David Jacobson Email & Phone Number

New York, Ny, Us

New York City Metropolitan Area

Recruited to fill new role conducting internal outreach and marketing to existing policyholders, promote upselling of new products and features, and provide additional information about workplace safety. Enhanced policyholder email marketing program by improving frequency, engagement, quality, and sales leads. Helped policyholders lower premiums by promoting workplace safety social media content and podcasts. Recommended additional strategies to better engage and educate policyholders, including improved web site, new marketing collateral, and warmer tone for communications regarding audits and renewals.

New York, New York, United States

Led communications team of nine and outside marketing agency with $500K annual budget for New York State’s largest workers’ compensation insurer, with $20B in assets. Directed internal and external marketing, advertising, direct mail, email, social media, and public relations campaigns focused on revenue growth, upselling, and brand recognition. Established KPIs for marketing campaigns to maximize effectiveness. Reported to COO and served as executive team member.

New York, New York, United States

Greater New York City Area

Directed all communications efforts for team rating state and local governments, higher education, non-profit hospitals, housing finance agencies, infrastructure, and regulated/unregulated utilities. Transformed communications program from reactive to proactive and rebuilt reputation. Generated list of media and policy influencers, proactively announced research, and expanded outreach to new media outlets.Modernized communications strategy and tactics by leveraging analytics. Increased social media usage, started podcast, and utilized Twitter/X to reduce reliance on third parties for dissemination.Established Moody’s as thought leader in municipal finance by advising analysts, research directors, and managing directors on strategies for publicizing credit trends in municipal finance.Shifted industry perception of leading cause of fiscal stress in municipal finance from debt to pensions through targeted briefings, strategic messaging in research and rating actions, and training analysts. Elevated brand to position company as think tank and source of strategic information.Enabled strong sales growth by collaborating with business development and client services to optimize and align messaging and share best practices in closing business and upselling services.Proactively enabled Moody’s to quickly place analyst statements in public domain and improve media coverage with “Fast Quote” system, which issued quick responses to breaking news on how it impacted muni markets.Established cybersecurity communications strategy across all Moody’s lines of business to mitigate cyber threats that could impact ratings. Trained new analysts on media engagement and worked cybersecurity into all sectors.

Managed all media activities and led communications efforts for victorious 2010 statewide race, including candidate messaging, media training, writing & editing campaign literature and op-eds, editorial board meetings, assisting with field activities and personal appearances. Participated in daily conferences with campaign manager and consultants. Led communications efforts and outreach at state convention. Integrated Facebook into voter communications plans. Entrusted with updating Facebook accounts and studying metrics for effectiveness, with Facebook audience tripling under new proactive strategy.

Ran U.S. media and external relations program for leading North American life insurer and retirement product provider. Acted as company spokesperson to trade and local press and company representative to industry trade groups, including American Council of Life Insurers (ACLI), Insured Retirement Institute (IRI) and Organization for International Investments (OFII). Assisted government relations program and Sun Life PAC. Helped create and manage U.S. Unretirement Index, a leading market research study of how consumer behavior impacts retirement and investing behavior. Wrote executive speeches and presentations. Managed outside PR agency with $250,000 annual budget.

Managed publicity and marketing for emerging fintech company in managed account industry.

Greater Boston Area

Led PR teams for major technology companies including 3Com, edocs, Cambridge Display Technology and Webspective. Advised clients on public relations initiatives and marketing strategy. Generated coverage in top trade and business publications.

B.S., Mass Communications

Activities and Societies: Adlab -- Copywriter Prize Winner

M.S., Political Science

Activities and Societies: Pi Sigma Alpha