What are the responsibilities and job description for the Membership Coordinator position at The Institutes?

About The Institutes

Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk management and insurance. Through products and services offered by our nearly 20 affiliated business units, people and organizations are empowered to help those in need with a focus on understanding, predicting, and preventing losses to create a more resilient world.

Additionally, we understand the importance of work-life balance-in 2024 Philly.com named us a Top Workplace for the ninth year and USA Today named us a USA Top Workplace for the second year. We provide excellent benefits and a friendly, team-focused work environment to drive employee engagement.

Membership Coordinator

The Membership Coordinator is responsible for managing the administrative work for membership, chapters, and the programming team in support of CLM initiatives.

What You'll Do :

Provides excellent customer service to build collaborative relationships and provide proactive, high-quality administrative support to the CLM team and volunteer leaders.
Responds to member inquiries via email and phone, acting as a liaison between the organization and its members to increase member engagement and loyalty.
Communicates and guides members to effectively utilize resources and tools available to them (i.e. website, profile management, licensing support, etc.).
Assists with creating invoices and processing new companies, member applications and general member updates.
Maintains rosters of companies and provides updates for contact and company records.
Creates and distributes accurate and timely reports to staff and members.
Promotes CLM member engagement in conferences, events, and webinars.
Assists the programming team with speaker management including collecting speaker profiles, training materials, providing Cvent support for events, SME communications, etc.
Provides administrative support for the Membership, Chapter and Programming Teams.
Meets assigned membership goals.
Performs other duties as assigned.

Required Competencies

Customer Focus : Must be customer service oriented and exhibit the best interest of customers as the main priority when delivering goods or services.

Relationship Building : Exceptional People Skills. Must be able to develop and maintain strong relationships across the industry. Must have a consultative style to influence and assist stakeholders.

Collaboration and teamwork : Ability to work in in a team-oriented, collaborative environment across organizational boundaries in a constructive and collaborative manner. Exceptional interpersonal skills, with a focus on rapport-building, listening, and questioning skills.

Detail-oriented : Pays close attention to all aspects of a project or responsibility, understanding even little things can have an impact in the outcome of a project. Ensures work quality is to the highest standards.

Time management : Must be highly self-motivated and demonstrate a high sense of urgency and ability to effectively prioritize and execute tasks in a high-pressure, deadline-driven environment. Must be detail-oriented and possess strong organizational and follow up skills.

Communication : Exceptional oral and written communication skills and ability to communicate throughout all levels of the organization, both internally and externally. Ability to read, understand and follow oral and written instructions. Ability to present information and respond to questions professionally and effectively, conversationally and in written communications. Strong editing skills.

What We're Looking For :

Bachelor's degree or comparable experience.

1-3 years of experience in a customer service or client-facing role.

Demonstrated proficiency with Microsoft Office applications, including Word, Teams, Excel, Outlook, PowerPoint required.

Internet research and database / CRM management experience.

Prior experience in a not-for-profit or membership association is a plus.

The Best Part? The Benefits!

To enforce the importance of work-life balance, employees enjoy excellent benefits, including :

401(k) plan with company contribution up to 16%

Generous time off package that includes paid vacation, personal, sick and holidays

Paid maternity and parental leave

Tuition reimbursement

Medical, dental, vision, and prescription coverage

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Membership Coordinator

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