|Job Title:||Membership Coordinator|
|Reports to:||Chief Operating Officer|
This position is responsible for coordinating the membership functions of the organization, including the retention of the membership line of revenue, meeting new member sales revenue goals, and managing the association membership benefits. Serves as the expert on resources available through state and national affiliations.
Develop and execute the plan to build relationships with the new independent agents, create affinity for OIA and drive meaningful product/service usage. Work with business development and customer experience managers to create peer networking and collaboration opportunities.
Membership Responsibilities include:
- Develop and execute membership plan on retention and new member recruitment and growth
- Manage membership renewal cycle and ensure retention of budgeted line of revenue
- Lead new membership sales efforts and ensure revenue goals are met
- Responsible for all administrative functions related to membership renewals
- Help evaluate current member benefits offerings and ensure they meet members’ needs
- Serve as the primary resource (expert) for resources available through OIA and Big “I” National membership
- Work with the strategy group to appoint new membership offerings when needed
- Support Membership relationship building and outreach
- Research to find new prospects in Ohio through public information provided by the Dept of Insurance (ODI) on new agencies and newly licensed agents.
- Reach out to vet all new opportunities and classify by type so we gain a better understanding of our marketplace
- Understand the life cycle of a member and have in-depth knowledge of the issues and trends affecting members’ decisions to utilize and/or purchase association products and services
- Design/map out members’ customer experience process and manage process to ensure all steps are being met
- Develop strategy to identify needs for and build relationships with new independent agents
- Execute strategy to create affinity for OIA (turn them into ‘raving fans’) and drive product/service usage
- Collaborate with peer states to share and borrow ideas/plans for engaging new agents and members in general
- Perform any other related duties as required or assigned
Other Skills and Qualifications
- Must have working knowledge of Microsoft Office programs
- Experience with Salesforce or other CRM association software programs is preferred
- Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals
- Ability to learn technology programs – Salesforce, Pardot,
- Ability to support marketplace research Ability to gather research and prepare surveys with leading software programs – Surveymonkey, Google Forms, Zoho, Typeform, etc.
- Ability to write routine reports and correspondence
- Ability to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and
- Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists
- Ability to read, analyze and understand general business/company related articles and professional journals
- Ability to define problems, collect data, establish facts, and draw valid conclusions
Education and Experience: A four-year college degree and understanding or background in property and casualty insurance is preferred.
Required Certifications, Licenses, and Registrations: Property and casualty insurance license is preferred. Willingness to attain the license is an option.
Core Values and Conduct: Every member of OIA expects our staff to embrace and act in good faith to demonstrate: Integrity, Collaboration, Innovation, and Commitment. We expect of ourselves and our coworkers to contribute to our top Critical Cultural Outcomes by acknowledging them, and working toward them, every day:
Physical Activities and Environment:
While performing the functions of this job, the work involves remaining in a stationary position most of the time in front of a computer, using a keyboard, mouse, and telephone (integrated into OIA’s computer system). Regularly operate a computer and other office equipment. Occasionally move about the work site to access other office equipment. The employee will need to continuously communicate or exchange information with co-workers and other individuals both in- person, video conferencing, and electronically.