Strategic Solutions Coordinator
1 week ago
We are seeking a highly skilled and experienced Strategic Solutions Coordinator to join our team at United Benefit Advisors. As a key member of our organization, you will play a critical role in supporting our vendor partners and improving their value to our partner firms.
Key Responsibilities- Committee Support: Assist with the facilitation and support of our Carrier Alliance and Self-Funding committees, including scheduling calls, recording and disseminating meeting minutes, and tracking projects.
- Agreement Management: Ensure that agreements and engagement letters are signed annually and tracked in our systems.
- Financial Reporting: Assist with the collection and maintenance of financial reporting from Carrier Alliances.
- Client Support: Serve as a knowledgeable resource for our partner firms on Carrier Alliance services and offerings related to employee benefits.
- Survey Development: Develop and implement surveys to gather feedback from our partner firms and alliances, including testing functionality and analyzing data.
- Event Coordination: Support the Director of Strategic Solutions in coordinating speakers, content, and logistics for Alliance and self-funding sessions at our conferences and webinars.
- Sponsorship Coordination: Assist in the coordination and tracking of sponsorships for our conferences and educational programs.
- Revenue Growth: Collaborate with team members to identify opportunities for revenue growth.
- Relationship Building: Support the Director of Strategic Solutions in building enduring relationships with our alliances and positioning UBA as a significant contributor to their success.
- Ad Hoc Projects: Manage ad hoc projects as needed.
- Education: Bachelor's degree in Business, Accounting, Finance, or a related field.
- Experience: Experience in the employee benefits industry, preferably at a brokerage firm or insurance carrier.
- Technical Skills: Intermediate level proficiency with the Microsoft Office suite, particularly Excel, Planner, and Teams.
- Communication Skills: Excellent verbal and written communication skills and high attention to detail.
- Client Service: B2B client service/account management experience a plus.
- Adaptability: Must be self-motivated, work well independently, and possess a high desire to learn, grow, and add value.
- Travel: Willingness and ability to travel to conferences 1-2 times per year, which may include evening and weekend work.
- Remote Work Privileges
- Excellent Salary Package
- Generous Paid Time Off
- Health, Dental, Vision, Life, and Disability Insurance
- 401(k) with Company Match
- Paid Parental Leave
- Employee Assistance & Wellness Support Programs
- Commute Reimbursement Assistance
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