Marketing Coach

About the Role

Key Responsibilities

• Support the marketing activities of agents, including providing training and troubleshooting on marketing systems and tools such as CRM, Marketing Toolkit, social media, and agent websites.
• Provide ideas, guidance, and support for local marketing activities and educate agents on best practices and guidelines.
• Help agents drive new customer acquisition, cross-sell existing clients, and develop strategies to enhance client retention.
• Conduct monthly coaching calls and respond to ad-hoc requests to assist agents and their staff with planning marketing activities and answering questions about marketing programs and systems.
• Build and maintain relationships with assigned agents, marketing peers, and field leadership to support agency goals.
• Work with agents to establish marketing goals, evaluate results, and make personalized recommendations for their local market.
• Serve as a marketing resource by providing feedback and ideas to Marketing Services leadership on programs, initiatives, and agent needs.
• Present and train on marketing topics and systems at the agency and state level.

Requirements

• Have a college degree or equivalent plus at least one year of relevant experience, preferably in marketing, sales, or the insurance industry.
• Be organized and able to multitask effectively to support approximately 80 agents.
• Be a quick learner and tech-savvy to quickly adapt to various marketing programs, tools, and systems.
• Possess good communication, relationship-building, and coaching skills to work effectively with agents and field leadership.

Nice to Have

• Experience in marketing, sales, or the insurance industry.

Qualifications

• College degree or equivalent.
• At least one year of relevant experience.

Benefits & Perks

• Career development and educational opportunities.
• Enhanced 401(k) with a match.
• Low-cost health, dental, and vision benefits.
• Life and disability insurance options.
• Paid time off, including holidays and volunteer time.
• Onsite wellness facility with fitness classes and programs.
• Daycare center and cafeteria.
• Potential for hybrid work arrangements.