Osaic Careers
Marketing Operations Opportunity in Insurance Industry
Marketing Services Coordinator, Highland Capital Brokerage
Location(s): 3535 Grandview Pkwy., Suite 500, Birmingham, AL 35243
Role Type: Full time
Salary: $50,000 - $55,000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, licensure, experience, and education.
Summary:
The Marketing Services Coordinator keeps the marketing team organized, compliant, and operating efficiently. This hands-on administrative role is ideal for someone who thrives on process, precision, and follow-through, while also having a foundational understanding of marketing content and messaging. The coordinator manages a wide range of operational tasks including compliance approvals, invoices, PDF updates, inventory, and the Digital Asset Manager to keep the marketing engine running smoothly behind the scenes.
Education Requirements:
1. Bachelor’s degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
Responsibilities:
2. Own the compliance approval process for all marketing materials from submission through final approval
3. Submit requests, track progress, and manage updates based on compliance feedback
4. Process and track marketing invoices, expenses, and vendor billing
5. Fulfill and ship marketing materials and swag for events and conferences
6. Maintain and manage swag and collateral inventory
7. Update, reformat, and make content edits to marketing PDFs and other materials using Adobe software
8. Manage content uploads to Digital Asset Manager to ensure all materials are current, accurate, and properly categorized
9. Upload new assets and retire outdated materials following compliance approval
10. Maintain metadata, tagging, and folder organization for easy access by internal teams
11. Support Advisor Marketing initiatives, coordinate emails sends, and schedule advisor consultations
12. Monitor shared marketing inbox, responding promptly to advisor and internal requests
13. Serve as the first line of communication for advisor questions about marketing platforms and programs
Basic Requirements:
14. Strong organizational skills and attention to detail
15. Dependable team player who collaborates well with others
16. Comfortable managing multiple priorities and deadlines in a fast-paced environment
17. Excellent written and verbal communication skills, including the ability to write, review, and edit content for clarity and accuracy
Preferred Requirements:
18. Experience with Adobe Acrobat or Creative Cloud for updating and formatting PDFs
19. 2+ years of administrative or marketing coordination experience
20. Familiarity with compliance review workflows
21. Exposure to marketing automation or CRM tools