Product Marketing Manager, Loyalty and Retention

About First Connect:

First Connect Insurance Services is a digital platform providing independent insurance agents access to top US carriers and the optionality necessary to grow their businesses. Agents can work with over 130 carriers, selling various insurance policies, including home, auto, small business, and more. We’re on a mission to overhaul the technology agents have access to, putting consumer-grade software at their fingertips. We’ve got thousands of active agents with hundreds joining monthly and we plan to accelerate our growth.

The Role:

The Product Marketing Manager, Loyalty and Retention is responsible for designing, delivering, and optimizing First Connect’s agency loyalty and retention programs. This role not only develops scalable rewards initiatives and engagement campaigns but also drives end-to-end program management and delivery to ensure flawless execution and measurable impact by increasing customer lifetime value, reducing churn, and strengthening First Connect’s brand differentiation.

Over the last few years, we’ve successfully launched several high-value initiatives including Fast Start, First Connect Rewards, Shared Growth Plan, and monthly incentives. These currently operate as distinct programs. A primary objective for this role is to act as the strategic architect for agent loyalty and retention. You will audit our existing incentives to identify overlaps and gaps, ultimately weaving them into a singular, cohesive loyalty and retention strategy. You’ll transform a collection of programs into a unified value proposition that is intuitive, high-impact, and accessible to every First Connect agent.

What You’ll Do:

• Own the overarching loyalty program strategy and execution; incorporate existing First Connect programs into a holistic program that clearly defines how agents can maximize their earnings and growth at every stage of their tenure.

• Lead the continuous optimization of existing programs that drive retention, engagement, and new customer acquisition.

• Own end-to-end program management, including planning, execution, timelines, resource coordination, and risk management to ensure successful outcomes.

• Partner with product and UX teams to create in-portal experiences that make our programs easy to understand, easy to participate in, and easy to see progress and success.

• Plan and execute cross-channel marketing campaigns to increase program participation, strengthen advocacy, and support growth.

• Analyze data, retention trends, and program performance to generate insights, refine strategy, and improve overall success.

• Provide clear visibility into program adoption, engagement, and business impact through ongoing reporting and insights.

• Stay current on loyalty, rewards, and engagement trends; recommend innovative strategies to enhance both retention and acquisition efforts.

What You’ll Bring:

• Minimum of 5 years of experience in product/program marketing with specific expertise in customer loyalty, rewards, and retention programs

• Proven success in building, scaling, and optimizing customer programs that strengthen customer loyalty and support acquisition goals

• Ability to collaborate with cross-functional teams, drive alignment, and inspire collaboration to deliver complex programs on time and within scope

• Experience partnering with Product Managers and UX designers to create customer-centric digital experiences

• Ability to develop high-level program positioning and messaging frameworks

• Excellent storytelling and copywriting skills

• Strong communication and project management skills

• High EQ and a proven ability to work collaboratively in a fast-paced, high-growth environment

• Bachelor’s degree in marketing, business, or communications

Benefits & Perks:

First Connect treats its team members with the same level of dedication a