Responsibilities

• Lead participant engagement strategies from planning through execution, combining strong campaign management, cross-functional collaboration, and data-driven decision-making.
• This person will bring structure to recurring communications, improve the participant experience through personalized content, and help connect engagement efforts to broader marketing and business goals.
• Manage development and launch of a monthly participant newsletter, setting the content calendar and guiding creative execution from brief through delivery
• Lead end-to-end execution of the participant engagement program, including campaign planning, creative development, compliance review, launch readiness, and timeline management for recurring and ad hoc communications
• Oversee participant data processes by ensuring data quality, resolving issues, and defining requirements that support accurate, timely, and relevant campaign execution
• Partner across marketing, analytics, and sales to support lead generation, lead scoring, reporting, and performance measurement tied to engagement and business outcomes
• Use engagement data and audience insights to inform messaging, targeting, content strategy, and ongoing campaign optimization
• Develop and refine participant-facing content and experiences, including newsletter, segmented messaging, testing strategies, and next best action journeys
• Align participant engagement efforts with broader marketing priorities, annual campaign planning, and sales enablement initiatives
• Support personalized digital experiences that improve relevance, engagement, and the overall participant experience

Requirements

• Experience leading multi-channel marketing or participant engagement programs from strategy through execution
• Strong project management skills with the ability to manage timelines, stakeholders, approvals, and launch readiness for both recurring and ad hoc communications
• Ability to develop content strategies and participant-facing experiences that improve engagement, relevance, and overall audience experience
• Comfort working with participant data, including defining requirements, ensuring data quality, and resolving issues that impact campaign execution
• Analytical mindset with the ability to use engagement data and audience insights to guide messaging, targeting, optimization, and performance measurement
• Proven ability to collaborate across marketing, analytics, sales, and other partners to support business outcomes
• Experience supporting personalized digital experiences, testing strategies, and journey-based communications
• FINRA Series 6 required within 120 days of hire.
• Education : Bachelor’s degree in marketing, business administration or related field preferred.
• License/Certification/Designation: Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus. Additional licensing may be required to hold this position; and associates will need to acquire the required federal and/or state licenses/registrations within the designated time period.

Preferred

• License/Certification/Designation: Technical insurance designations such as CPCU, CLU, ChFC, FLMI considered a plus.

Benefits

• We have an array of benefits to fit your needs, including: medical/dental/vision, life insurance, short and long term disability coverage, paid time off with newly hired associates receiving a minimum of 18 days paid time off each full calendar year pro-rated quarterly based on hire date, nine paid holidays, 8 hours of Lifetime paid time off, 8 hours of Unity Day paid time off, 401(k) with company match, company-paid pension plan, business casual attire, and more.