Marketing Lead Specialist

Job Title: Marketing Lead Specialist

FLSA Status: Non-Exempt

Job Family: Information Marketing

Department: Information Marketing

Location: Corporate Office (Fort Wayne, IN)

JOB SUMMARY
Responsible for managing all inbound leads; researching, analyzing, processing, filtering, and distributing
potential target prospects to the appropriate channels. Build a pipeline of qualified leads by listening,
connecting, and engaging with prospects. Work in a highly collaborative environment with Information
Marketing, Client Services, Communications, and Sales staff to consistently maintain and record lead
generation for the company.

POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential
functions.

• Assist in building, updating and maintaining a CRM database using multiple systems and
  resources.
• Manage, process, and respond to quote requests that come to Brotherhood Mutual through Web,
  inbound calls, mail campaigns, surveys, magazine ads and printed materials, convention
  marketing, and other marketing campaigns.
• Build relationships and cultivate trust with prospects through oral and written communication,
  laying the ground work for future product sales.
• Remain current on underwriting guidelines in order to effectively target valid prospects for the
  Marketing Department.
• Use discernment in qualifying inbound leads and processing unique ministry requests.
• Gather missing information from prospective customers through gracious conversation, with
  sensitivity to insurance needs, explaining restrictions when necessary.
• Communicate effectively and works collaboratively with other department to supply required data,
  resolve complicated data issues, support effective marketing efforts and continually improve
  department procedures.
• Maintain discretion with confidential or sensitive information.
• Collaborate with management to improve and implement inbound lead process changes.
• Learn and maintain knowledge of insurance coverages and forms relating to all Brotherhood
  Mutual Insurance products and specialty insurance coverages.
• Participate in continuing education annually, including occasional travel for training and
  educational requirements as needed.
• Complete other projects as assigned.

KNOWLEDGE, SKILLS, AND ABILITIES
The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform
each essential duty satisfactorily. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.

• Must have excellent analytical, research, organizational, and relational skills.
• Must be highly organized, accurate, thorough, and detail-oriented.
• Must be able to work independently, following guidelines and standards for data research, data
  entry, and CRM maintenance, and to reach independent decisions.
• Must be able to conduct all written and oral communication professionally, accurately, and in a
  timely way to internal and external customers.
• Respond professionally and accurately to inquiries and requests by agents and customers.
• Manage inbound leads; distributing prospects to appropriate company representative.
• Complete assigned tasks accurately and thoroughly, and according to required deadlines.
• Must be able to maintain confidential information.
• Effectively interface with external contacts, Brotherhood employees, managers, and department
  staff members.

EDUCATION AND/OR EXPERIENCE
List Degree Requirement, Years' Experience, and Certifications
Education and/or Experience

• Must have an Associate’s degree or equivalent college experience.
• Must have or be willing to obtain CISR designation or equivalent insurance, customer service, or
  sales related training.
• Two or more years' experience in data processing, insurance, customer service, sales, marketing,
  or a related field required.
• Bachelor’s degree in related field is desired.
• Any form of insurance industry or computer education is desired.
• Two or more years work experience in at least two of the following: data processing, insurance,
  customer service, sales, marketing, or a related field is desired.

Terms and Conditions

This description is intended to describe the general content of and requirements for the
performance of this position. It is not to be construed as an exhaustive statement of duties,
responsibilities, or requirements.

Because the company’s niche is the church and related ministries market, and because effective
service requires a thorough understanding of this market, persons in this position must be
familiar with church operations and must conduct themselves in a manner that will neither
alienate nor offend persons within this target niche.

Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this
position description in any way the company desires. This job description in no way implies that
these are the only duties, including essential duties, to be performed by the employee occupying
this position. This position description is not an employment contract, implied or otherwise. The
employment relationship remains “at-will”.