Growth Support Coordinator

Job Summary

Supporting the distribution leadership team, the full-time remote Growth and Execution Support Coordinator will manage logistics for meetings, prepare reports, and maintain broker relationships to ensure effective execution of external activities.

Key responsibilities

• Coordinate logistics for leadership meetings and national broker meetings, including data preparation and presentation development
• Prepare monthly and quarterly reports and oversee the delivery of broker agreements to ensure compliance
• Act as a point of contact for enrollment microsite creation and maintain broker profiles and rate cards

Required qualifications

• Bachelor's degree or equivalent experience
• 3+ years of professional work experience in Financial Services or a similar industry
• 2+ years of experience in the Employee Benefits/Insurance Industry with familiarity in group insurance products
• Highly proficient in data management and reporting, including preparing reports and ensuring accuracy
• Proficient in Microsoft Office Suite, particularly in creating pivot tables in Excel