OVERVIEW

Supports the Membership Department in providing a progressively positive member experience from recruitment through retention. Responsible for providing critical customer service and supports the day-to-day membership operations of the Academy.

RESPONSIBILITIES AND DUTIES

• Maintain and update membership records in the database including member names, addresses, employers, areas of practice, event registrations, membership join dates, changes in membership status; membership drop dates; membership withdrawals or termination dates, and other pertinent member information.
• Respond to member and prospective member inquiries via email and phone calls.
• Efficiently resolve member issues regarding invoices, waivers, dues, payments, refunds, member profile access, and other requests. Make required and approved adjustments to member records.
• Review new member and reinstatement applications for accuracy and completeness. Process and approve these applications, including associated payments, escalating questions when necessary.
• Work with certificate vendor to process new member certificates
• Perform data analysis and quality checks, run database queries, and compile reports based on the needs of the department.
• Receive member notifications of partial dues waivers (retired,temporary leave from the workforce, disability, etc.), processing and communicating with members accordingly.
• Monitor inventory of membership marketing, membership dues invoicing, and exhibit materials and maintain department stockroom. Order new materials when needed.
• Manage logistics for department exhibiting opportunities. Print, pack and ship requested materials to exhibiting events throughout the year.
• Coordinate membership mailings and annual membership renewal process, including pulling contact lists, completing mail merge of letters, and printing and packaging dues mailings
• Process all batches of credit card and check transactions, as well as refunds into the database.
• Process credit card payments received by facsimile, email, telephone or regular mail, by means of the Clear Vantage database.
• Track member checks sent to bank in tandem with the Accounting Department.
• Maintain a tracking system of membership, bank, and database issues.
• Manages department filing/archiving system (electronic and paper), including, but not limited to, new member and reinstatement applications, resignations, copies of pre-drop and drop letters, resignations, batches, refunds and ensures completeness.
• Work with Credly digital badge vendor to add new members on a monthly basis and revoke badges for deceased and resigned members.
• Works with membership committees to schedule meetings, prepare materials, and take meeting notes.
• Other duties to be assigned as needed in response to membership department and organizational needs.

KNOWLEDGE, SKILLS, AND ABILITIES

• Exemplary customer service skills; superb interpersonal skills necessary to interact effectively with members, volunteers and staff
• Strong listening skills and effective oral and written communication skills.
• Ability to respond to member inquiries with patience, tact and professionalism are essential.
• Demonstrated organizational skills; able to manage multiple projects and move quickly from one to another while maintaining thorough records. Ability to be flexible and balance competing priorities.
• Thorough knowledge of general office practices: writing, filing, mail, copying, printing
• Proven attention to detail, strong proofreading and troubleshooting skills.
• Proficient computer skills in Microsoft Windows, Internet Explorer and MS Office, including word processing programs (i.e. Word, Excel, PowerPoint).
• Intermediate or advanced ability to understand and use database software. ClearVantage database proficiency preferred.
• Ability to perform data analysis and create business intelligence reports using database software.
• Excellent organizational skills to handle multiple projects simultaneously and manage priorities under tight deadlines.
• Ability to consistently maintain a positive outlook towards all members and staff.

EDUCATION AND EXPERIENCE

Minimum of four (4) years of membership and database experience in a membership association required. Bachelor’s degree preferred.

Please submit a COVER LETTER and expected SALARY RANGE.

Hybrid work schedule.

This is a non-exempt position.

The American Academy of Actuaries is an EEO Employer.