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Marketing Strategy & Business Liaison Consultant

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Our client is seeking a dynamic consultant to lead the development of the integrated marketing strategy, planning and execution for all lines of their insurance business - B2B and DTC - designed to drive the goals and objectives of the Texas business strategy. This role (located in Houston or Dallas, TX) is responsible for leveraging the corporate Marketing teams and other partners in this large matrix organization, in a way that is consistent with the needs of the market strategy and business objectives.

Key accountabilities include:  developing strategies and managing execution of activity throughout the sales and marketing funnel, from brand awareness and favorability to acquisition and retention, ultimately driving acquisition, retention and revenue targets. This role will serve as a key local advisor and marketing expert that will be strongly aligned to the Sales and Business Leaders for the region, reporting to the Marketing Lead.


  • Produce the annual marketing strategy and plans to deliver the projected acquisition and retention targets for client-based business and direct to consumer-based businesses as identified in the business plan. Manage plan execution, measurement and reporting. Includes working with the business teams to align to desired client and customer profile and developing targeted marketing strategies to foster broker partnerships and attract the right clients and customers. 

  • Client-based business: Lead marketing strategy, planning and execution in order to drive acquisition and retention for products and services across segments and channels. Must understand and leverage local market dynamics, communicate the value proposition and messaging, facilitate relationship building events, manage strategic community events, and align enterprise activities to support local market strategies. 

  • Direct to consumer business: Lead marketing strategy, planning and execution for acquisition and retention. Responsible for the DTC marketing strategies and activities that drive acquisition across the DTC channels. Accountable for developing strategies for delivering the annual DTC enrollment and revenue targets and enrolling desirable customers in emerging exchange channels. Develop the overall channel strategy in conjunction with the enterprise activities associated with NPS, insights and business development needs.

  • Leverage corporate relationships with the following teams: Research & Insights, Brand, Marketing Communications, Events & Sponsorships, Digital & Social Media, Public Relations, Business Communications, Product, Innovation and more to access expertise and resources to maximize marketing opportunities and pull through locally and nationally to drive market and marketing objectives. 

  • Maintain cross-functional relationships required to support marketing activity with IT, Digital, Compliance, Legal, Analytics, Med Econ, Finance and more.

  • Manage consultant, partner and agency relationships, as needed

  • Regularly curate, prioritize and put into action market insights to support ongoing marketing planning and execution (competitor analysis including positioning and messaging, industry structure, sizing and segmentation, demographics, distribution channel analysis, regulatory scan, etc.) 

  • Maintain necessary documentation, analytics, results measurement, reporting, budget tracking, etc. and capture learnings for continuous improvement

  • Special projects, as needed.

  • Travel up to 25%
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