Morgan Mckay Email & Phone Number

Cincinnati, Ohio, United States

• CRM Implementation & Optimization: Oversee the implementation and management of Salesforce tools to streamline customer communications, enhance personalization and optimize customer journeys.• Data-Driven Insights: Utilize analytics and customer data to gain valuable insights into customer behavior, preferences and pain points. Leverage data to inform marketing decisions and improve overall customer experience. • Multi-Channel Campaign Management: Lead a cross-functional team to plan, execute and measure integrated marketing campaigns across various channels to ensure consistent and engaging brand messaging.• Content Marketing: Collaborate with subject matter experts to create compelling and relevant content that aligns with marketing campaigns and resonates with our target audience.• Customer Loyalty & Retention: Design and implement customer loyalty and engagement journeys that foster long-term relationships, drive customer retention and enhance brand advocacy.• Marketing Technology Stack: Stay updated with the latest marketing technologies, recommend and implement solutions that optimize marketing efficiency and effectiveness.

Cincinnati, Ohio, United States

Cincinnati, Ohio

Ohio National Financial Services

- Marketing point of contact for two largest lines of distribution in company- Lead email marketing efforts for two largest lines of distribution- Facilitate and assist multiple webinars each month- Lead targeted marketing efforts- Member of the social media team- Assist with sales campaigns- Create and edit Brainshark presentations- Support agent recruiting efforts with direct mail and online landing pages- Lead agent compensation communications- Member of the corporate trade advertising "Buzz" team

- Cultivate authentic relationships while providing top-shelf customer service- Provide solutions to lack of communication between workforce and team- Proactively supply information to group of agents to move their business as quickly as possible- Monitor and generate production reports for internal and external clients- Develop team resource manual and other materials- Travel and present for semi-annual sales generator meetings- Keep accurate and timely logs of information for each producer- Manage and organize aspects of team growth and improvement- Train new employees on departmental products and procedures

Cincinnati, Ohio, United States

- Analyzed and reported issues with annuity applications to troubleshooters, processors, and/or upper-management- Processed amendments for up to 200 annuity applications daily- Quality-checked processed policy issuing monies up to $2,000,000

- Researched firms from a given list of up to 1,000 and retrieve useful data used for marketing purposes- Reported research and other relevant data in Excel spreadsheets to the owner of company

- Updated relevant student information and paperwork within files and office on daily basis- Retrieved files for advisors and administration in an organized, efficient, and timely manner- Managed and re-filed students documents after advising appointments

Bachelor Of Business Administration, Marketing And International Business

Bachelor Of Business Administration, Marketing