Growth and Execution Support Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Coordinate logistics for Employee Benefits Sales Distribution Leadership Meetings

• Act as the main organizer for regularly scheduled national broker meetings

• Assist in delivering and communicating marketing materials to our national broker contacts

• Help manage relationships in the specialty market

• Develop broker sales insights to drive growth

• Prepare monthly and quarterly reports for brokers and general agencies

• Oversee the annual tracking and distribution of broker agreements

• Monitor and track financials related to third-party distribution partnerships

• Serve as the point of contact for the creation of enrollment microsites

• Maintain and communicate national broker rate cards and programs

• Keep broker profiles and technology profiles up to date

• Act as a backup resource for responding to Requests for Information (RFIs)

⛳️ Requirements

• Bachelor’s degree or equivalent experience

• Over 3 years of professional work experience in Financial Services or a related field

• At least 2 years of experience in the Employee Benefits/Insurance Industry with knowledge of group insurance products

• Strong proficiency in data management and reporting, including report preparation, data synthesis, and ensuring accuracy in monthly/quarterly deliverables

• Capable of building presentations and managing meeting preparation/materials for audiences up to Senior Leadership

• Proficient in Microsoft Office Suite with the ability to create pivot tables in Excel

🏝️ Benefits

• Medical

• Dental

• Vision

• 401(k) plan

• Paid time off