Regional Operations Coordinator

The Regional Operations Coordinator provides day-to-day assistance to the Managing Partner in the West Region and supports the field force with operations tasks.

Requirements

• Assist in coordinating the Managing Partner’s calendars with daily operation tasks
• Manage the recruiting pipeline database and communication
• Attend and participate in networking/recruiting events
• Participate in and execute new agent contracting
• Coordinate and plan regional meetings and events
• Assist with Terminations, Book Reassignments, and agent Office Moves
• Assist Managing Partners with managing Associate Regional Coordinator
• Communicate regional and company updates and news to the field force
• Assist agents in completing various required paperwork
• Communicate and delegate client issues and MP communications
• Complete policy transfers
• Assist with Solicitor onboarding, process, and paperwork
• Assist in Recruiting and Onboarding process
• Contribute to partnership marketing and branding strategies
• Send regional competition stats and data to the field force
• Manages social media pages, post updates, engages with audience
• Compile data and send monthly reports/stats to the field force
• Mine online sources for agent candidates and send interested prospects to MPs
• Maintain and update agent contact and office information
• Maintain and submit partnership annual expenses and budget
• Communicate agent departures/new agents to MFB and field force

Benefits

• Medical
• Dental
• Vision
• 401K