Integrated Marketing Strategy & Planning Lead

Responsibilities

• Serve as the primary marketing contact for assigned business units, building trusted relationships with leaders across product, distribution, sales, underwriting, and other functions.
• Develop a strong understanding of business objectives, market opportunities, customer needs, and growth priorities.
• Manage the intake and progression of marketing requests and opportunities, helping stakeholders understand priorities, timelines, dependencies, and available resources.
• Support business partners in translating goals and challenges into marketing recommendations and actionable plans.
• Balance competing stakeholder needs and evaluate opportunities, recommend priorities, and help allocate marketing resources toward initiatives with the greatest potential business impact.
• Act as a liaison between business stakeholders and marketing teams, ensuring priorities, requirements, and feedback are clearly communicated.
• Keep business partners informed on marketing initiatives, project status, performance, and key decisions.
• Develop marketing briefs and recommendations that help guide campaign development and execution.
• Translate complex business, product, and underwriting concepts into clear customer, agent, and broker-focused messaging that supports marketing and go-to-market initiatives.
• Develop a working knowledge of content marketing, paid media, events, digital channels, and other marketing disciplines to effectively connect business needs with marketing solutions.

Requirements

• 5-7 years of experience in brand marketing, product marketing, communications, account management, media strategy, market research, or related discipline.
• Experience supporting the authoring of marketing plans, campaigns, go-to-market initiatives, or business-focused marketing programs.
• Ability to build strong relationships and work effectively across multiple teams and stakeholder groups.
• Strong problem-solving skills and a natural curiosity for understanding customers, markets, and business challenges.
• Experience working with sales, distribution, product, underwriting, or other business partners is preferred.
• Comfortable using research, data, and insights to support recommendations and decision-making.
• Excellent communication, presentation, and organizational skills.
• Strong project management skills with the ability to manage multiple priorities simultaneously.
• Collaboration, adaptable, and willing to roll up your sleeves to get things done.

Preferred

• Experience working with sales, distribution, product, underwriting, or other business partners is preferred.
• Experience in insurance, financial services, or another complex industry is preferred.
• Familiarity with marketing analytics, CRM platforms, marketing automation, or digital marketing tools is a plus.