Lifecycle Marketing Manager

Set the lifecycle marketing strategy under the direction of the Marketing Lead, defining segments, journey stages, and contact guidelines that shape how we engage brokers, agents, and insureds across their relationship. Publish and maintain the email automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives. Design and oversee lifecycle programs that move contacts from onboarding to first submission, re-engage inactive brokers, support quote-to-bind, and deliver product education, driving stronger engagement, higher submission rates, and premium growth. Oversee renewal and transactional communications, ensuring brokers, agents, and insureds receive timely, accurate, and consistent information that builds trust and retention. Ensure Salesforce and HubSpot capture the lifecycle events and fields needed for targeting and triggers, partnering with Data and system owners to establish the right architecture and governance. Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire. Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for our customers. Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs. Uphold brand guardrails and Agentic Insurance™ messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.