Regional Operations Coordinator

OBJECTIVE

Regional Operations Coordinator Objective

The Regional Operations Coordinator (RECO) provides day-to-day assistance to the Managing Partner in the CBT Region. The RECO will also provide operations support to the field force and be the bridge to the Home Office team, when necessary. 

RESPONSIBILITIES

Regional Operations Coordinator Responsibilities

·         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

QUALIFICATIONS

Regional Operations Coordinator Qualifications

Required

·         High school diploma or equivalent required.

·         Minimum three years of administrative experience required.

·         Hold a State of Michigan Property & Casualty license

·         Experienced usage and program development skills in Microsoft Office Suite (i.e., Word, Excel, PowerPoint, Outlook, and Teams) required.

·         Keyboarding skills of 65 wpm with accuracy required.

·         Basic math aptitude required.

·         Willingness to pursue industry-related classes required.

Preferred

·         Associate or bachelor's degree preferred.

·         Familiarity with terminology and operations of the agricultural and insurance industries preferred.

Note: Farm Bureau offers a full benefit package including medical, dental, vision, and 401K.