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National Access Coordinator
2 weeks ago
Job Requirements
**KEY OBJECTIVE**:
The National Access Coordinator will be able to operate in a fast-paced environment and will provide administration and field marketing support to the Access Team nationally. This high-energy and detail-oriented individual will assist with a wide range of tasks and initiatives to ensure the success of the team.
**MAJOR RESPONSIBILITIES**:
Administration and Marketing Support Preparation of Quarterly Report and PowerPoint Presentation Manage the post-convention follow-up process Research and tracking of regional insurance events Updating and preparing broker PowerPoint presentation slides prior to meetings Pulling and distributing pre-meeting broker production reports to support the BDM’s Quarterly broker production reports for identified Focus brokers within the tier Monthly coordination with the submission qualifier IT and Ops teams to retrieve stat reports and identify Underwriter changes to be updated. Also, report tech issues immediately Collaboration with Marketing & Communications on convention and event management for the Access tier Exact target distribution list management Additional admin and project support as needs arise
New Broker Onboarding Support Back-end support & coordination of the new broker onboarding process between broker, Producer Services and BDM’s Tracking and reporting on new onboards monthly Coordination with Marketing & Communications on onboarding webinars and events Track and run monthly reports on new onboarded brokers production and provide high level details to the BDM’s Answer and/or triage broker inquiries for the Access tier Upload received electronic broker profiles to the broker development SharePoint site weekly
Producer Code Coordination Coordinating with Producer Services for annual broker code clean-up for the Access tier Tracking and reporting on all Access M&A activity Keeping track of annual Access code graduations into the branch Clean-up of zero volume broker codes
Work Experience
University degree and/or equivalent insurance-related education, required.
Strong administrative skills and attention to detail
Superior written and verbal communication skills are required; bilingualism in French and English is considered an asset.
Proven ability to solve problems in a multi-task environment and work well in a team;
Ability to prioritize, work efficiently within tight timelines and being adaptable to change;
Strong organizational and time management skills with the ability to follow-up independently;
Demonstrated high level of responsiveness and efficiency
