Workshop Coordinator

Workshop Coordinator

Brokers International

Urbandale IA

About Brokers International

Brokers International an Integrity company is a family business with a rich history of helping Americans find the coverage they deserve. Headquartered in Urbandale Iowa this brokerage safely handles annuities life insurance investments and a variety of other services.

Job Summary

The Workshop Coordinator is the primary resource responsible for interaction with and outreach to federal agencies human resource personnel and other contacts allowing to implement recurring federal employee benefit educational workshops. The incumbent is responsible for outreach to federal agencies and federal employees to initiate well attended workshops. The incumbent must manage multiple priorities and deadlines working with sponsoring planners federal employees and federal agency managers to insure that federal market workshops are well attended respected within the federal agency environments served and is productive for the sponsoring planner clientele. The Workshop Coordinator I also works with sponsoring planners to coordinate proper timing and coaching for successful events as well as outreach to attendees on behalf of sponsoring planners post-event.

Primary Responsibilities:

• Outreach WORKSHOP ORGANIZATION responsible for outreaching to federal agencies to seek their interest in and permission to conduct federal benefits workshops in agencies and geographies targeted by sponsoring planners. The incumbent is responsible for organizing all aspects of the workshops and ensuring that an adequate number of federal employees are in attendance. Success in this essential duty will be demonstrated by consistently high turnout rates to sponsored federal workshops summary the Workshop Coordinator I seeks permission organizes and ensures high attendance through their efforts on behalf of up to 20-30 workshops monthly for sponsoring planners.

• Outreach WORKSHOP REGISTRATION AND FULFILLMENT responsible for creating compelling advertising to generate interest in workshop. The Workshop Coordinator I must use timely consistent and repetitive outreach to agency employees where a workshop has been organized through marketing campaigns. The result of this essential duty is that each workshop is filled with the desired number of employees that information is registered properly on each potential attendee through an organized registration process and a repetitive announcement/reminder system is utilized to insure low drop off rates of registrants versus attendees. Additional thought leadership in innovating and increasing attendance is welcomed and encouraged.

• Outreach WORKSHOP LOGISTICS responsible for ensuring that all logistical elements of the workshop are fulfilled including timely delivery of course materials registration of potential attendees communication to agency employees and managers and related logistics resulting in a well-organized and executed workshop for the sponsoring agencies instructors and sponsoring planners.

• Outreach WORKSHOP TECNHOLOGY responsible for maintaining the integrity and data cleanliness for database materials associated with federal market workshops collaborating with team members to troubleshoot and optimize use of software to run programs. 20% Operational/Administrative The Workshop Coordinator I will be responsible for assisting with implementing or conducting a wide range of operational and administrative duties related to the smooth and efficient operation of workshops including but not limited to data analytics pertaining to the health of workshop operations and timely consumer outreach.

Required Skills & Requirements:

• Excellent interpersonal relationship skills and the ability to effectively persuade individuals to undertake a particular course of action or commitment.

• Leadership skills and abilities including the ability to effectively follow and implement a business and/or strategic plan.

• Ability to manage multiple relationships tasks and priorities successfully to ensure a consistently positive relationship with all clienteles.

• Competence with use of office business productivity systems including networked PC and related business software applications including Word Excel PowerPoint Teams and navigation of the internet and applicable company related websites.

• Demonstrated ability to communicate effectively and assertively in verbal and written formats.

• Demonstrated ability to achieve goals and drive results allowing the company to achieve goals as outlined.

• Proven ability to proactively address change shifting priorities deadlines and multiple demands.

• 2-4 years of successful Sales Marketing or Customer Service experience preferably in the financial services industry.

• Education: 2 years of college education preferred. High school diploma or general education degree (GED) mandatory.

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 nations 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 youll love and well love you back. Were proud of the work we do and the culture weve 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. Integritys employees support hundreds of thousands of independent agents who serve the needs of millions of clients nationwide. For more information visit .

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 addition Integrity LLC will provide reasonable accommodations for qualified individuals with disabilities.