Team Enablement Coordinator - Austin
2 weeks ago
Job summary
This role is responsible for driving operational efficiencies launching and managing compliant marketing and retention campaigns overseeing the accuracy and maintenance of compliance data for all downline and W-2 NFP Medicare Individual Advisors.Responsibilities
- Crm AgencyBloc Management Enhancements Creates maintains workflows in Agency Bloc that are consistent across all regions related to individual Medicare retention marketing efforts.
- Maintains website blog using CMS approved content through AgencyBloc Update website content as needed requested by Regional Leaders liaise with corporate marketing for brand governance national support needs Produces automated emails for quarterly ad hoc client communications Assists agents NFP Medicare Services with developing an online social media presence using CMS approved content from AgencyBloc Uploads books of businesses from group prospects new acquisitions new employees or from carriers for downline w-2 employees Maintains contracted AgencyBloc user licenses allocates monthly fees by region distributes invoice approval sends request payment Attends annual Bloc Builder conference learn best practices maximize efficiencies inAgency Bloc Acts go-to anyAgency Bloc issues additional training requests Generates reporting on pipeline revenue client books business client carrier listings maintaining confidentiality HIPAA required Compliance Regulatory Support Maintains E O licensing data on downline w-2 agents annual carrier audits Requests licensure carrier appointments expansion existing states Maintains documentation OIG GSA exclusions carrier audits Liaise corporate compliance team regulatory guidance practice updates issues escalations Marketing Coordination Monitors general email boxes all regions assigns leads appropriately Works Regional Leaders ensure Advisors available states maintains Advisor listing Liaise corporate marketing team national campaigns resource marketing toolkit updates presentation templates website support etc Additional duties assigned Knowledge Skills Abilities Strong database skills Ability multitask attention detail Understanding Medicare products services preferred Excellent interpersonal organizational communication skills Professional response requests personnel clients carriers public Effective priority deadline management Agencysuitability familiarity plus Microsoft suite familiarity proficiency Outlook Excel Problem-solving data collection skills Interpretation technical instructions handling abstract concrete variables Education Experience Bachelor degree preferred Requires years experience digital market equivalent education Experience Medicare individual health insurance plus What We Offer We proud offer competitive salary PTO paid holidays 401k match exclusive discount programs health wellness programs more Our PeopleFirst culture focuses building nurturing lifelong relationships employees day exist others base salary range position USD base salary offered determined factors including experience credentials education certifications skill level required scope position geographic location actual base salary case-case basis performance-based incentives NFP You Better Together NFP inclusive Equal Employment Opportunity employer
Job description
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