Growth and Execution Support Coordinator
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Job Description
Growth and Execution Support Coordinator role at Equitable, enhancing client financial well-being through logistics and relationship management. Focused on supporting distribution leadership and broker relationships.
Responsibilities:
- Coordinate logistics for Employee Benefits Sales Distribution Leadership Meetings
- Serve as the primary organizer for regularly scheduled national brokers meeting
- Support in the delivery/communication of marketing material to our national broker contacts
- Assist in managing specialty market relationships
- Developing broker sales insights to help drive growth
- Prepare monthly and quarterly broker/general agency reports
- Oversee the annual tracking and delivery of broker agreements
- Monitor and track third-party distribution partnership financials
- Be the point of contact for enrollment microsite creation
- Maintain and communicate national broker rate cards and programs
- Maintain broker profiles and technology profiles
- Act as a backup resource for responding to Requests for Information (RFIs)
Requirements:
- Bachelor’s or equivalent experience
- 3+ years professional work experience within Financial Services or similar industry
- 2+ years experience within Employee Benefits/Insurance Industry and familiarity with group insurance product
- Highly proficient with data management and reporting including preparing reports, synthesizing data, and ensuring accuracy across monthly/quarterly deliverables
- Build presentations, managing meeting preparation/materials for all audiences up to Senior Leadership
- Proficient with Microsoft Office Suite and ability to create pivot tables in Excel
Benefits:
- Medical
- Dental
- Vision
- 401(k) plan
- Paid time off
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