Project Specialist: Corporate Development

• Project Coordination
  • Work with cross functional teams across multiple departments on initiatives, projects and goals for development.
  • Coordinate multiple projects simultaneously, to meet or exceed deadlines and goals for deliverables.

• 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
    • Preferred Client Relationships
    • 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, 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 schedule and reserve advertisement spaces with Aggregator Groups and Events.
  • Review Trends and Competitor Analysis; Adjusting as needed
    
    

• Coordinate Client & Carrier Feedback
  • Coordinate, Attend and Report on Virtual and In Person Events with clients, carriers and vendors.
  • Travel to represent Jimcor at events, including set-up, management and teardown of a tradeshow booth or other meeting/presentation styles.
  • Monitor Carrier Trends and Opportunities
  • Collaborate to onboard large client opportunities and carriers with the respective teams/departments.
  • Coordinate surveys, jotforms and other data collection tools for feedback

• Communicate directly with sales and leadership teams build relationships
• Update spreadsheets, databases and inventories with statistical, financial and non-financial information

• Assist Chief Growth Officer as needed with email, phone and other correspondence.
• Back up other members of the team.
• Other duties as assigned.

• Must have prior projects experience in a goal/deadline oriented role for 2-5 years.
• Prior wholesale insurance or other related industry experience, preferred but not required.
• Bachelors Degree in Marketing, Communications, Business or similar field, preferred, but not required with relevant experience.
• Demonstrate the ability to multi-task and adhere to deadlines.
• Well-organized with a customer-oriented approach.
• 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/or Video Editing tools.
• Excellent communication and people skills to create common purpose and drive results.
• Understanding of office management and marketing principles.
• Eager to learn and contribute to a growing team and company.
• Willing and able to travel as needed including by air and car.

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