Internal Marketing Consultant,

Colonial Group; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

Colonial Group is seeking a Marketing Support professional to promote the company’s product portfolio and support the Marketing Department to increase revenue and profit. You will coach agents, recruit and train, and manage communications on product information and enrollment methods.

The role emphasizes collaboration with agents and internal teams, ensuring compliance, and delivering timely product guidance, rate changes, and benefits information.

Qualifications

• Bachelor's degree in marketing or related field.
• High School Diploma or GED.
• 3+ years in general insurance or related field (financial services, marketing, web-based business, B2B customer service or call center).
• Life/Health Insurance license.

Responsibilities

• Promote the company’s product portfolio and support agents and agencies.
• Train, recruit, service, and assist agents to maximize performance.
• Provide technical support and coaching on sales and marketing.
• Develop and maintain team roster; monitor compliance and reporting rules.
• Handle communication with agents about product information, rate changes and benefits.

Skills

Insurance knowledge

Industry procedures

Caller communication

Negotiation

Office equipment

Time management

Relationship building

Project management

MS Office

English skills

Interpersonal skills

Persuasion

Organizational flexibility

Independent work

Self-starter

Bilingual Spanish

Education

Bachelor's Degree in Marketing

High School Diploma or GED

3+ years in insurance/marketing

Life/Health Insurance license

Job description

SUMMARY

Responsible for providing a wide variety of support services to promote the company's product portfolio and develop and support the Marketing Departments to increase company revenue and profit.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Agent Support Functions: Promote the company’s product portfolio by being proficient within product area assignment and familiar with all company products and services. Develop assigned marketing plans and provide service assistance to agents; Handle 50–100 telephone calls per day with agencies and agents on all aspects of assigned products; Recruit, train, service and assist agents to enable agents to produce at highest level possible; Assist agents with issues including recruit kits for carriers, training, contracting, certification, transactional issues such as electronic signature, telephonic signatures and app-by-email; Communicate with agents regularly regarding product information, rate changes and key agent benefits; Monitor compliance with program reporting rules and sales requirements; Provide technical support training, sales and marketing coaching; Identify and cultivate top producers; Identify problem agents; Recruit agents to participate in special opportunities, such as new lead sources, alternative methods of enrollment (e-commerce, e-signature, tele-app., etc.). Develop a Team Roster of agents/agencies and maintain regular contact/support and comply with procedures to protect all hierarchy relationships. Normally there should be no communication directly with the end consumer; all communications with the end consumer should be made by and through the agent. There can be exceptions to this rule based on specific circumstances and requests. For example, a marketer cannot participate in the closing of a sale or make recommendations. However, it may be possible to lend support regarding specific product information. This needs to be reviewed and approved by a marketing supervisor prior to the conversation taking place.
• Department Support Functions: Update and maintain Contact Management System information in accordance with policies and procedures; Manage Team Roster; Update and maintain task list. Have working knowledge of Who Quit Writing, Debit Balances, MGA reports, lead distribution/lead management, incomplete contracts, certification process, moving agents and agencies into production, able to conduct webinars and display/introduce SMS technology tools.
• Special Projects: Work collaboratively with fellow staff to advance the values and mission of Senior Market Sales by serving on relevant internal and external committees; Assists with special projects/assignments as requested by members of management.
• Performs other duties as assigned by management.*

QUALIFICATIONS

EDUCATION / EXPERIENCE

• Bachelor's Degree in marketing or a related field
• High School Diploma or GED
• Three (3) or more years general insurance industry or related field (financial services, marketing, web-based business, business-to-business customer service or call center) experience
• Life/Health Insurance license

SKILLS

• Working knowledge of insurance services industries and specific current knowledge of product lines assigned to the marketer.
• Knowledge of the general industry procedures, practices and terminology.
• Skill in working effectively with inbound and outbound callers/customers.
• Skill in negotiating and problem solving to resolve internal and external conflicts.
• Skill in the use of office equipment including computer, fax, printer, telephone system, etc.
• Skill in the use of time management and organization skills.
• Skill in maintaining effective working relationships with all customers, employees and the general public.
• Skill in project management.
• Proficient computer skills (Microsoft/Word, Excel, PowerPoint, Adobe Acrobat, MS Outlook software preferred).
• Ability to communicate effectively, both orally and in writing, in a constructive manner.
• Ability to approach and communicate with a wide range of personalities in a professional and courteous manner.
• Ability to be patient under frustrating circumstances and demonstrate controlled emotional affect in difficult situations.
• Ability to engage in effective interpersonal interaction, verbal communication and written communication.
• Ability to persuade.
• Ability to maintain a high level of organization and attention to detail while remaining flexible and responsive when faced with multiple urgent requests.
• Ability to read, write and communicate English effectively.
• Ability to maintain all company policies, including all confidentiality and safety policies.
• Ability to actively contribute to team effort.
• Ability to work independently, exercise independent judgment, make and execute decisions.
• Ability to be a self starter, motivated and accomplish goals and tasks within a given time frame.
• Strong verbal and written proficiencies of the English language is required and bilingual (Spanish and English) preferred.

#LI-GS1

#LI-REMOTE