Description

Project Coordination:
Work teams across multiple departments on initiatives, projects, and goals

Growth & Sales Initiatives


Projects as assigned that drive growth and increase sales opportunities; examples include:
Territory Expansion Projects

Cross-Sell Campaigns

Developing Sales Scripts & Resources

Targeted Markets / Products

Enhanced Vendor Partnerships

Expand Digital Distribution

Creating an Excellent Client Experience

Increase Traffic to our Digital Solutions

Promote Targeted Programs/Products


Create and deliver presentations, proposals, and campaigns:
Carrier and Large Client/Aggregator Facing Presentations, Proposals, and Campaigns. Including creating slide decks, preparing proposals and content, and delivering in-person or virtual presentations.

Work in collaboration with the marketing & business development in-house team; contribute content to materials needed for advertisements, broadcast emails, and promotions.

Develop content for marketing literature (brochures, press releases, etc.) to augment the company’s presence in the market as needed.

Develop content for internal and external landing pages for advertisements, events, partners, and others as assigned.

Create & edit video content for posts and web, including recorded Zoom segments for various LMS and content management platforms.

Organize Articles for Monthly Newsletter to Targeted Client Groups

Coordinate media schedules and reserve advertisement spaces with aggregator groups and events.

Review trends and competitor analysis; adjust as needed.


Coordinate Client & Carrier Feedback:
Coordinate, attend, and report on virtual and in-person events with clients, carriers, and vendors.

Travel to represent us at events, including setup, management, and teardown of a trade show booth or other meeting/presentation styles.

Monitor Carrier Trends and Opportunities

Coordinate surveys, JotForms, and other data collection tools for feedback.

Assist the Chief Growth Officer as needed with email, phone, and other correspondence.


Requirements:
Must have prior project experience in a goal/deadline-oriented role for 2-5 years.

Prior insurance or other related industry experience is preferred but not required.

Bachelor's degree in marketing, communications, business, or a similar field preferred, but not required with relevant experience.

Good knowledge of market research techniques and databases.

Proficient in project management software, OneNote, Zoom, Teams, Excel, and other Microsoft 365/Office programs.

Knowledge of design programs, including Canva and video editing tools.