Farmers Insurance Account Executive - Credit Union in New York, New York


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Job Summary Works with managers throughout Farmers and the Credit Union to develop local marketing events to promote Credit Union membership. Coordinates all activities for each event including supply distribution, prizes, and duration of campaign, budget, marketing support and staffing. Responsible for tracking results and providing recommendations for future events. Also is responsible for collecting and maintaining data related to market conditions of each proposed site. Performs various other marketing and support functions when not traveling including general promotional development, membership surveys, collateral production and tracking, Farmers University and Retiree package mailings and other projects as assigned by the VP of Marketing.

Essential Job Functions Develops individual marketing activities to support branch growth and/or agency events. Travels to various locations throughout the country to organize events. Analyzes market conditions to ensure that the marketing activity is in line with the demographics of that particular region. Provides annual profile of demographics for each region. Oversees budget for each activity. Is responsible for reporting variances on a monthly basis. Works with outside vendors to solicit participation in marketing activities. Actively promotes the participation of both staff and monetary contributions from these outside sources. Works with VP and AVPs of Branches to set priorities and establish goals for each event. Tracks results of each event and analyzes the success/shortfall of each. Distributes reports for review. Tracks marketing collateral inventory for branches and DMs. Ensures timely distribution and proper inventory controls. Develops mailings for follow up to Farmers University attendees and retirees for account generation and retention. Develops ongoing mail programs to DMs and BCO managers for relationship development throughout the agency side of the business. Makes routine phone calls to HR managers, DMs and BCO managers to establish event schedules, coordinate Financial Finesse seminars and maintain relationships throughout the organization. Manages postage budget and routinely researches alternative delivery channels to provide the lowest cost delivery method to branches and district offices. Promotes safety at all times and complies with safety/ergonomic standards as outlined in relevant company published manuals. Performs other duties as assigned.

Physical Actions Required job duties include up to 75% travel. Office duties are essentially sedentary work but includes typical walking, standing and lifting and/or carrying 10 lbs. maximum in an office environment.

Physical Requirements Required job duties are normally performed in a climate-controlled office environment.

Education Requirements Four-year college degree or two years experience in a consumer financial institution in addition to the experience requirement below.

Experience Requirements Two years in a consumer financial institution or retail environment.

Special Skill Requirement Ability to travel up to 75% of the time.


Farmers is an equal opportunity employer, committed to the strength of a diverse workforce.

Job: *Credit Union

Organization: *Farmers Insurance

Title: Account Executive - Credit Union

Location: New York-New York

Requisition ID: 180009ZV