Marketing Coordinator - Associate Client Advocate

The Marketing Coordinator – Wholesale Benefits supports the execution of marketing initiatives for association health plans and wholesale insurance programs. This role coordinates producer communications, marketing campaigns, sales materials, and event support while ensuring content remains compliant, current, and aligned with carrier and partner requirements.

Core Responsibilities

• Marketing & Communications

  • Coordinate marketing campaigns across email, web, social, and producer channels 

  • Maintain and update sales collateral, broker materials, presentations, FAQs, and enrollment resources 

  • Ensure materials remain current with carrier, product, and compliance updates 

  • Support producer and partner communications including announcements, promotions, and training materials 

  • Track campaign engagement, participation metrics, and marketing activity reporting 

• Producer & Event Support

  • Coordinate webinars, producer training, regional meetings, and sponsored events 

  • Manage invitations, registrations, attendee tracking, and follow-up communications 

  • Support content calendars, promotional campaigns, and branded marketing materials 

  • Assist with producer onboarding and distribution of sales enablement resources 

• Operations & Project Coordination

  • Support rollout of new products, programs, and market initiatives 

  • Track marketing projects, timelines, approvals, and deliverables 

  • Maintain organized marketing assets, templates, and resource libraries 

  • Compile campaign reporting and assist with process improvement initiatives 

• Cross-Functional Support

• Partner with sales, carriers, associations, and internal stakeholders to support regional marketing initiatives 

• Provide marketing support across multiple territories including WA, OR, and AK 

• Assist with sponsorships, ad hoc marketing requests, and regional growth initiatives 

• Acting as a liaison with corporate marketing team on behalf of the practice

• Lead practice philanthropy and similar activities