Marketing Project Lead

Responsibilities

• Training Coordination & Facilitation
• Our team prides itself on training and educating independent agents in the senior market so they can better serve their clients.
• Plan, coordinate, and maintain the company training calendar, working closely with Sales and Marketing leadership to identify priorities and schedule training sessions.
• Facilitate training programs, ensuring content accuracy, deadline alignment, and smooth delivery.
• Assist in developing and updating new training materials (manuals, videos, presentations, etc.) and identifying emerging training needs within the industry.
• Support the improvement and organization of training resources and documentation.
• Onboarding & Development - Facilitating new hire orientation and training for new staff members.
• Communications, Marketing & Administrative Support
• We believe when our team is knowledgeable in the senior market industry and true collaboration is present, we can accomplish anything.
• Lead end‑to‑end marketing initiatives, including campaign planning, task delegation, timelines, asset development, and launch execution
• Assist with internal communications, including drafting messaging, preparing updates, and supporting communication campaigns.
• Work closely with the Marketing/Social media teams to help curate relevant industry content surrounding training topics and materials developed and act as the boots on the ground cheerleader/brand ambassador for our online social networks.
• Partner with cross‑functional teams on administrative initiatives, coordinating timelines, managing logistics, and ensuring clear communication throughout.
• Contribute to the creation and polishing of presentations, content, and departmental documentation.
• Assist in event planning and logistics for both internal and external company events, meetings, etc.
• Coordinate with internal creative, compliance, sales, and external vendors to ensure timely approvals and delivery
• Collaborate closely with compliance teams to ensure all materials meet CMS, carrier, and state regulations
• Create basic graphic design assets such as slide decks, visual aids, infographics, and training visuals.
• Manage version control, approval tracking, and audit documentation
• Cross‑Functional Leadership
• Act as a primary point of contact for marketing projects across departments.
• Translate business goals into actionable plans with measurable outcomes.
• Present project updates, timelines, and performance insights to leadership.
• Creative Content Production (preferred, not required)
• Creativity can turn ordinary content into industry leading material.
• Edit and produce video content for internal training modules, leadership communications, and promotional initiatives.

Requirements

• Strong written and verbal communication skills with the ability to present information clearly and professionally.
• Excellent multitasking and organizational abilities, with proven success managing competing deadlines.
• Ability to quickly learn and understand industry‑specific concepts and translate them into effective training or communication materials.
• Basic graphic design skills using tools such as Canva and/or the Adobe Suite.
• Detail‑oriented, proactive, and adaptable in a fast‑paced environment.
• Preferred, but not required: (1) Experience with video editing software (e.g., Adobe Premiere Pro, Camtasia, or similar) (2) Comfortable being on camera or recording voice‑overs.
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Benefits

Additional Information

Marketing Project Lead Senior Marketing Specialists Columbia, MO About Senior Marketing Specialists Senior Marketing Specialists, an Integrity company, is McNerney Management Group's independent agent brokerage division headquartered in Columbia, Missouri. Supporting thousands of agents nationwide, SMS is one of the largest insurance marketing organizations (IMOs) in the country. Everything they create and every relationship they build is fueled by a passion to help agents develop their business plan and equip them with tools and resources that increase their bottom line. Job Summary Our Marketing Team is seeking a highly organized, communication driven team member to support and streamline training initiatives, communication, and project execution across the Sales, Marketing, and Administration teams. This role requires strong critical thinking, attention to detail, and the ability to collaborate cross-functionally to support complex assignments and multi-layered marketing campaigns. You will act as the connective force between marketing, compliance, sales leadership, carrier partners, and training teams, ensuring projects are delivered on time, on brand, and in compliance with CMS and carrier guidelines. This position requires initiative, the ability to guide conversations, manage priorities, and help keep teams aligned and informed. If you excel at multitasking, enjoy balancing creative work with structured project coordination, and thrive in a collaborative team atmosphere, this position may be an excellent fit.

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