Experience

AGIA Affinity

• United States
• Insurance
• 100 - 200 Employee

• Sr. Marketing Director

  • Jun 2023 - Present

• Insurance Marketing Director

  • May 2017 - Jul 2023

• Senior Client Marketing Manager

  • Jan 2016 - May 2017

• Manager, Client Marketing

  • Sep 2013 - Dec 2015

  • Developed and executed client marketing strategy and plans. • Reported on revenue projections and developed contingency plans as needed. • Oversaw product development including survey research, configuration testing, and marketing package testing. • Collaborated with internal departments, vendors, clients and partners to implement marketing projects. • Managed Marketing Coordinator and Specialist team on various clients. • Participated in Compliance and Marketing Review calls… Show more • Developed and executed client marketing strategy and plans. • Reported on revenue projections and developed contingency plans as needed. • Oversaw product development including survey research, configuration testing, and marketing package testing. • Collaborated with internal departments, vendors, clients and partners to implement marketing projects. • Managed Marketing Coordinator and Specialist team on various clients. • Participated in Compliance and Marketing Review calls with carriers. • Assisted in the implementation of a digital strategy including new website design.

• Marketing Project Coordinator

  • Apr 2012 - Sep 2013

  • Handled the execution of direct mail solicitations, emails, websites, and various other projects on a client’s marketing plan to meet or exceed revenue projects. • Coordinated communication between multiple internal departments as well as with clients and carriers. • Interpreted historical marketing plan data throughout plan year to recommend best marketing strategy for current marketing projects. • Led meetings to disseminate key information relative to marketing offers to internal… Show more • Handled the execution of direct mail solicitations, emails, websites, and various other projects on a client’s marketing plan to meet or exceed revenue projects. • Coordinated communication between multiple internal departments as well as with clients and carriers. • Interpreted historical marketing plan data throughout plan year to recommend best marketing strategy for current marketing projects. • Led meetings to disseminate key information relative to marketing offers to internal departments, to ensure workflow clarity, reporting accuracy and processing and fulfillment capability. • Contributed to negotiation with carriers, clients, and internal departments in order to resolve legal and other desired revisions, to ensure final marketing materials are complete, accurate, and maintain creative integrity. • Assisted in the development of marketing plans for the upcoming year. • Developed marketing process documents and project schedules for training and project execution.



Self-Employed

• Santa Barbara, California Area

• Marketing Consultant

  • May 2011 - Apr 2012

  • Taught companies how to use social media to promote their businesses. • Taught companies how to use social media to promote their businesses.



Elite Meetings International by Cvent

• United States
• Advertising Services
• 1 - 100 Employee

• Marketing Manager

  • Sep 2010 - May 2011

  • Spearheaded both B2B and B2C marketing efforts (print, email, web, social) • Improved social media marketing and increased followers by 20% • Coproduced company’s largest event to date • Performed analysis of email campaign performance/ROI • Managed internal communication with relevant teams on strategy, results, and analytics • Oversaw external business partners and client deliverables • Launched company’s new products through press and marketing channels • Established… Show more • Spearheaded both B2B and B2C marketing efforts (print, email, web, social) • Improved social media marketing and increased followers by 20% • Coproduced company’s largest event to date • Performed analysis of email campaign performance/ROI • Managed internal communication with relevant teams on strategy, results, and analytics • Oversaw external business partners and client deliverables • Launched company’s new products through press and marketing channels • Established and documented marketing processes • Held an administrative role in company’s CRM system • Wrote and edited the company’s blog

• Marketing Coordinator

  • Mar 2010 - Sep 2010

  • Assisted in establishing company’s marketing plan • Coproduced company’s biannual events • Executed trade show logistics • Managed event marketing (print, email, web, social) • Sought partnerships for events and trade shows

• Event & Marketing Assistant

  • Oct 2007 - Mar 2010

  • Assisted in the successful execution of events (3rd party events, company events, and trade shows) • Ran the Planner Forum portion of the event which brought together top-level meeting planners to discuss best practices • Controlled budgets for trade shows and events • Supported the Planner Communications and Hotel Sales teams through calling campaigns, web tutorials, and customer support



UC San Diego

• United States
• Higher Education
• 700 & Above Employee

• Student Assistant - Administrative Records

  • Apr 2005 - Jul 2007



ACT-1 Onsite at Amgen

• Administrative Clerk for Marketing

  • Jun 2005 - Jun 2005



Ventura County Fire Department

• Student Aide to Fire Marshal

  • Jul 2004 - Aug 2004

  • Planned and organized a conference for public and private government agencies to reduce the risk of property damage during major wildfires. • Assisted a Prevention Officer in identifying undeveloped parcels in a high-risk neighborhood using aerial photos and mapping software. • Planned and organized a conference for public and private government agencies to reduce the risk of property damage during major wildfires. • Assisted a Prevention Officer in identifying undeveloped parcels in a high-risk neighborhood using aerial photos and mapping software.



ACT-1 Onsite at Amgen

• Administrative Clerk for Regulatory Affairs

  • Jun 2004 - Jul 2004

  • Worked as part of a team to prepare, quality control, finalize, and ship documents to Canada's Regulatory Agency in support of Amgen's filing. • Involved consistency, accuracy, accountability, and problem solving to work with tight timelines and quick turnaround. • Worked as part of a team to prepare, quality control, finalize, and ship documents to Canada's Regulatory Agency in support of Amgen's filing. • Involved consistency, accuracy, accountability, and problem solving to work with tight timelines and quick turnaround.



Ventura County Fire Department

• Student Aide to Chief Arson Investigator

  • Jun 2003 - Sep 2003