Coordinator, SmartConnect

Who We Are:

As a leader in Medicare health insurance distribution, Spring Venture Group guides people through one of their most important life decisions — finding the right insurance coverage. We are on a mission to be the most trusted partner for our customers and our people, enabling empowered decisions along the journey to health and financial well-being.

Spring Venture Group offers incredible culture, benefits, and fantastic income potential in a stable and successful work environment at a Medicare agency. This starts with a workplace that empowers people to do their best work. Come build a rewarding career and make a meaningful impact on peoples’ lives in an environment that values your determination. Join our diverse, inclusive team and get ready to crush your goals!

OVERVIEW

The SmartConnect Coordinator is responsible for ensuring a seamless implementation process for new business partners, coordinating internal team strategies, and providing essential support to the SmartConnect Teams. This role involves managing data, coordinating email campaigns, and ensuring effective communication and information flow within the team and across the organization.

REPORTS TO

This position will report to the Client Services Manager.

ESSENTIAL DUTIES

The essential duties and responsibilities for this position include, but are not limited to:

• Onboard and integrate new business partners, collaborating with internal teams (Sales Operations, Client Services, Account Management, and Sales Executives) to ensure seamless launch and ongoing success.

• Manage account data and reporting processes across multiple platforms to ensure data accuracy and provide actionable insights for business decisions

• Work closely with Account Executives, Account Managers and leadership to successfully deliver solutions and services to new and existing accounts, aligning with their needs and objectives to maximize value and satisfaction.

• Support with communication efforts around account performance, progress on initiatives, and key updates to internal and external stakeholders.

• Facilitate effective communication and feedback processes to drive continuous improvement and alignment across the organization.

• Develop and maintain SmartConnect materials and resources to support sales activities and enhance team effectiveness.

• Assist in creating, maintaining, and analyzing reports and dashboards to track business key performance indicators (KPIs) and identify trends, opportunities, and areas for improvement.  

• Maintain a centralized knowledge base of information, resources, and Assist with internal and external meetings as directed, including taking and distributing minutes.  

• Assist in the creation of content for sales teams, meetings, contests, and departmental events.  

• Provide assistance to sales management team members as needed.  

• Coordinate, communicate monthly logistical sales updates and team movement in Workday.  

• Procure and distribute prizes and awards for the sales department.  

• Accurately track and keep clear records of production, events, and meetings to ensure all program expectations are being met.  

• Communicate, document, and reconcile monthly department budgets.  

• Additional responsibilities as assigned.  

ROLE COMPETENCIES

• Adaptability  

• Analytical Skills  

• Attention to Detail  

• Creativity  

• Communication 

• Organizational Skills  

• Teamwork and Collaboration  

• Drive for Results  

• Problem Solving  

• Research Skills  

• Resourcefulness  

• Time Management  

POSITION REQUIREMENTS

• Education:

  • High School Diploma or equivalent  

  • No degree required, but a minimum 1 year of related experience (SVG experience preferred)  

• Skills/Specialties:

  • Data Entry, Customer Service, or related experience preferred  

  • Proficient in Microsoft Office  

  • Google Suite Proficiency  

  • Adobe Suite Experience Preferred  

Benefits:

The Company offers the following benefits for this position, subject to applicable eligibility requirements:

• Competitive Compensation
• Medical, Dental and vision benefits after a short waiting period
• 401(k) matching program
• Life Insurance, and Short-term and Long-term Disability Insurance
• Optional enrollment includes HSA/FSA, AD&D, Spousal/Dependent Life Insurance, Travel Assist and Legal Plan
• Generous paid time off (PTO) program starting off at 15 days your first year
• 15 paid Holidays (includes holiday break between Christmas and New Years)
• 10 days of Paid Parental Leave and 5 days of Paid Birth Recovery Leave
• Annual Volunteer Time Off (VTO) and a donation matching program
• Employee Assistance Program (EAP) - health and well-being on and off the job
• Rewards and Recognition
• Diverse, inclusive and welcoming culture
• Training program and ongoing support throughout your Venture Spring Venture Group career  

Security Responsibilities:

• Operating in alignment with policies and standards
• Reporting Security Incidents Completing assigned training
• Protecting assigned organizational assets

Spring Venture Group is an Equal Opportunity Employer