Courtney Redfern Email & Phone Number

West Des Moines, Iowa, United States

Guthrie Center, Iowa

• Implemented Customer Relationship Management (CRM) System to organize and manage all client interactions and prospecting opportunities.
• Developed CRM workflows to track daily workloads and follow-up tasks.
• Created benchmark reports to track all sales activities.

Panora, IA

• Developed brand guidelines to create a consistent look and feel throughout all company marketing materials.
• Designed new marketing brochures, fliers and social media collateral to support the brand guidelines.
• Created and documented processes for all marketing activities.

• Implemented an online project management solution to manage department workload; track retention dates; streamline processes; capture sponsor approvals; and monitor project milestones.
• Created and managed annual marketing budget.
• Managed all marketing vendor relationships and negotiated media buys and contracts.
• Initiated and led corporate rebrand, including updated logo design; development of brand standards; creation of value proposition; and redesign of all corporate materials.
• Implemented marketing automation software to drive prospects through the sales cycle and create warm leads for the sales team to call.

West Des Moines, IA

• Built and managed relationships with key distribution partners, agents and internal contacts.
• Effectively delivered customer propositions.
• Managed the creation and design of marketing materials and communication materials targeted by distribution channel.

• Wrote, edited, and oversaw design of direct marketing messages, annuity product materials, and insurance concept materials.
• Created complete marketing campaigns for external customers.
• Managed external vendor relationships.

• Wrote, edited, and directed design of direct marketing messages, annuity product materials, and insurance concept materials.
• Created, implemented, and managed complete marketing campaigns for internal and external customers.
• Developed and managed central marketing calendar, which tracked all internal and external marketing initiatives, including cost, target numbers, tracking codes, lead results, etc.
• Built and managed relationships with internal and external customers and media vendors.
• Developed and managed Website content.
• Recommended yearly media purchases to help execute company marketing initiatives.

• Supervised and coached department members.
• Performed semi-annual performance reviews and established professional developmental goals and objectives.
• Developed system to cross-train team members on contracting processes for 30 insurance carriers.
• Collaborated with the IT Department to create a scanning solution to input contract and business applications into the company’s agent management system.
• Collaborated with the IT Department to create a system to send automatic, electronic notifications of outstanding contracting requirements to wholesalers and agents.