Responsibilities

• Develop and coordinate marketing initiatives related to new carrier appointments, insurance programs, products, services, and priority business sectors
• Create professional email campaigns, newsletters, announcements, presentations, website content, and other marketing communications
• Translate technical insurance and financial services information into clear, polished, and engaging content for clients, prospects, producers, and referral partners
• Develop marketing initiatives targeting commercial real estate, hospitality, restaurants, investor-owned properties, and other priority markets
• Turn business-development priorities and market opportunities into organized campaigns and actionable marketing projects
• Manage marketing calendars, project timelines, deadlines, approvals, and follow-up through completion
• Conduct market, industry, competitor, and audience research to support campaign development and broader business decisions
• Contribute to the firm’s website, digital presence, social media, professional announcements, and broader market-positioning initiatives
• Develop and maintain presentations, marketing templates, campaign materials, content libraries, and other internal resources
• Coordinate specialized design, digital, or technical work with outside vendors when appropriate

Requirements

• Bachelor’s degree in Marketing, Communications, Business, Finance, or a related field preferred
• Excellent writing, editing, and proofreading ability
• Demonstrated experience with professional writing, content development, marketing projects, or campaign execution
• Strong creative judgment and the ability to develop ideas around business objectives
• Excellent organizational and project-management ability
• Ability to take ownership of projects and move responsibilities forward independently
• Strong attention to detail and a consistent standard of execution
• Ability to manage multiple initiatives while maintaining accuracy, momentum, and follow-through
• Professional judgment and discretion when handling business information

Preferred

• Experience with email-marketing platforms, CRM systems, website-management tools, Canva, Adobe Creative Suite, or similar platforms is beneficial
• Experience in insurance, financial services, real estate, hospitality, professional services, or another regulated industry is beneficial but not required

Benefits

• Performance-based bonus opportunities
• Paid time off
• Professional development and increasing responsibility
• Opportunity to contribute to significant marketing and growth initiatives across the firm