Counterpart

Marketing

• Design and run email and system communications across the customer journey.
• Publish and maintain the lifecycle automation roadmap, sequencing campaigns by audience and priority, collaborating with the Content Manager on copy, and keeping stakeholders aligned on timing and objectives.
• Improve renewals and transactional communications, ensuring timely, accurate, and consistent information that builds trust and retention.
• Connect lifecycle triggers to the right Salesforce and HubSpot events, partnering with Data and system owners to establish the right architecture and governance.
• Measure lifecycle performance against submissions and premium growth, maintaining a live view of which campaigns drive results and where to scale, refine, or retire.
• Use performance data and field feedback to refine segmentation, optimize journeys, and create learning-driven workflows that improve outcomes for customers.
• Own event-triggered lifecycle emails and system messages, partnering with event owners to ensure communications are accurate, timely, and aligned with customer needs.
• Uphold brand guardrails and Agentic Insurance™ messaging across all lifecycle communications, partnering with the Content Manager to ensure clarity, consistency, and differentiation.

Lifecycle Marketing Manager