55,000.00 - $80,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Flexible schedule
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Tuition reimbursement
  • Vision insurance

Compensation Package:

  • Employee stock purchase plan
  • Yearly bonus

Schedule:

  • 8 hour shift
  • Day shift
  • Monday to Friday

Ability to Commute:

  • Portland, OR 97204 (Required)

Work Location: Hybrid remote in Portland, OR 97204

Salary : $55,000 - $80,000

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