The Company

Our client has been helping investors since 1859. They are consistently ranked among the nation's premier providers of annuity and life insurance products by maintaining their fundamental commitment of helping people build sound financial futures.

Position Description

The AVP Customer Marketing Group is responsible for initiating and executing cross-sell and retention campaigns to existing clients. They establish a liaison with the Customer Analytics team to manage client touches and facilitate legally mandated mailings to support the Privacy Office.

Responsibilities

• Collaborate with Retail and Product to identify pertinent campaigns
• Develop tactical plan to address strategic initiatives including the use of POD portal
• Develop creative material in alignment with strategy
• Manage all aspects of execution of campaign: compliance, graphics, printing, mailing
• Work with Customer Analytics team to identify client groups to be targeted for each campaign
• Act as a gatekeeper to manage client contacts from different campaigns
• Evaluate campaign results; assess successes and failures; apply learnings to future campaigns
• Manage and execute the annual, legally mandated delivery of the corporate Privacy policy to each policyholder.
• Provide support to key constituents in the field (branch managers, marketing directors, lead coordinators) to promote campaigns and oversee lead management process