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 CRM Support Specialist to join our growing team!
The CRM Support Specialist serve as the CRM Subject Matter Expert by gathering and documenting business requirements, supporting Microsoft Dynamics enhancements, ensuring data quality, facilitating cross-functional communication, and providing ongoing user support, training, testing, and process improvement to align CRM solutions with evolving operational needs.
How You Will Contribute:
Facilitate requirement meetings to understand the customer and business needs. Write user stories and use cases to document the requirements uncovered during workshops and interviews with customers. Perform ongoing system QA to ensure solutions meet customers’ expectations and meet their documented business requirements.
Support development and enhancements within Microsoft Dynamics to meet evolving business requirements, ensuring the CRM environment aligns with operational needs. Provide recommendations to businesses to improve and further automate business processes and workflows.
: Act as a primary support resource for CRM-related operations, collaborating with teams to troubleshoot issues, manage updates, and provide end-user support. Ability to prioritize requests and communicate across all impacted teams.
Maintain data quality within the CRM by implementing best practices for data management and validation, and provide regular reports based on business needs.
Work with internal stakeholders and users to ensure a clear understanding of CRM functionalities, offer training as needed, and support Agile project methodologies as applied to CRM projects.
Ensure documentation is maintained as requirements are gathered or changed. Collect and document test cases to maintain quality and consistency as the CRM continues to evolve.
Communicate with a wide range of teams across all levels of the organization. Provide clear and accurate communication to ensure excellent business outcomes. Service as the CRM Subject Matter Expert (SME) when communicating with cross-functional teams.
Skills & Experience to Be Successful:
Bachelor's degree in a relevant field.
Previous BA experience, including requirements gathering and documentation.
QA testing experience.
CRM experience (Microsoft Dynamics preferred).
Familiarity with insurance terminology and concepts.
Experience working in the insurance industry (preferred)
Process modeling with an eye toward identifying potential operational improvements.
Strong facilitation skills, and solid verbal and written communication skills.
Agile and Waterfall experience preferred.
Strong Word and PowerPoint skills.
Strong Excel skills, including familiarity working with a large dataset and getting useful insights out of it.
Strong relationship building between internal customers, vendors, and employees.
Client-facing experience.
Pay Range
$80,000 - $100,000 AnnualThe pay range provided above is made in good faith and based on our lowest and highest annual salary or hourly rate paid for the role and takes into account years of experience required, geography, and/or budget for the role.
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”.
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What We Do
Brown & Brown Insurance provides risk management solutions to help protect what our customers value most. Our four business segments offer insurance products and services to businesses and individuals.
Our culture is built on integrity, innovation, superior capabilities, and discipline. We view insurance differently and use our experience, carrier relationships, and principled customer focus to deliver first-class service and solutions.
Becoming a Brown & Brown teammate introduces you to a career with virtually unlimited possibilities. We think of ourselves as a team, so we have teammates—not employees. We strive to attract people who are competitive, driven, and disciplined. Our unique company culture of meritocracy rewards self-starters and those committed to doing what is best for our customers. We are proud to be certified as a Great Place to Work ®.
Brown & Brown has demonstrated a Culture of Caring through dedication to the people and communities we serve. With more than 11,000 teammates in over 300 locations across the US, Canada, Ireland, the UK, Bermuda, and the Cayman Islands, we actively support numerous organizations in the local communities in which we live, work, and play.
With a long-standing history of proven success, Brown & Brown is one of the insurance industry’s most powerful and influential leaders, ranked as the fifth-largest brokerage in the US and sixth in the world. You can find us on the NYSE as BRO.
