Team Enablement Coordinator

About This Role

The Team Enablement Coordinator drives operational efficiencies, manages compliant marketing and retention campaigns, and oversees compliance data for NFP Medicare and Individual Advisors. This role supports regional sales teams and ensures accuracy of licensing and carrier appointment information.

Responsibilities

• Manage and enhance workflows in AgencyBloc for individual and Medicare retention and marketing efforts.
• Maintain website blog and content using CMS approved content through AgencyBloc, liaising with corporate marketing.
• Produce automated emails for quarterly and ad hoc client communications and assist agents with social media presence.
• Upload books of businesses and maintain contracted AgencyBloc user licenses, distributing invoices.
• Maintain E&O and licensing data for agents, requesting licensure and carrier appointments.
• Monitor general email boxes for all regions and assign leads appropriately.
• Work with Regional Leaders to ensure Advisors are available in all states and maintain the Advisor listing.

Requirements

• Strong database skills
• Ability to multitask with attention to detail
• Excellent interpersonal, organizational, and communication skills
• Professional response to requests from personnel, clients, carriers, and the public
• Effective priority and deadline management
• Microsoft suite familiarity with proficiency in Outlook and Excel
• Problem-solving and data collection skills
• Interpretation of technical instructions and handling abstract/concrete variables.

Qualifications

• A bachelor's degree is preferred
• 1+ years of experience in digital market or equivalent education

Nice to Have

• Understanding of Medicare products and services is preferred
• AgencyBloc familiarity
• Experience in Medicare or individual health insurance

Skills

* Required skills

Benefits