Chapter Engagement Coordinator

IASA is a non-profit, education association that strives to enhance the knowledge of insurance professionals, and participants from similar organizations closely allied with the insurance industry by facilitating the exchange of ideas and information. We are one of the insurance industry's largest, and most well represented trade associations. 

We are searching for a Chapter Engagement Coordinator who is energetic, detail and customer service oriented and technology savvy and will support our Chapter growth objectives. They will manage the day to day operations for the association’s chapters program and will play a key role in the development and implementation of the organization’s new chapter model that will improve the membership experience, enhance engagement, increase retention, and drive growth at the local level.

Self-motivated and goal-oriented individuals will find success with us as we continue to grow and expand our community.

Essential Duties and Responsibilities

• Under the direction of the Director of Membership, provide strategic support and performance management of the organization’s chapters program - to ensure the long-term health and growth of chapters and the success of chapter volunteer leaders.
• Support the development, activation, and ongoing management of professional development roadmap for chapter leaders ensuring successful onboarding, training, and delivery of content throughout the chapter network.
• Ensure effective systems and measurements are in place to track chapter performance and progress against defined KPI’s (i.e.: chapter financial sustainability, chapter satisfactions ratings, chapter education ratings, and chapter engagement by overall membership).
• Manage and disseminate monthly chapter reports and dashboards.
• In partnership with the Director of Membership, develop new processes and programs based on marketing trends, needs of special interest groups, chapter issues and training to provide chapter administrators, facilitators and volunteer chapter leadership with tools and education that enable successful chapter operations.
• Support the development and execution of programs specifically aimed at recruiting and engaging students and early career professionals, through the chapter systems.
• Provide planning and onsite staff support for all aspects of chapter events, in-person and virtual, during the pandemic.
• Manage all aspects of the continuing professional education (CPE) accreditation process  for chapter educational offerings – including the processing of requests, awarding of certificates, sending the required attendee evaluations, accreditation compliance, etc.
• Enters 990’s over the web and inform auditor of any issues.
• Prepares Statement of Purpose and tax forms to Chapter Presidents.
• Database Maintenance - Update association management database adds or cleanup related to Chapters. Responsible for yearly chapter committee term dates.
• Oversees maintenance of national and local chapter committees with online document storage in e-Communities.
• Annual Conference - Manage Program Control with the Director of Membership. Provide general support to speakers and sessions.  Assist at the booth.
• Support preparations for and participate in the Chapter Officer Workshop and Chapter social event.
• Manages all CPE requirements post conference and ongoing requests throughout the year.
• Additional duties as assigned.