Marketing Consultant Job Description

1) Initiate's renewal process for existing clients and discusses and creates renewal strategy with Producer and Account Manager. 2) Analyzes and compares current exposures and develops renewal or new business specifications for marketing of the account. 3) Maintains superior relationships with insurance carriers, ensuring retention of the book of business and high satisfaction. Uses consultative marketing / sales skills and successfully employs a consultative selling approach to market products to agents and brokers.4) Plans and sets goals to place new and renewal business in collaboration with Producer and Accounts Managers, or other key associates5) Negotiates to ensure agreements with our submissions are the highest and most complete quality in order to get the business written at a competitive price.6) Coordinates with the placement of hard to place and surplus lines accounts.7) Reviews and summarizes marketing results and forwards to Account Managers.8) Binds insurance coverage.9) Provides strategic marketing advice to staff. Meets with clients as needed or directed by Producer.10) Notifies Producer of pertinent information related to client retention.11) Complies with agency management system data standards and data integrity (enters and maintains complete and accurate information).12) Other duties as assigned.
Additional Job Description
Additional Job Description
Education:
Bachelor's degree or equivalent combination of education and experience is required.Insurance designations are preferred.Must continue to meet Continuing Education requirements for license renewal
Licensure / Certifications:
Texas Department of Insurance General Lines Property and Casualty LicenseRisk Management License - Preferred
Experience:
4-5 years property/casualty insurance work experience Extensive knowledge of property/casualty coverages In some lines of business, relevant agent/broker experience may be appropriate Good analytical skills for evaluating exposures, controls, loss experience and coverage gaps The ability to effectively communicate both orally and in writing Good presentation skills Good interpersonal skills, customer focus and ability to work as part of a team.Competitive spirit
Knowledge, Skills, and Abilities:
Extensive knowledge in the insurance industry with an emphasis on Commercial Lines InsuranceThe position requires experience managing both small and mid-size commercial accounts and have a strong understanding of the underwriting process that involves new and renewal business Uses knowledge of internal and external factors impacting the property & casualty industry to make decisions Excellent verbal and written communication skills Good planning, organizational and prioritization skills Ability to work within a team and to foster teamwork Excellent customer service skills, including telephone and listening skills Good leadership, problem solving and time management skills

Physical Demands and Work Environment:While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually moderate.Disclaimer:The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

Texas Dow Employees Credit Union is an equal opportunity employer, dedicated to a policy of non-discrimination in employment on any basis including race, color, age, protected veteran status, sex, religion, disability, genetic information, national origin or other status protected by federal, state or local law. Consistent with the American Disabilities Act, applicants may request accommodations needed to participate in the application process.

Are you a creative digital guru excited to generate business for independent restaurants? Are you passionate about helping our clients execute strategic marketing initiatives through various channels? Can you quickly capture the essence of a client's brand and strategize how to convey it an engaging way? Three times yes? Sounds like we found a match!
About This Opportunity:
The Client Marketing Consultant serves as a business and solution expert, providing marketing and product expertise for our Pro clients. This role will be responsible for managing the client relationship with independent restaurant owners as well as conveying their stories to current and future guests through a variety of marketing strategies. In this role, expect 60% of capacity to be attributed to marketing project deliverables. The additional 40% is focused on leading growth, change, and success for our clients using Popmenu's platform.
What's On Your Plate:Partnering with Restaurant Owners: Establish personal rapport and serve as the point of contact for customers throughout the client's Popmenu journey. Work with customers to identify current and future business requirements, including onboarding new customers into a new marketing partnership and maintaining consistent communication throughout the lifecycle. Collaborate with customer stakeholders to set and manage acceptable expectations. Marketing Campaign Management: Build strategic marketing campaigns utilizing a diverse set of marketing tactics, including social media, email marketing, and SMS. Maintain brand vision through content creation in partnership with freelancers and contractors. Analyze and consult on opportunities as they arise, as well as report on the ROI of past campaigns. Account Management: Take full ownership of a portfolio of clients ensuring successful implementation of marketing projects and portfolio retention. Speak with clients about our tools and provide resources to support their growth with the product. Consistently monitor and proactively engage with non-responsive or disengaged clients to identify the health of accounts. Translating Technology: Translate product features into customer needs and ensure clients always have up-to-date information on new product functionality. Clearly answer client questions related to product features in a quick and effective manner. Advise clients on how product features can simplify operations and provide business solutions.
What You Bring to the Table:1+ year(s) of business experience in marketing and/or account management. Experience in SaaS, and/or the food service/hospitality industry is desirable. Excellent customer service and accountability skills with the ability to quickly mediate conflict. Ability to confidently solve problems and be effective in situations with limited information. Demonstrated experience in establishing and executing campaigns to support a portfolio of client goals and business needs. Strong presentation, written, and verbal communication skills with the ability to articulate new technologies and corresponding value propositions to internal and external audiences. Passion for restaurants, dining out, and helping independent restaurant owners grow their business and solidify their position as staples of our communities. Bachelor's Degree, or equivalent experience, is required.
At Popmenu we believe in transparency and meeting candidates at eye-level. We know that money isn't everything - but it is important. For this role, we have determined a compensation range of $50k to $55k in addition to company equity to be a fair and attractive offer. We would love the opportunity to meet you and learn more about you and your background. Final offer amounts are determined by multiple factors and may vary from the amount above. Looking forward to chatting with you!

Who We Are:
Popmenu is a fast-growing, venture-backed SaaS company in the restaurant/hospitality sector with more than 10,000 restaurant clients. We are dedicated to revolutionizing the industry in a way that benefits both the restaurant owner and their customers. We started with our now-patented, dynamic menu technology that unleashes the power of a restaurant's greatest marketing tool: the menu. Since then, we have been endlessly innovating to continue tackling existing and emerging industry needs.

We hire exceptionally bright, motivated people who are passionate about helping great restaurants reach their full potential. We offer a flexible work environment, a pioneering concept, a product our clients love, and talented teammates. This is a chance to make great things happen and be a difference maker. We're excited to meet you!

What We're Serving:
- Genuine Core Values: We asked our employees what's most important to them in the workplace and carefully sculpted our 4 core values to truly represent our company culture. We're proud that our culture has been recognized with several awards including Glassdoor's Best Places to Work and Top Workplaces USA. We're even prouder that peers recognize each other on a monthly basis for exemplifying our values with what we call Super Booms.
- Giving Back: In addition to our larger partners such as the Giving Kitchen, our culture champions (aka monthly Super Boom winners) pick a cause they are passionate about, and we'll make a donation in their name.
- Visible Growth and Development: There is no way to avoid personal growth in a start-up! We keep innovating and improving and our team members keep growing as well. Just in the last year, 1 out of 5 team members has been promoted into a new role.
- Company Ownership: When we say, “Act Like and Owner”, we put our money where our mouth is! Every single team member receives meaningful company equity options because we recognize that every role is important for our success.
- Benefits for the Whole Family: Along with the typical medical, dental, vision, 401K benefits, we've got your furry family members covered with our Wagmo Wellness Plan.

• Implement and execute advisor marketing programs, and support business center marketing programs and local branding activities.
• Ensure producer marketing program and tools are promoted and implemented with all advisors. Serve as an advocate for advisors and business centers by partnering with regional marketing consultants and internal contacts to acquire resources needed for advisors to improve business development efforts and meet financial objectives.
• Assist management or advisors in developing and implementing marketing programs and support materials that will enable advisors and management to effectively penetrate target segments in order to attract new business and maintain existing business. Track marketing activities of advisors and offices within the business center region.
• Perform other job related duties or special projects as required.
• Execute on business center goals. Assist in carrying out the necessary marketing activities. This may also include event-planning and internal newsletter production in support of the culture.

This position is also a great way to advance your career. As a growing company with over 16,000 employees around the world, Principal offers a lot of ways for you to learn more, earn more and achieve more!

Qualifications

• High school diploma or equivalent plus 4 years related experience in financial services marketing or sales support desired
• College degree or marketing background preferred
• Strong business acumen and ability to understand and apply marketing strategies and systems required
• Requires strong written and oral communication, organizational and relationship building skills
• Must have proficient knowledge of Microsoft Office Suite and ability to prioritize assignments, adapt to changing priorities and ability to work under pressure

Salary Range Information Salary ranges below reflect targeted base salaries. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation for all roles will be based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Salary Range $46600 - $63700 / year Additional Information

Work Authorization/Sponsorship

At this time, we're not considering candidates that need any type of immigration sponsorship now or in the future or those needing work authorization for this role. (This includes, but is not limited to students on F1-OPT, F1-CPT, J-1, etc.)

Investment Code of Ethics

For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household. These same requirements may also apply to other positions across the organization.

Experience Principal

While our expertise spans the globe, we're bound by one common purpose: to foster a world where financial security is accessible to all. And our success depends on the unique experiences, backgrounds, and talents of our employees - individually and all of us together. Explore our core values, benefits and why we're an exceptional place to grow your career.

Principal is an Equal Opportunity Employer

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.

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