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About the Role
The Marketing Analyst will support business development, market intelligence, and pipeline management, serving as a key enablement partner to the Business Development Director and Underwriting Leadership. This role helps identify and research prospective MGAs, program administrators, brokers, markets, and industry segments, ensuring opportunities are effectively tracked. The position combines research, analytical, organizational, and presentation skills with an understanding of the property and casualty insurance market to support Incline's growth.
Responsibilities
- Support the business development funnel from prospect identification through underwriting review and disposition.
- Maintain critical pipeline and relationship data.
- Develop market intelligence and presentation materials.
- Coordinate outreach and follow-up.
- Provide analytical support to help leaders prioritize and advance opportunities.
- Research prospective MGAs, program administrators, brokers, markets, and industry segments.
- Develop market intelligence, prospect profiles, and briefing materials.
- Build and maintain the prospect database, CRM records, relationship activity, lead sources, and opportunity information.
- Ensure pipeline data is accurate, current, and actionable.
- Support the Business Development Director and Underwriting Leaders with prospect research, presentations, proposals, pitch materials, and other resources.
- Translate business and underwriting information into clear, compelling materials for external audiences.
- Track opportunities from initial contact through underwriting review and disposition.
- Coordinate outreach, meeting preparation, follow-up, and next steps.
- Create, maintain, and continuously improve marketing collateral, presentations, program materials, and other business development resources.
- Coordinate business development activities associated with industry conferences, broker and prospect meetings, and other market-facing events.
- Support meeting preparation, scheduling coordination, materials, follow-up, and documentation of relationship activity.
- Develop pipeline reports and dashboards.
- Analyze pipeline and market data to identify trends, gaps, and opportunities.
- Collaborate with Business Development, Underwriting, Reinsurance, Marketing, and other internal stakeholders.
Requirements
- 3-5+ years of experience in marketing, business development support, market research, sales enablement, underwriting support, or a related analytical role.
- Experience within a property and casualty insurance carrier, MGA or program administrator, insurance brokerage, or related insurance organization strongly preferred.
- Working knowledge of the property and casualty insurance market and familiarity with MGAs, program administrators, brokers, underwriting, distribution relationships, and the program insurance model preferred.
- Ability to quickly learn Incline's target markets, underwriting appetite, and business development process.
- Strong proficiency with CRM platforms, Microsoft Excel, and PowerPoint.
- Experience maintaining prospect or opportunity databases and developing pipeline reporting, presentations, and business development materials required.
- Demonstrated ability to research companies, markets, and industry segments.
- Ability to synthesize information from multiple sources.
- Ability to identify relevant insights.
- Ability to translate findings into clear, actionable business intelligence.
- Excellent written and verbal communication skills.
- Strong attention to detail.
- Ability to create polished, executive-ready presentations, proposals, briefing materials, and marketing collateral.
- Highly organized, proactive, and detail-oriented with strong project management skills.
- Ability to manage multiple priorities and deadlines.
- Ability to maintain accurate information.
- Ability to coordinate across teams.
- Ability to follow opportunities through to completion.
- Collaborative, curious, and comfortable working with senior leaders and external business partners.
Skills
- Research
- Analytical
- Organizational
- Presentation
- CRM platforms
- Microsoft Excel
- Microsoft PowerPoint
- Salesforce (preferred)
- Project management
Location
- Austin, TX
Work Type
- Hybrid
Experience Level
- 3-5+ years
Education Level
- Bachelor's degree in Marketing, Business, Finance, Risk Management & Insurance, Communications, or a related field.
About the Company
- Incline's Marketing function supports the Company's growth strategy by strengthening market intelligence, business development enablement, prospect engagement, and the materials and insights used to position Incline with prospective partners.
- The team works closely with Business Development, Underwriting, Reinsurance, and executive leadership to identify target opportunities, maintain visibility into the pipeline, and support effective engagement with MGAs, program administrators, brokers, and other industry partners.
- At Incline, the Marketing Analyst will play an important role in supporting the Company's growth strategy and strengthening the engine behind its business development funnel.
- This position offers broad exposure to Business Development, Underwriting, Reinsurance, and executive leadership while providing the opportunity to develop deep knowledge of the program insurance market and contribute directly to how Incline identifies, evaluates, and advances new opportunities.