Team Enablement Coordinator

About This Role

The Team Enablement Coordinator drives operational efficiencies and manages compliant marketing and retention campaigns for NFP Medicare and Individual Advisors. This role also ensures the accuracy and maintenance of compliance data for downline and W-2 advisors.

Responsibilities

• Manage and enhance CRM (AgencyBloc) workflows for individual and Medicare retention and marketing efforts
• Maintain website blog using CMS approved content through AgencyBloc
• Produce automated emails for quarterly and ad hoc client communications
• Maintain E&O, licensing data, and OIG/GSA exclusions for downline and w-2 agents for annual carrier audits
• Monitor general email boxes for all regions and assign leads appropriately
• Liaise with corporate marketing for national campaigns, resources, and marketing toolkit updates
• Generate reporting on pipeline, revenue, client books of business, and client carrier listings
• Act as the go-to person for AgencyBloc issues or additional training requests
• Upload books of businesses from group prospects, new acquisitions, new employees, or from carriers

Requirements

• Strong database skills
• Ability to multitask with attention to detail
• Excellent interpersonal, organizational, and communication skills
• Proficiency in Outlook and Excel
• Problem-solving and data collection skills

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
• AgencyBloc familiarity
• Experience in Medicare or individual health insurance

Skills

* Required skills

Benefits