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  • Build a new contact strategy for the business to improve the process for customer leads generated by branches.
  • Implement a programme of test and learn across all channels including email, SMS and outbound aimed at increasing efficiency and improving conversion/value.
  • Actively manage the CRM solution (Salesforce) including the in-house delivery of campaigns and reporting.
  • Work with the insurance business unit to create customer centric propositions which deliver increased value for customers.
  • Manage a range of internal stakeholders to improve the integration between insurance and other products.
  • Manage external agencies to ensure high quality delivery of creative and technical solutions.
  • Segment the customer database and identify most valuable customers and create a targeted strategy to build long-term relationships.
  • Regularly provide reporting to a range of stakeholders.
  • Manage a small team of campaign managers and customer analysts.


  • Have undertaken a customer marketing role in a financial services, insurance or another relevant industry.
  • Be commercially and customer driven.
  • B2C experience is essential.
  • Be able to understand data and be analytically minded.
  • Have a track record of implementing successful cross-sell, upsell and retention activities both at a hands on and strategic level.
  • UK experience.

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