Marketing Operations Intern

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Logo of AmeriLife

AmeriLife

1001 - 5000 employees

Founded 1973

💸 Finance

💰 Secondary Market on 2022-06

Finance • Insurance

AmeriLife is a leading independent marketing organization and registered investment advisor in the United States. It provides comprehensive insurance and financial solutions to agents, advisors, and consumers, aiming to help people live longer, healthier lives. AmeriLife collaborates with numerous carriers, financial marketing organizations (FMOs), and industry experts to deliver health and financial solutions to millions of Americans annually. With a vast network of over 300,000 client-centered agents and advisors, AmeriLife offers advanced technology solutions and tools, like the Agent Xcelerator®, to enhance service quality and business growth. Their commitment to leadership is evident in their extensive distribution network and innovative partnership opportunities.

📋 Description

• Support Marketing Reporting and Data Management • Assist with the preparation and maintenance of recurring marketing reports by gathering, organizing, and updating data within standardized templates • Ensure consistency and accuracy across reporting outputs and support tracking of campaign and project activity • Maintain Data Quality and Organization • Clean, format, and organize datasets including contact lists, campaign exports, and internal trackers • Maintain file organization, naming conventions, and shared folders to ensure accessibility and consistency across the team • Assist with Marketing Operations and Workflow Tracking • Support day-to-day operational processes by logging incoming requests, updating project trackers, and helping maintain visibility into project status and workload • Contribute to improving organization and efficiency across the team • Provide Quality Control and Compliance Support • Support the reapproval process for sunset marketing materials by identifying expiring assets, initiating resubmission workflows, and coordinating updates to ensure all content remains compliant with current regulatory and internal standards • Support Content and Asset Management • Organize marketing assets and maintain version control across shared platforms • Assist with uploading, tagging, and maintaining content libraries used by the marketing team • Assist with Process Documentation and Operational Efficiency • Document repeatable tasks and workflows to support consistency and scalability • Help create simple guides and checklists that improve efficiency and reduce manual effort across the team • Develop Under Marketing Leadership • Receive guidance and mentorship from marketing leadership and team members, gaining exposure to marketing within a regulated financial services environment including annuities, life, and broker-dealer channels • Build Foundational Business and Analytical Skills • Develop skills in data management, reporting, process discipline, and operational execution • Gain an understanding of how accurate data and reporting support marketing performance and business decision-making

🎯 Requirements

• Pursuing a degree in Finance, Business, Marketing, or a related field • Strong attention to detail and organizational skills • Proficiency in Microsoft Excel and comfort working with data • Ability to manage multiple tasks and meet deadlines • Strong communication skills and willingness to learn • Interest in financial services and marketing operations is a plus

🏖️ Benefits

• A comprehensive benefits package that includes PTO • medical • dental • vision • retirement savings • disability insurance • life insurance

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