Commercial Insurance Project Coordinator Pittsburgh

Job Description

Job Description

Project Coordination:

• Work teams across multiple departments on initiatives, projects, and goals
• Growth & Sales Initiatives

Projects as assigned that drive growth and increase sales opportunities; examples include:

• Territory Expansion Projects
• Cross-Sell Campaigns
• Developing Sales Scripts & Resources
• Targeted Markets / Products
• Enhanced Vendor Partnerships
• Expand Digital Distribution
• Creating an Excellent Client Experience
• Increase Traffic to our Digital Solutions
• Promote Targeted Programs/Products

Create and deliver presentations, proposals, and campaigns:

• Carrier and Large Client/Aggregator Facing Presentations, Proposals, and Campaigns. Including creating slide decks, preparing proposals and content, and delivering in-person or virtual presentations.
• Work in collaboration with the marketing & business development in-house team; contribute content to materials needed for advertisements, broadcast emails, and promotions.
• Develop content for marketing literature (brochures, press releases, etc.) to augment the company’s presence in the market as needed.
• Develop content for internal and external landing pages for advertisements, events, partners, and others as assigned.
• Create & edit video content for posts and web, including recorded Zoom segments for various LMS and content management platforms.
• Organize Articles for Monthly Newsletter to Targeted Client Groups
• Coordinate media schedules and reserve advertisement spaces with aggregator groups and events.
• Review trends and competitor analysis; adjust as needed.

Coordinate Client & Carrier Feedback:

• Coordinate, attend, and report on virtual and in-person events with clients, carriers, and vendors.
• Travel to represent us at events, including setup, management, and teardown of a trade show booth or other meeting/presentation styles.
• Monitor Carrier Trends and Opportunities
• Coordinate surveys, JotForms, and other data collection tools for feedback.
• Assist the Chief Growth Officer as needed with email, phone, and other correspondence.

Requirements:

• Must have prior project experience in a goal/deadline-oriented role for 2-5 years.
• Prior insurance or other related industry experience is preferred but not required.
• Bachelor's degree in marketing, communications, business, or a similar field preferred, but not required with relevant experience.
• Good knowledge of market research techniques and databases.
• Proficient in project management software, OneNote, Zoom, Teams, Excel, and other Microsoft 365/Office programs.
• Knowledge of design programs, including Canva and video editing tools.