Team Enablement Coordinator

NFP•Telecommuter, AZ

2d•$60,000 - $75,000

About The Position

NFP, an Aon company, is a multiple Best Places to Work award winner in Business Insurance. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com. This role is responsible for driving operational efficiencies, launching and managing compliant marketing and retention campaigns, and overseeing the accuracy and maintenance of compliance data for all downline and Wâ2 NFP Medicare and Individual Advisors.

Requirements

Strong database skills
Ability to multitask with attention to detail.
Understanding of Medicare products and services is preferred
Excellent interpersonal, organizational, and communication skills.
Professional response to requests from personnel, clients, carriers, and the public.
Effective priority and deadline management.
AgencyBloc familiarity is a plus
Microsoft suite familiarity with proficiency in Outlook and Excel
Problem-solving and data collection skills
Interpretation of technical instructions and handling abstract/concrete variables.
A bachelor's degree is preferred.
Requires 1+ years of experience in digital market or equivalent education

Nice To Haves

Experience in Medicare or individual health insurance a plus

Responsibilities

CRM (AgencyBloc) Management and Enhancements
Creates and maintains workflows in Agency Bloc that are consistent across all regions related to individual and Medicare retention and marketing efforts
Creates and maintains procedural workflows that allow for maximum efficiency for regional sales teams.
Maintains website blog using CMS approved content through AgencyBloc
Update website content as needed and requested by Regional Leaders and liaise with corporate marketing for brand governance and national support needs.
Produces automated emails for quarterly and ad hoc client communications
Assists agents and 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 and w-2 employees
Maintains contracted AgencyBloc user licenses, allocates monthly fees by region, distributes invoice for approval, and sends request for payment
Attends annual Bloc Builder conference to learn best practices and maximize efficiencies in AgencyBloc
Acts as the go-to for any AgencyBloc issues or additional training requests
Generates reporting on pipeline, revenue, client books of business, and client carrier listings, maintaining confidentiality and HIPAA as required, Compliance and Regulatory Support
Maintains E&O and licensing data on downline and w-2 agents for annual carrier audits
Requests licensure and carrier appointments in expansion and existing states
Maintains documentation on OIG and GSA exclusions for carrier audits
Liaise with corporate compliance team as needed for regulatory guidance, practice updates, issues and/or escalations.
Marketing Coordination:
Monitors general email boxes for all regions and assigns leads appropriately
Works with Regional Leaders to ensure Advisors are available in all states and maintains the Advisor listing
Liaise with corporate marketing team as needed for national campaigns, resource and marketing toolkit updates, presentation templates, website support, etc.
Additional duties as assigned.