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Commercial Insurance Project Coordinator PittsburghCriterion Executive Search • Pittsburgh, PA, USA
Commercial Insurance Project Coordinator Pittsburgh

Commercial Insurance Project Coordinator Pittsburgh

Criterion Executive Search • Pittsburgh, PA, USA
30+ days ago
Job type
  • Full-time
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.
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Commercial Insurance Project Coordinator Pittsburgh • Pittsburgh, PA, USA

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