As the Email Marketing Manager at PolicySmart, you’ll ensure our customers receive tailored messaging to educate and drive premium production. You’ll manage, implement and report on our email marketing initiatives. You’ll also deliver against our revenue goals, create multi-stage email campaigns, establish an experimentation/optimization strategy and build intelligent trigger/automation that significantly increases agent acquisition and production. This person will collaborate closely with the Marketing, Revenue, Product, Growth, and Data Analytics teams.
Job Responsibilities:
- Own and manage our email marketing calendar
- Create, implement and manage email campaigns to achieve business objectives across the customer lifecycle (acquisition, education, and re-engagement)
- Continuously optimize timing, frequency, cadence, and communication types for users to deliver strong email performance and robust business results
- Develop A/B testing plans, optimization plans, and cross-sell product email campaigns
- Identify and implement communication automation (email, in-portal)
- Co-own our strategic partnership marketing initiatives
- Work closely with the product, business development, and marketing teams to understand user behaviors, needs, and preferences, and share actionable insights
- Own and scale marketing user management at PolicySmart
- Review and expand marketing automation
Qualifications:
- 5+ years experience of email marketing experience - across acquisition, growth, and retention - B2B preferred
- Hands-on experience with marketing automation tools (Marketo, Pardot, Active Campaign, Iterable, Mailchimp)
- Excellent attention to detail and strong communication skills (written and verbal)
- Strong strategic thinking, creative problem solving, and analytical skills
- Clear demonstration of internal cross-functional partnership and collaboration
- Excellent project management skills
- Strong ability to synthesize quantitative and qualitative data into actionable insights about the user, products, and the business
- Email creative design experience (not needed, but preferred)
- Insurance, SaaS, tech, or financial services marketing experience (not needed, but preferred)
Our Story
PolicySmart® offers innovative and creative solutions to leadership teams who are responsible for commercial insurance and retirement programs. Acting as risk management consultants in a non-brokerage (do not sell product) outsourced procurement capacity, a variety of industries, both domestic and international, have successfully engaged Policy Smart services.
The brainchild of Christopher Roche, Policy Smart was conceived as a strategic vision to expand market access for commercial clients constrained by traditional industry boundaries and improve upon an outdated supply chain.
Drawing on his experiences as a broker himself, Chris invented The CMR Database®. CFOs, CEOs and Business Owners no longer need to evaluate plans through the confines of limited market access, time-consuming interviews with brokers/vendors, complicated contractual terminology or deal with any last-minute vendor proposals.
PolicySmart®, CMR’s new digital platform, matches clients to new suppliers by using collaboration and data, global price trending and a deep database 13,000 broker specialists in real-time in over 120 countries. Subject matter expertise includes; Property/Casualty, Group Benefits or Retirement disciplines. Our trademarked system (The CMR Database®) tracks data points of each broker in such areas as; industry classification, rates, fees, investment performance, limits, premiums, best in class service teams, etc. so that a client can acquire greater industry access and uncover peer-pricing transparencies – quickly, confidentially and in the comfort of their own office
Don’t limit your organization to obsolete practices – our tested and proven systems has expanded industry entry points locally, regionally, nationally and internationally. So far Policy Smart has helped secure over $120M in industry savings for its clients and has positioned itself as one of the leading risk management consulting firms.
Let CMR + PolicySmart® help your organization make lasting improvements, drive operational improvement and achieve an even greater market position!