Marketing Associate, CRM & Data

Position: Marketing Associate, CRM & Data

Location: Chicago Office or Remote

About us:

ISMIE is a Chicago based national professional liability insurance company that provides insurance coverage for health care professionals, small health care facilities and other professionals. 

About this position:

Company is seeking a Marketing Associate, CRM & Data (“MACD”) position is to plan, develop and implement strategies for managing, updating, cleaning, maintaining, and archiving current and potential policyholder data for ISMIE Mutual Insurance Company and all subsidiaries and affiliated entities (“ISMIE” or the “Companies”) and Illinois State Medical Society (“ISMS”). MACD will also at times develop, manage and deliver policyholder, member, and partner messaging, communications and promotions using the Companies’ CRM-related platforms and tools. This position will be engaged in the review, development and execution of marketing programs, tools and applications, and messaging.

Primary Responsibilities:

· Develop, execute, and evaluate data quality and management processes that support various campaigns for webinars, symposia, education programs or other ISMIE/ISMS products and services based on established goals and objectives using metrics, analytics and data reporting tools.

· Test and verify the data used for campaigns to ensure it is current, valid and uncompromised.

· Maintain and improve the CRM system’s account and contact data management processes and accuracy.

· Manage key data fields and integration between the Companies’ CRM and marketing automation systems.

· Maintain counts of key audience segments and monitor trends in the health of the lists, identify opportunities and potential data quality issues.

· Develop data quality reports and insights that will help inform future marketing initiatives.

· Audit, inspect, update and clean contact records, policyholder information, member records and other data to ensure information is current, unduplicated, valid, and useable for the Companies’ various marketing, sales, communications, risk management, and other program messages and campaigns within the Companies’ Salesforce CRM ecosystem.

· Monitor legal issues surrounding customer data and privacy, and work closely with Compliance and Legal divisions to ensure policyholder information remains protected.

· Help manage the research, development, planning and execution of marketing-related plans for CRM activities incorporating strategy, data management, analysis, campaign management, workflows, email campaigns and data privacy and security and other ISMIE products and services based on established goals and objectives for assigned projects.

· Develop, design and execute messaging campaigns within the Companies’ various CRM tools as assigned.

· Execute the Companies’ CRM strategy across email platforms and digital channels, including promotional, automated, segmented and customized campaigns using Salesforce Marketing Cloud and Marketing Cloud Personalization platform and automation tools such as Journey Builder.

· Effectively plan and coordinate the management of the CRM system, Company databases, vendor engagements and special projects as assigned in coordination with Salesforce Administrator, Marketing Vice President, Digital Marketing Manager, and Information Systems.

· Develop dashboards outlining key performance indicators that monitor how email and other marketing efforts are performing against goals in coordination with other team members when directed.

· Use CRM tools to create audience segments to target relevant cohorts with appropriate campaigns when necessary.

· Analyze data to inform business development campaigns and provide concrete strategies and recommendations based upon that analysis to improve future campaigns and engagements.

· Help create and develop CRM best practices for ISMIE and ISMS business groups and cross-functional teams to ensure success in collaboration with the Marketing Division.

· Plan, develop, and execute regular audits and monitoring of AI-related tools and programs that the Marketing Division employs, including, but not limited to, scoping and reviewing potential tools, supporting the development and implementation of those tools, and creating an audit process that ensures any AI tool continually performs as the campaign(s) design(s) specify when necessary with the Divisional Vice President, Digital Marketing Manager and the Compliance Division.

· Participate in the review and audit AI-related work tools and programs used by the Marketing Division to support policyholder, member, and stakeholder messaging and engagement that is critical for developing and executing marketing programs and other Company-related initiatives designed to strengthen the Companies’ brands and build interest in their products, services, and relationships.

· Participate in meetings with appropriate staff and divisions to discuss ISMIE project goals as assigned by Marketing management.

· Work with external vendors as necessary.

· Additional duties and responsibilities as required.

Required Education, Experience and Skills:

• BA or BS degree in Marketing, Communications, Public Relations, Analytics, Business or a related field.
• One to three years of experience in CRM (Salesforce preferred), as well as data auditing and management, execution and analytics required.
• One to three years of experience with CRM tools and management, review, and auditing of data used in both traditional and digital marketing efforts is required.
• Experience with insurance or healthcare-related CRM initiatives is preferred.
• One to two years of experience working in an insurance company or agency, advertising agency, or marketing consultancy in offline and online media, coordination and trafficking is preferred.
• Experience in the insurance, finance or healthcare industries is preferred.
• Experience in working with data and data optimization is preferred.
• Technical acumen with the ability to understand information technology solutions and potential tradeoffs.
• Ability to communicate technical concepts to business users.
• Highly organized and detail oriented.
• Ability to work in a dynamic and fast-paced environment.
• Ability to prioritize and manage multiple projects/processes at one time.
• Excellent verbal and written communication skills.
• Proficient in Microsoft Excel, Power Point, Word and Outlook.
• Strong interpersonal skills.
• Ability to work collaboratively in a team environment within the division and across the enterprise.
• Ability to work well in a workplace structure with dual reporting lines and reporting to two different managers simultaneously.
• Enthusiasm for continuous improvement.

Essential Physical Requirements of Position :

The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job.

· Close visual acuity to read extensive amounts of written information in a standard font for an extended period of time.

· Ability to view and read from computer screens, telephone screens and printed materials.

· Ability to receive detailed information through oral communication.

· Ability to communicate verbally, convey and express complex and detailed ideas, information and instructions to others clearly, accurately, and effectively in person and via telephone.

· Ability to operate a keyboard, computer and computing device.

· Ability to analyze data and information.

· Ability to participate in presentations and meetings.

· Ability to move about to accomplish tasks, attend meetings and scheduled events both inside the office and outside the office.

· Ability to work in a stressful and fast-paced work environment with heavy workload, multiple projects and challenging deadlines.

Internal Contacts with all divisions within the Company. External Contacts with Third-party vendors involved in marketing support.

Compensation and Benefits:

The pay range is estimated to be between $57,000 and $62,000 per year for residents of the greater Chicagoland area. *

The Company has a robust benefit package. Coverage for benefits will be in accordance with the terms and conditions of the applicable plans, policies and associated governing plan documents.

The benefit package includes the following:

• 401(k) Retirement Savings Plan

• Medical Plan

• Dental Plan

• Vision Plan

• Healthcare FSA Medical Reimbursement Account

• Health Savings Account

• Life and Accidental Death & Dismemberment Insurance Coverage

• Supplemental Life Insurance Coverage

• Short-term Disability Benefits

• Long-term Disability Insurance Coverage

• Commuter Benefit Plan

• Legal Services Plan

• Employee Assistance Program

• Annual Allotments of Paid Sick, Personal and Vacation Time

• Eight (8) Paid Holidays

*Note: When defining the pay range for this position, several factors are evaluated and considered, including but not limited to experience, education, training, licensure, certifications, skill sets and other business needs. Geographic differentials that correlate with the location where the position may be filled have not been contemplated in the disclosed pay range estimate. Each case is analyzed thoroughly according to the factors noted. 

Equal Opportunity Statement:

ISMIE is an Equal Opportunity Employer committed to supporting a diverse and inclusive work environment that promotes respect for all individuals. ISMIE adheres to a policy of non-discrimination based on race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability gender identity, Veteran status, or any other protected status recognized by applicable laws and regulations.