Marketing and Sales Coordinator

The Marketing & Sales Coordinator is primarily responsible for the tactical execution of strategic marketing initiatives to drive sales and distribution. Principal tasks include the planning, coordination, digital promotion, and results reporting and analysis of more than 50 product focused lunch-and-learn events per year to existing and potential clients; providing account management support for key client relationships; and prospecting for new distribution opportunities. Additional functions of this position include collecting and analyzing marketing campaign results, sourcing promotional products, managing vendors, presenting program and product information to existing and potential clients, and providing tactical campaign support to senior marketing staff.

 Essential Duties and Responsibilities

  •  Conduct 360-degree event planning, coordination, promotion, measurement and refinement for lunch-and-learn style events with 40 to 150 attendees each, held in various cities around the U.S. (event is traveled to and hosted by the Marketing Manager)
  • Research, source and secure event venues (primarily restaurants) based on audience size and location
  • Manage events using Marketo (digital marketing platform) to:
    • Build individual event programs, emails, sign-up landing pages, post-back pages, etc.
    • Create event-specific invitation lists based on pre-defined audience segmentation
    • Properly incorporate campaign links and tags into emails and landing pages for accurate results tracking
    • Monitor activities to ensure successful program functionality
  • Collect and document all established event metrics, ensuring information is up-to-date and accurate
  • Aggregate and format campaign results data for review; make thoughtful recommendations based on results analysis and industry best practices; implement optimizations to campaign activities and programs
  • Manage and act as primary point of contact with outside vendors, maintain relationships, negotiate pricing, secure national contracts and ensure event-day expectations are communicated and met
  • Update and manipulate photography for use in digital assets using Adobe Photoshop and Illustrator, and following established brand guidelines
  • Compile and analyze market trend research, construction markets data and customer production to determine most viable locations for agent events
  • Assist in event forecasting, monthly expense reporting, annual budgeting, budget tracking, analyzing variances and initiating corrective actions
  • Provide assistance in the creation of monthly and quarterly customer-specific sales production reports, and in the development of agent-facing marketing and sales materials, including presentations, training and instructional documentation
  • Provide account management and relationship development support including agent / agency outreach and follow-up, and the identification and coordination of targeted agency visits
  • Acquire new customers by researching targeted markets and initiating contact with potential leads
  • Maintain a thorough understanding of US Assure’s systems and processes in order to educate and assist agent(s) with access, navigation and troubleshooting to ensure all issues, processing queries and questions are handled efficiently within established time frames
  • Demonstrate a comprehensive understanding of US Assure’s products, including eligibility, ineligibility, coverages, rating, standard commissions, product options, policy types, etc.
  • Engage, educate and onboard prospective, new and existing clients by presenting and promoting US Assure programs via lunch-and-learn workshops, webinars, tradeshows, conferences and agency visits
  • Exemplify US Assure’s brand pillars through personal professionalism, knowledge, outlook, and understanding of technology and program requirements                                                                                                                                                               

Other Duties and Responsibilities 

Performs other duties as assigned in order to meet business needs. Includes functions normally performed by persons holding this title. However, these functions may be reassigned to other employees as part of a “Reasonable Accommodation” under the ADA. 


To perform this job successfully, an individual must be able to perform each essential duty, satisfactorily. The requirements listed below are representative of the knowledge, skills and/or licenses, and abilities required. 

Education and / or Experience 

  • Bachelor’s degree in Marketing, Advertising, Business or equivalent required
  • Minimum 3-5 years’ experience in marketing, sales or project coordination, event planning or other related fields 

Knowledge and Abilities 

  • Comprehensive understanding of effective marketing and sales techniques
  • Professional knowledge of event marketing and event management tools, including building emails, landing pages and measuring campaign results
  • Extensive project management experience and exceptional time management skills for arranging multiple campaign activities and meeting deadlines
  • Working knowledge of a CRM (Salesforce preferred) and Email Service Provider platforms
  • Professional working knowledge of Microsoft Office software with emphasis on Word, Excel, and PowerPoint
  • Above average ability to independently manage campaign measurement, analysis and results driven activities
  • Thorough command of written and verbal communication, negotiation, prospecting, rapport building and interpersonal skills
  • Resourcefulness to identify new business opportunities, determine decision makers, effectively position products, and positively manage objections
  • Ability to create and deliver engaging product-focused presentations to groups of professionals; capacity to explain moderately complex topics to producers, agency staff and other distributor personnel
  • Self-motivated, action oriented with an acute attention to detail and organization, high tolerance for multitasking, and proven ability to operate under deadlines
  • Minimum typing skills of 40 words per minute
  • A neat professional appearance is required at all times
  • Ability to travel overnight, 5 - 10% of total time

How To Apply

To learn more about the position and apply online, CLICK HERE. Qualified candidates should also be prepared to submit a resume during the application process.