Marketing Analyst

Incline P&C Group•Austin, TX
•Hybrid

About The Position

Incline Insurance Group is seeking a Marketing Analyst to support business development, market intelligence, and pipeline management across the organization. The role partners with the Business Development Director and Underwriting Leadership to research prospective MGAs, program administrators, brokers, markets, and industry segments, and to track opportunities from initial contact through underwriting review and disposition. The analyst combines research, analytical, organizational, and presentation skills with an understanding of the property and casualty insurance market to support Incline’s business development efforts and growth. Incline’s Marketing function supports the Company’s growth strategy through market intelligence, business development enablement, prospect engagement, and materials and insights used to position Incline with prospective partners. The team works with Business Development, Underwriting, Reinsurance, and executive leadership to identify opportunities, maintain pipeline visibility, and support engagement with industry partners. The Marketing Analyst supports the business development funnel by maintaining pipeline and relationship data, developing market intelligence and presentation materials, coordinating outreach and follow-up, and providing analytical support to help Business Development and Underwriting leaders prioritize and advance opportunities. The role also supports industry conferences and other market-facing activities, develops pipeline reports and dashboards, and collaborates with internal stakeholders to support opportunity evaluation and decision-making. The preferred location is Austin, Texas, with a hybrid work model. The position offers exposure to Business Development, Underwriting, Reinsurance, and executive leadership, and the opportunity to develop knowledge of the program insurance market and contribute to identifying, evaluating, and advancing new opportunities.

Requirements

  • 3–5+ years of experience in marketing, business development support, market research, sales enablement, underwriting support, or a related analytical role.
  • Bachelor’s degree in Marketing, Business, Finance, Risk Management & Insurance, Communications, or a related field.
  • Strong proficiency with CRM platforms, Microsoft Excel, and PowerPoint.
  • Experience maintaining prospect or opportunity databases and developing pipeline reporting, presentations, and business development materials.
  • Ability to research companies, markets, and industry segments; synthesize information from multiple sources; identify relevant insights; and translate findings into clear, actionable business intelligence.
  • Excellent written and verbal communication skills, strong attention to detail, and ability to create polished, executive-ready presentations, proposals, briefing materials, and marketing collateral.
  • Strong organization, proactivity, attention to detail, and project management skills.
  • Ability to manage multiple priorities and deadlines, maintain accurate information, coordinate across teams, and follow opportunities through to completion.
  • Collaborative and curious approach, with comfort working with senior leaders and external business partners.
  • Ability to quickly learn Incline’s target markets, underwriting appetite, and business development process.

Nice To Haves

  • Experience within a property and casualty insurance carrier, MGA or program administrator, insurance brokerage, or related insurance organization.
  • Working knowledge of the property and casualty insurance market and familiarity with MGAs, program administrators, brokers, underwriting, distribution relationships, and the program insurance model.
  • Salesforce experience.

Responsibilities

  • Research prospective MGAs, program administrators, brokers, markets, and industry segments for opportunities aligned with Incline’s target markets and underwriting appetite.
  • Develop market intelligence, prospect profiles, and briefing materials to prepare business leaders for meetings and opportunity evaluations.
  • Build and maintain prospect databases, CRM records, relationship activity, lead sources, and opportunity information.
  • Ensure pipeline data is accurate, current, actionable, and clear regarding status, ownership, next steps, and outcomes.
  • Support the Business Development Director and Underwriting Leaders with prospect research, presentations, proposals, pitch materials, and other business development 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, ensuring actions and commitments are completed.
  • Create, maintain, and improve marketing collateral, presentations, program materials, and other business development resources.
  • Ensure materials are accurate, consistent, professional, and aligned with Incline’s brand and value proposition.
  • Coordinate business development activities for 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 covering business development activity, lead sources, prospect engagement, opportunity progression, conversion, and outcomes.
  • Analyze pipeline and market data to identify trends, gaps, and opportunities for improved focus and execution.
  • Collaborate with Business Development, Underwriting, Reinsurance, Marketing, and other internal stakeholders to route opportunities to appropriate leaders and provide information needed for evaluation and decision-making.
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