Ministry Partners - Operations Specialist

Job Title: Ministry Partners - Operations Specialist FLSA Status: Non-exempt Job Family: Sales Department: Sales Location: Fort Wayne, In JOB SUMMARY Responsible for providing defined presentations, administrative support, and scheduling follow-ups between Ministry Partners and Ministry Partner staff.
POSITION ESSENTIAL FUNCTIONS AND RESPONSIBILITIES To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Prepare Ministry Partner presentations for all Ministry Partner annual reviews.
Schedule all annual Ministry Partner Review visits and monitor daily visit scheduling using applicable software (ie Confluence, CRM, Jira, etc).
Administer all post-activity and follow-up for annual review visits, including follow-up internally and with agents using applicable software.
Administer all Ministry Partner-related tasks across all business areas.
Monitor and follow up with agents so that the Ministry Partner’s contractual requirements are met.
Assist in planning and implementing Ministry Partner off-site meetings; promote and coordinate field education events.
Assist Ministry Partner staff by resolving agent service needs and supporting their project management needs by required deadlines, including agency rehabilitation plans.
Oversee that Ministry Partner contracts and terminations are processed in accordance with Ministry Partner procedure.
Complete other projects as assigned by the manager.
KNOWLEDGE, SKILLS, AND ABILITIES The requirements listed below are representative of the knowledge, skills, and/or abilities required to perform each essential duty satisfactorily.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Must possess knowledge of software programs (Confluence, CRM, Jira, etc.
are desired).
Must be willing and able to travel on average 12 times per year.
Must possess computer knowledge and be competent in the use of office productivity software.
Demonstrate ability to develop processes and work independently.
Demonstrate excellent written and oral communication skills.
Effectively interface with external contacts, Brotherhood employees, managers, and department staff members EDUCATION AND/OR EXPERIENCE List Degree Requirement, Years' Experience, and Certifications Associates degree in marketing, sales, or related field is required.
1-3 years' experience in insurance, marketing, sales, and/or administrative support is required.
Insurance-related coursework - including CPCU designation - is desired.
Agency operations experience with a property/casualty insurer is desired.
Experience working in an independent insurance agency is desired.
Terms and Conditions This description is intended to describe the general content of and requirements for the performance of this position.
It is not to be construed as an exhaustive statement of duties, responsibilities, or requirements.
Because the company’s niche is the church and related ministries market, and because effective service requires a thorough understanding of this market, persons in this position must be familiar with church operations and must conduct themselves in a manner that will neither alienate nor offend persons within this target niche.
Brotherhood Mutual Insurance Company reserves the right to modify, interpret, or apply this position description in any way the company desires.
This job description in no way implies that these are the only duties, including essential duties, to be performed by the employee occupying this position.
This position description is not an employment contract, implied or otherwise.
The employment relationship remains “at-will”.