Transform and scale up comms and marketing

This family-owned insurance broker has ambitious plans for growth, leveraging partnerships and a more integrated, data-led approach to comms and marketing.

SERVICE: Fractional Comms Director

Working as an extension of the Leadership Team, I am providing strategic counsel on a wide range of opportunities and activities to transform the company’s approach to comms and marketing. Workstreams completed include:

  • Review of brand, positioning and channels
  • Recruitment and selection of Marketing Executive, from job spec, interview questions and task selection to onboarding and objective-setting
  • Agency brief reset with focus on rebrand
  • Web content and site architecture reviewed and enhanced
  • Messaging refreshed to highlight the company’s independence and specialism
  • Company values co-created with employees through a series of workshops
  • Suppliers briefed to meet short-term content needs, including video capturing key hospitality events
  • Ongoing:
    • Guiding and overseeing Marketing Executive’s work; mentoring
    • Leading a rebranding project, managing the creative agency and developing implementation plan for the new brand
    • Commissioning design and development of new website
    • Guiding transformation of digital channels to enable robust monitoring and measurement
    • Developing comms and marketing strategy to support growth strategy
    • Keeping employees inspired and informed about progress through updates in Company Meetings
    • Working with the Business Development team to support outreach with referrers
Marcie is proving invaluable in steering our next steps. We are making good progress with getting the essential building blocks in place, and her strategic focus keeps us aligned on the long-term vision. Marcie works well with people at every level and doesn’t hold back if she feels the need to challenge my thinking, but she does it with respect and sensitivity. It’s an exciting time for the business and there are lots of activities coming together with the benefit of Marcie’s experience and guidance.

John Lumley, Chairman and CEO

John Lumley, Chairman and CEO