Supports and collaborates with the Marketing and Communications teams for plan development, project management, strategizing and execution and/or oversight of implementation of one or more key product of client's digital portfolio. Products include Health Plan (individual, group, CHIP/Medicaid, Medicare), Education (College of Medicine, School of Nursing, Research, Fundraising), .org website as a whole and Marketing structure and landing pages. Establishes and maintains production schedules for assigned projects, consistently meeting deadlines. Engages and educates department colleagues so that all activities make the best use of colleagues' talents, tools and expertise. When applicable serves as product super user and trainer, supports end users with training and support.In partnership with direct supervisor and other departmental, hospital/Institute and system leaders, identifies and effectively communicates strategic opportunities or threats in a timely and credible manner, and assists in developing proactive and reactive strategic internal communications on system issues and activities. Generates innovative solutions and ideas that support the client's mission. Leads specific, department-wide initiatives that contribute to the success of Marketing and Communications but may not be directly related to day-to-day areas of responsibility. Supports the management of external vendors: advertising/PR agencies, consultants, media planning and placement agencies, strategic communications experts, information services vendors, printers, mail houses, videographers, photographers, etc. Ensures that plans and projects include appropriate deliverables, realistic budgets, and measurable objectives. Coordinates and develops collateral materials as necessary. Incorporates quality measurements to track effectiveness and improvement efficiency. Recommends new, creative methods for ensuring improvement, success, and tracking.

Solely responsible for day-to-day content updates on AmeriGas.com website via SiteCore platform as well as all projects relating to content on the site including:o Vetting new content through legal and SME channels, as well as editing for brand voice.o Working with technical vendors providing user stories to initiate design, FED, DEV and other functional updates needed for the site.o Prioritization of competing requests including setting timelines and deliverables as appropriate.o Rolled out process to submit requests for website updates and implemented across the organization.o Q/A of new content as well as ongoing quality audits and sprint or project related launch testing/review.o Coordination of date through CRM, mapping of forms, leads, campaigns.— Instrumental in the launch of the new AmeriGas.com website with heavy SEO and paid involvement throughout the entire design, development, and content creation process. o Optimized all content for search through a website redesign that launched in September of 2020. Managed the creation of new content, rewriting, and optimization of over 200 pieces of content.— Ran content marketing program with agency, bringing multiple SMEs and teams together, including marketing, legal, and safety to get a content calendar and cadence (where none existed before). This initiative resulted in an increase of 2-4 new pieces of SEO content launching each month.— Supported various internal teams with expert guidance on website best practices, accessibility, SEO, UX, content and verbiage. Consulted on design, brand guidelines, and voice. o Channels supported included: customer journey, A/B Testing, SMS, Chatbot, Commercial, Marketing, Field and Service, Operations, Self-service portal. o Improvements increased leads by 37% and conversions 30% YoY online.— Led research efforts and managed the RFP process and budget to implement video function on site as well as examine site-search solutions to improve customer experience.

-Managed the eCommerce Paid Search landing pages which accounted for 30% of Xfinity.com new acquisitions, including overall digital marketing strategy for desktop and mobile, creative, quality assurance, compliance with company standards, A/B testing and implementation of results, and daily merchandising.-Led weekly testing meetings with the test/target team proposing tests to see if a specific change to the page would lift new acquisitions/sales. The project roadmap used test results to quantify the impact and determine implementation course.-Collaborated with Content, UX, Legal, Technology, Testing, and other departments as needed for day-to-day launches as well as special projects including creative updates, competitive offer segmentation, mobile journey improvements, and ultimately automating a once manual offer selection process.-Handled Third Party Vendor projects such as a collaboration with Amazon for Xfinity, and solicitation and testing of Quality Assurance and Audit programs through LeapFrog Online.-Communicated via weekly report with the Paid Search team on sales launches and site updates as well as represented the team in weekly meetings with senior management to present on proposed improvements, metrics, and offer updates.

-Acted as the liaison between internal and external clients and principal.-Created client marketing pieces and financial and other reporting on a monthly and ad-hoc basis.-Managed firm regulatory requirements and maintained a compliant office. -Reviewed and finalized contracts.-Transacted trades on a daily basis.

-Relocated in order to act as the primary caregiver for a family member during a terminal illness.

-Provided a resource to internal and external clients as an expert on variable Annuity and Insurance products sold in the Asian, Middle Eastern and Latin American markets.-Created, initiated and implemented training programs including ongoing educational sessions, new product launches, product positioning and new employee training.-Created, reviewed and approved content for marketing pieces, website, and projects including creating a Product Roadmap designed to help customers choose the best product for their goals.-Solicited and integrated feedback from the field in order to improve both product design and marketing of products as well as ease of use on website, forms, and applications.-Managed budget on various projects.

-Write and review financial plans for planners who charge fees for their financial plan, ensuring goals and needs are addressed across all applicable financial planning areas.-Focus on Insurance, Tax, Education, Estate, Investment and Retirement Planning, with Business Continuity planning.-Promote value of financial planning among producers, including higher implementation rates among those providing sound needs-based financial advice to their clients.-Praised for rapport with top planners.

 Initial team member responsible for sales as well as assisting with creation of processes and procedures.  Provided seminars for employer groups to promote income products. Educational, Consultative sales approach provided for top sales every year.

 Provided financial planning and investment advisory services to help clients meet their insurance needs and financial goals Solicited and procured applications for all types of financial services products including life and disability insurance policies, annuity contracts, mutual funds and long term care