Agency Engagement Specialist - Insurance

Role Overview Drive distribution growth and agency alignment by leading high-impact communications, strategic events, and incentive campaigns. Serving as a crucial bridge between corporate strategy and the sales force, you will develop engagement initiatives that resonate with agency leaders, inspire advisors, and directly deliver on company KPIs. Key Responsibilities - Agency Engagement Strategy: Partner directly with agency leaders to understand field force needs, translating corporate priorities into tailored engagement programs that boost sales activity, advisor retention, and brand alignment. - Campaign Management & Execution: Design, launch, and manage end-to-end agency campaigns and sales incentives. Track performance metrics continuously to evaluate ROI and optimize delivery. - Communications & Content Creation: Develop multi-channel internal communications—including newsletters, campaign collateral, video scripts, and executive briefings—to keep the field force informed, motivated, and aligned with company goals. - Event Management: Plan and execute high-profile agency events, including product launches, annual conventions, leadership forums, and recognition galas, managing budget, logistics, and content. - KPI & Result Tracking: Establish clear success metrics for all initiatives. Monitor engagement data, campaign adoption rates, and sales impact to deliver actionable reporting to senior leadership. Requirements & Qualifications - Experience: 5+ years of experience in communications, event management, and campaign delivery, preferably within the insurance or financial services sector. - Agency Engagement: Proven track record of working closely with agency leaders and sales forces, with the ability to understand business needs and translate them into impactful engagement initiatives. - Campaign & KPI Delivery: Solid experience designing, launching, and tracking performance metrics for marketing or incentive campaigns to measure ROI and drive performance. - Content & Communications: Exceptional written and verbal communication skills with demonstrated success in multi-channel content creation (e.g., newsletters, executive messaging, digital assets). - Event Management: Hands-on experience executing end-to-end event production, including annual conventions, leadership forums, recognition events, and product launches. - Stakeholder Management: Strong interpersonal and negotiation skills with a demonstrated ability to influence key stakeholders and build trust across leadership levels. - Education: Bachelor’s degree in Communications, Marketing, Business Administration, or a related field (or equivalent professional experience).