Shannon Gregory Email & Phone Number

St Louis, Missouri, United States

Greater St. Louis

Greater St. Louis Area

MARKETING: Work with advisors to create customized marketing campaigns based on their natural market.Perform market research to assist with cold prospecting efforts.Train employees on marketing best practices and offer tips for successful social media engagement.Write personalized copy for marketing materials, biographies, and social media platforms.Manage requests and engagement that are submitted through our website and LinkedIn page.Manage contracting and licensing services for our brokerage department.Submit employee social media profiles for compliance approval and manage database.RECRUITING: I create and manage all job postings, collaborate with third-party sourcers, utilize several platforms to conduct my own talent searches, and maintain campus relationships to recruit recent graduates.BROKERAGE: Assist Brokerage Manager with marketing outreach.Prepare illustrations, quotes, paperwork for our brokers.Share updates to products and programs.Intake new applications, prepare for submission, submit, and work with underwriters to get the best possible coverage for clients.Prepare reports and do special projects as needed.OTHER: I am also a part of the compliance team. My duties include managing the compliance files, preparation for quarterly and annual audits. I submit materials that we create for compliance approval and monitor expiration dates of approved materials. Also, I help with technology related to compliance procedures. Serve as backup to other departments as needed.

Greater St. Louis Area

Primarily responsible for cold source, full cycle recruiting. I create and manage all job postings, collaborate with third-party sourcers, utilize several platforms to conduct my own talent searches, and maintain campus relationships to recruit recent graduates.Work with advisors to create customized marketing campaigns based on their natural market.Perform market research to assist with cold prospecting efforts.Train employees on marketing best-practices and offer tips for successful social media engagement.Write personalized copy for marketing materials and social media platforms.Manage requests and engagement that filter through our website and LinkedIn page.

Greater St. Louis Area, United States

Worked with agency brokers to prepare illustrations used to increase life and disability product sales. Primarily focused on disability insurance.Processed new business and worked with underwriters to get our clients the best possible rates and coverage.Offered strategies and solutions to brokers in order to increase rates of sale. Offered up-sell opportunities such as disability to life programs.Prepared documents and statements for brokers to notify them of changes to their clients' policies and outstanding premiums.Continued to perform marketing department duties.During this time, we switched our website to a new vendor and I facilitated the transition. Several pages of content needed to be updated and the website was reconfigured to appear more appealing to consumers and make navigation more intuitive.Began consultations with individual advisors to assist their personal marketing efforts, designing personalized plans and calendars to help them achieve their marketing goals and capture more prospective clients.

Greater St. Louis Area, United States

Responsible for servicing all house accounts and assigning advisors where appropriate. Worked with clients to resolve issues related to policies and process necessary changes.Managed stock of generic marketing materials and created personalized pieces upon request. Submitted items for review and worked with compliance analysts to meet necessary state and federal requirements.Managed training calendar: scheduling guest speakers and planning content for training classes 3 days per week. Ensured technology was prepared and working properly for each session.Prepared and distributed internal and external communication pieces.Worked as a part of the compliance team to prepare for audits and maintain compliant files and activities within the office.Prepared and delivered statements and illustrations for agency brokers.Supported recruiting efforts by creating customized packets to lead management and candidates through the recruiting/onboarding process.