Keystone Advisors Overview

Keystone Advisors is a full-service marketing company aligned with Top Health Insurance Carriers to provide our partners and clients with a broad and competitive portfolio of Insurance Options. We have over 20 years' experience in Insurance marketing while serving our local communities with Medicare, Individual, Group Health, Life, and Annuity products. The foundation of the company and its employees lies in our core values: Customer service, integrity, compassion, tenacity, & being a team player.

Job Purpose

The Marketing Coordinator will support Business-to-Business (B2B) marketing efforts by assisting in the execution of brand development, customer engagement, and strategic partnership activities. This role supports customer acquisition and retention through coordinated campaigns and helps maintain relationships with key external partners such as healthcare providers, brokers, and other organizations. The Marketing Coordinator will work closely with Sales, Call Center, Retention, and other internal teams to ensure marketing strategies align with organizational goals.

Duties and Responsibilities

Business-to-Business (B2B) Responsibilities:

• Assist with developing and maintaining relationships with key partners, including healthcare providers, insurance brokers, and community organizations to support business growth.
• Support the preparation of proposals and responses to RFPs (Requests for Proposals) for new business opportunities.
• Help create and maintain marketing materials (e.g., brochures, presentations, case studies) that clearly communicate the company's value proposition to business partners.
• Coordinate and assist with Marketing Manager to planning marketing events, conferences, and trade shows to ensure effective company representation and engagement with potential clients and partners.
• Support agent recruiting efforts through outreach activities including calls and digital communications.
• Assist in sourcing independent agents using databases, social media, and other platforms.
• Cross-Functional Responsibilities:
• Collaborate closely with Sales, Call Center, Retention, HR, and other teams to align marketing activities with business objectives.
• Help gather and analyze marketing data to support decision-making and optimize marketing efforts.
• Assist in managing marketing budgets and tracking resource allocation.

Key Performance Indicators (KPIs):

Number of strategic partnership contacts supported or generated.

Contributions to successful RFP submissions and partnership developments.

Support in revenue growth initiatives through partnership activities.

Event coordination success measured by attendance and lead generation.

Qualifications

• College degree preferred.
• Experience in sales and/or marketing or related field.
• Proficiency with Microsoft Office and internet tools.
• Familiarity with multiple phone devices and platforms.
• Strong written and verbal communication skills in English; excellent grammar and spelling.
• Some domestic travel may be required for industry events.
• Experience with CRM systems is preferred.

Knowledge, Skills, and Abilities:

• Professional and clear communicator.
• Persistent and committed to following through on tasks.
• Flexible and adaptable to changing priorities.
• Calm and professional when solving client-related issues.
• Team player who supports colleagues' success.
• Self-organized with strong time-management skills.
• Self-motivated and able to work independently while innovating within role parameters.
• Strong listening skills with a customer-focused approach.
• Eagerness to learn, coach, and persuade.

Company Benefits

At Keystone Advisors, we value our employees and strive to offer a well-rounded and competitive benefits package, including:

• Medical, Dental, and Vision Insurance

• Short-Term and Long-Term Disability (STD/LTD)

• Life Insurance and AD&D Coverage

• Paid Holidays and Paid Time Off (PTO)

• Employee Assistance Program (EAP)

• Wellness Programs, including mental health support

• Gym Membership

• Quarterly Employee Appreciation Activities

• Professional Development Opportunities