What are the responsibilities and job description for the Retirement Seminar Program Coordinator position at Integrity Marketing Group?
Retirement Seminar Program Coordinator
The Assurance Group
Archdale, NC
Remote or In Office Opportunity
About The Assurance Group
Founded in 1988 is one of the top insurance marketing organizations in the nation. Our vision is to build a dynamic national brand recognized for providing high-value insurance and financial products and services to our agents and their clients. To continually exceed every expectation by engaging the talent and passion of people who believe there is always a better way. To offer long-term, financially rewarding opportunities to our agents, field managers and employees. The Assurance Group is a proud member of the Integrity Family of Companies.
Job Summary
We're looking for a TRS Coordinator to provide support our TAG Retirement Seminar (TRS) Program. This position is primarily responsible for tracking, documenting, and communicating details regarding TRS events to home office leadership and to the TRS Marketers. This position will also assist management with activities related to Sales Operations.
Primary Responsibilities:
- Receive calls from prospective TRS Seminar attendees, track responses, and communicate responses to TRS Marketer and home office personnel.
- Communicate with TRS Marketers on status of attendee list for each event.
- Make outbound phone calls to confirm attendance at TRS events.
- Monitor inventory of TRS attendee booklet and track mailing of booklets in advance of Seminar events.
- Provide support and process expertise for Marketers in an efficient and effective manner.
- Research and respond to questions from Marketers, working with other departments as needed to provide accurate, appropriate response.
- Properly document all communications via spreadsheet, email, and other established methods.
- Participate in TRS Support team meetings and effectively communicate pertinent information regarding event scheduling, issues, new TRS Marketers, etc. to home office personnel.
- Consistently exhibit satisfactory levels of performance.
- Maintain high standards of ethics and confidentiality covering corporate, agent, and client affairs.
- Perform other duties as assigned.
Primary Skills & Requirements:
- Interpersonal Skills - Conveys a friendly, positive attitude while always maintaining professionalism. Maintains confidentiality.
- Quality Management - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Monitors own work to ensure quality.
- Oral Communication - Listens and gets clarification; Responds well to questions.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time; Supports organization's goals and values.
- Planning/Organizing - Uses time efficiently and completes work promptly.
- Adaptability - Able to deal with frequent changes, delays, deadlines, or unexpected events.
- Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent.
- Dependability - Follows instructions, responds positively to managerial direction.
- High school diploma or undergraduate degree. Industry experience may be substituted for educational qualification.
- Two (2) or more years’ experience in telemarketing or an outbound call center environment.
- Excellent communication, management, interpersonal and leadership skills required.
- Possess basic computer navigation skills and knowledge or familiarity of basic computer programs/applications including but not limited to email, word processing, spreadsheet programs, internet, Adobe, etc.
Benefits Available
- Medical/Dental/Vision Insurance
- 401(k) Retirement Plan
- Paid Holidays
- PTO
- Community Service PTO
- FSA/HSA
- Life Insurance
- Short-Term and Long-Term Disability
About Integrity
Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead.
Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.
Headquartered in Dallas, Texas, Integrity is committed to meeting Americans wherever they are — in person, over the phone or online. Integrity’s employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information, visit Integrity.com.
Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.
