Unison Risk Advisors ยท 3 weeks ago
Senior Marketing Analyst, Team Leader
Unison Risk Advisors is committed to providing exceptional service and fostering a supportive team culture. They are seeking a Senior Marketing Analyst and Team Leader to manage team performance, support client strategy, and conduct data analysis while collaborating with various departments.
Financial ServicesInsuranceProperty Insurance
Responsibilities
Leading, managing, and holding team members accountable for performance
Conducting weekly meetings, setting & monitoring scorecard metrics with team members, and leadership of quarterly planning and goal setting for team
Onboarding and training new team members
Ongoing training of existing team members, process development, and innovative solution-based thought leadership
Collaborating with other team leaders within and across departments to deliver the employee and client experience
Acting as a backup to team personnel when necessary
Gather data to prepare and send RFPs to carrier partners for quotes, review current benefits and plan amendments
Analyze market summaries and present proposals to internal teams and clients
Audit renewals for completeness and accuracy
Contribution of thought leadership, carrier relationships, and communication throughout the marketing workflows
Maintain awareness of employee benefits and healthcare issues, including applicable legislation and industry-specific trends. Serve as a leader in gaining and sharing this knowledge
Track marketplace developments, carrier changes, product innovations, and competitor movements
Conduct assessments and participate in roadmap discussions tied to the Gibson Sightline process
Keep colleagues and leadership informed of major developments and renewal outcomes
Partner with service teams and practice leaders to ensure deliverables and timelines are met
Qualification
Required
Current Life & Health license
Prior insurance experience, preferably in an Employee Benefits advisor or marketing analyst/team lead role
Proficient in agency management systems, marketing technology platform management, and other tech based tools
Past experience in people development, leadership, and management
Demonstrated analytical and problem-solving capabilities
Proficiency in Microsoft Outlook, Word, and Excel
Strong presentation and communication skills
Preferred
Bachelor's degree preferred; CEBS designation a plus
Experience in employee benefits, preferably in an agency setting
Benefits
Comprehensive benefit offering available to choose from
Company
Unison Risk Advisors
Unison Risk Advisors is committed to an independent brokerage service model guided
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Peloton Capital Management
2022-03-16Private Equity
Recent News
2025-08-01
2025-05-01
2025-05-01
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