Team Enablement Coordinator

About This Role

This role drives operational efficiencies and manages compliant marketing and retention campaigns for NFP Medicare and Individual Advisors. It involves overseeing the accuracy and maintenance of compliance data for downline and W-2 NFP Medicare and Individual Advisors.

Responsibilities

• Create and maintain workflows in AgencyBloc for individual and Medicare retention and marketing efforts across all regions
• Create and maintain procedural workflows to maximize efficiency for regional sales teams
• Maintain website blog using CMS approved content through AgencyBloc and update as requested
• Produce automated emails for quarterly and ad hoc client communications
• Assist agents with developing an online social media presence using CMS approved content from AgencyBloc
• Upload books of businesses from group prospects, new acquisitions, new employees, or from carriers
• Maintain contracted AgencyBloc user licenses, allocate monthly fees by region, and distribute invoices for payment
• Act as the go-to person for AgencyBloc issues or additional training requests
• Generate reporting on pipeline, revenue, client books of business, and client carrier listings, maintaining confidentiality and HIPAA
• Maintain E&O and licensing data for downline and w-2 agents for annual carrier audits
• Request licensure and carrier appointments in expansion and existing states
• Maintain documentation on OIG and GSA exclusions for carrier audits
• Liaise with corporate compliance team for regulatory guidance, practice updates, and issues
• 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
• Liaise with corporate marketing team for national campaigns, resource and marketing toolkit updates, presentation templates, and website support

Requirements

• 1+ years of experience in digital market or equivalent education
• 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
• Proficiency in Microsoft 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
• Experience in Medicare or individual health insurance
• AgencyBloc familiarity

Skills

* Required skills

Benefits