- Developed a communication strategy to retain maturing investment bond customers by informing them of enhanced rates and reinvestment options. Successfully retained 283 bonds, equating to £5.5 million in funds, and attracted an additional £87.5k in new investments through clear and effective communication.- Launched a new product, by researching the market, creating a product specification, and designing the online application process with a detailed technical brief alongside creating the… Show more - Developed a communication strategy to retain maturing investment bond customers by informing them of enhanced rates and reinvestment options. Successfully retained 283 bonds, equating to £5.5 million in funds, and attracted an additional £87.5k in new investments through clear and effective communication.- Launched a new product, by researching the market, creating a product specification, and designing the online application process with a detailed technical brief alongside creating the marketing literature, T&Cs, and a suite of customer communications.- Created a detailed technical map of the online customer journeys for each product to assist with building a new company website.- Implemented a Customer feedback system so that we can analyse feedback, connect better with our members, and showcase reviews on our website to increase conversions.- Managed various multi-channel marketing campaigns including direct mail, door drops, email, radio adverts, customer research, PR, influencer collaborations, blogs, PCP, and paid social, driving significant customer engagement and revenue growth. - Managed day-to-day website and social media activities, including uploading new blog and media content, implementing required changes, and scheduling posts for LinkedIn, Facebook, and Instagram.- Created all product literature, flyers, and marketing assets using Adobe InDesign, Photoshop, Illustrator, and Canva. Produced promotional videos using Adobe Premiere Pro and Canva, incorporating stock video, music, and bespoke voiceovers.- Event managed an exhibition stand at the Baby & Toddler event in Manchester to showcase our Junior ISA product. I designed our branded pop-up display stand, branded table stand, hoodies, leaflets, and baby milestone cards to give away. Developed a competition to generate leads, coordinated promotional giveaways, and promoted our partnership with Mini First Aid. The three-day event was a significant success. Show less

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- Modernised the entire suite of product literature, including application forms, brochures, and terms and conditions.- Completely revised statutory statement mailings, consolidating multiple products into a single statement and ensuring clarity and ease of understanding to prevent confusion or misinterpretation.- Implemented a version control system to allocate campaigns and job numbers to all creative items, ensuring accurate tracking and management.- Created the first product… Show more - Modernised the entire suite of product literature, including application forms, brochures, and terms and conditions.- Completely revised statutory statement mailings, consolidating multiple products into a single statement and ensuring clarity and ease of understanding to prevent confusion or misinterpretation.- Implemented a version control system to allocate campaigns and job numbers to all creative items, ensuring accurate tracking and management.- Created the first product online application, researching competitors and developing detailed technical specifications and scoping documents to full implementation.- Created and managed a retention plan for existing customers, utilising data and insights from members, product lifecycles, and marketplace analysis. Focused on measuring member satisfaction, increasing loyalty and engagement, reducing churn rates, and maximizing cross-sell opportunities. Show less

Customer Development:Create, manage and deliver the Marketing Sales Plan for existing customers:- Highly personalised Digital Marketing Campaigns for upsell and cross-sell- Statutory Mailings (Annual Statements, Maturity Options, Policy Documents & Welcome Brochures)- Retention Campaigns- Email Marketing Campaigns including building HTML templatesSome key achievements of this role have been:- Working towards and gaining an IDM Diploma in Direct & Digital… Show more Customer Development:Create, manage and deliver the Marketing Sales Plan for existing customers:- Highly personalised Digital Marketing Campaigns for upsell and cross-sell- Statutory Mailings (Annual Statements, Maturity Options, Policy Documents & Welcome Brochures)- Retention Campaigns- Email Marketing Campaigns including building HTML templatesSome key achievements of this role have been:- Working towards and gaining an IDM Diploma in Direct & Digital Marketing- Creating the scoping document logic and creative matrix for the Engage Mutual Over 50s Life Cover Digital Campaign, which was nominated for a Marketing Live Award- Receiving an RSVP award for being part of a campaign that resulted in over £1 million in additional contribution- Being recognised by my colleagues and being awarded with CIA award for managing the production of statements. This involved creating technical data briefs, data segmentation, mailing schedules, creative briefs and messaging- Successfully rebranding all Engage Mutual's Marketing collateral for both offline and online materials (200+ items). Working well under pressure, with extremely tight deadlines and overcoming several barriers along the way. Show less

Statutory Communications to Existing Customers

Assisting with Statutory & Corporate Communications

Secondment to Marketing to support the management and development of the engage product range and research into markets and consumers.

Communicate effectively with customers to exchange information and maintain / build customer loyalty, providing a high quality service to all customers during every contact.Provide information to customers on the range of products in both verbal and written formats. Dealing with queries on the telephone. Often operating under data protection restrictions and financial service industry regulations.

Assisting the Financial Advisers with clients.

- Everyday admin and reception duties- Answering company phones, emails and faxes. - Assisting the Managing Director and Researchers. - Arranging meetings and interviews.- Dealing with all incoming mail and resumes. .