The Bar Plan Mutual
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Marketing Manager
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The Bar Plan Mutual Position Title: Marketing Manager Department: Sales & Marketing Reports To: Director of Sales & Marketing Position Overview
The Marketing Manager is responsible for planning, executing, and managing all marketing initiatives to support business growth, strengthen brand awareness, and generate qualified leads for the sales team. This is a hands‑on role that covers the full spectrum of marketing activities. The Marketing Manager will work closely with the Director of Sales & Marketing but will not have direct reports. Key Responsibilities
Partner with the Director of Sales & Marketing to translate business goals into actionable marketing strategies and campaigns. Develop and manage annual marketing plans, budgets, and calendars. Digital & Content Marketing
Manage the company's website, ensuring content is current, engaging, and optimized for SEO. Create and publish digital content (blogs, articles, case studies, infographics, videos, etc.). Oversee email campaigns, newsletters, and customer communications. Manage and grow company presence across social media platforms. Brand & Communications
Maintain consistency of brand voice, messaging, and visual identity across all materials. Develop marketing collateral including brochures, presentations, and sales support tools. Coordinate press releases, announcements, and community outreach opportunities. Lead Generation & Campaigns
Plan and execute targeted campaigns to drive new business opportunities. Manage advertising (digital, print, sponsorships) and vendor relationships. Track campaign performance and provide insights to optimize results. Events & Client Engagement
Organize company participation in trade shows, industry conferences, and local events. Coordinate client appreciation initiatives and community engagement activities. Analytics & Reporting
Monitor marketing KPIs and prepare monthly performance reports. Provide insights on ROI, campaign effectiveness, and opportunities for improvement. Qualifications
Bachelor's Degree in Marketing, Communications, Business, or related field. 3-5 years of professional marketing experience, preferably in insurance, financial services, or other regulated industries. Strong writing, editing, and communication skills. Proficiency with marketing tools such as CRM systems, email marketing platforms, Google Analytics, and social media scheduling software. Demonstrated ability to manage multiple projects independently and meet deadlines. Creative thinker with strong analytical and organizational skills. Personal Attributes
Self‑starter who thrives in a small‑team environment. Comfortable balancing both strategic planning and tactical execution. Collaborative, flexible, and solutions‑oriented. Professional presence and ability to work cross‑functionally with sales and leadership teams. Salary: $80,000 - $100,000 per year
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Marketing Manager
role at
The Bar Plan Mutual Position Title: Marketing Manager Department: Sales & Marketing Reports To: Director of Sales & Marketing Position Overview
The Marketing Manager is responsible for planning, executing, and managing all marketing initiatives to support business growth, strengthen brand awareness, and generate qualified leads for the sales team. This is a hands‑on role that covers the full spectrum of marketing activities. The Marketing Manager will work closely with the Director of Sales & Marketing but will not have direct reports. Key Responsibilities
Partner with the Director of Sales & Marketing to translate business goals into actionable marketing strategies and campaigns. Develop and manage annual marketing plans, budgets, and calendars. Digital & Content Marketing
Manage the company's website, ensuring content is current, engaging, and optimized for SEO. Create and publish digital content (blogs, articles, case studies, infographics, videos, etc.). Oversee email campaigns, newsletters, and customer communications. Manage and grow company presence across social media platforms. Brand & Communications
Maintain consistency of brand voice, messaging, and visual identity across all materials. Develop marketing collateral including brochures, presentations, and sales support tools. Coordinate press releases, announcements, and community outreach opportunities. Lead Generation & Campaigns
Plan and execute targeted campaigns to drive new business opportunities. Manage advertising (digital, print, sponsorships) and vendor relationships. Track campaign performance and provide insights to optimize results. Events & Client Engagement
Organize company participation in trade shows, industry conferences, and local events. Coordinate client appreciation initiatives and community engagement activities. Analytics & Reporting
Monitor marketing KPIs and prepare monthly performance reports. Provide insights on ROI, campaign effectiveness, and opportunities for improvement. Qualifications
Bachelor's Degree in Marketing, Communications, Business, or related field. 3-5 years of professional marketing experience, preferably in insurance, financial services, or other regulated industries. Strong writing, editing, and communication skills. Proficiency with marketing tools such as CRM systems, email marketing platforms, Google Analytics, and social media scheduling software. Demonstrated ability to manage multiple projects independently and meet deadlines. Creative thinker with strong analytical and organizational skills. Personal Attributes
Self‑starter who thrives in a small‑team environment. Comfortable balancing both strategic planning and tactical execution. Collaborative, flexible, and solutions‑oriented. Professional presence and ability to work cross‑functionally with sales and leadership teams. Salary: $80,000 - $100,000 per year
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