Agreements & Member Onboarding:
Job Title: Membership Services Coordinator
Position Type: Full-Time, entry level
Reports To: Director of Membership Services
Job Summary:
The Membership Services Coordinator supports the Director of Membership Service in managing the membership at Alcor. Ensuring smooth communication and efficient processing of all member-related services. This includes managing agreements, maintaining member insurance and funding information, notarizing contracts, invoicing, and facilitating communication between Alcor, members, and life insurance companies. The coordinator will also support prospective members, respond to inquiries, and oversee various membership-related administrative tasks.
Key Responsibilities:
- Send agreements to new applicants.
- Facilitate the completion and signing of updated agreements with members.
- Assist prospective members in understanding how to join Alcor, including membership prices, funding options, and contracting.
Insurance & Funding Maintenance:
- Maintain and update member insurance and funding information, including annual statements, premiums, and death benefits.
- Communicate with life insurance companies regarding policy maintenance, including transfers of ownership, requesting information, and obtaining cash values.
Premium Notices & Correspondence:
- Send premium notices to members, both by mail and email, promptly and efficiently.
- Prepare and send correspondence to members, including approval packets, termination letters, tax letters, and other necessary documentation.
Notarization & Witness Coordination:
- Notarize contracts both in-person and online.
- Coordinate with local members to serve as witnesses for contracts and ensure their signatures are obtained.
Data Management:
- Collect cash values of policies owned by Alcor and enter data accurately into Salesforce.
- Maintain accurate records and member details for smooth processing and communication.
Member Support:
- Member communication, including email, packages, phone calls, and responding to Zendesk inquiries regarding membership, life insurance, and cryonics-related questions.
- Provide exceptional service to members, ensuring their needs are met in a timely manner.
- Invoice membership for annual dues and update financial records as needed.
- Facility Tours:
- Work with the Alcor team to facilitate both virtual and in-house tours of the Alcor facility for prospective members and the public.
Required Skills and Qualifications:
- Communication: Strong verbal and written communication skills to interact effectively with members, life insurance companies, and the public.
- Software Proficiency: Proficient in Microsoft Suite Products. Ability to problem solve and come to a solution when faced with challenges or software issues.
- Customer Service: Ability to manage inquiries through multiple channels (E-mail, Zendesk, Phone, In-person) and address a variety of membership-related questions.
- Organizational Skills: Strong attention to detail with the ability to manage multiple tasks simultaneously.
- Team Player: Willingness to collaborate with colleagues and assist in various administrative duties as needed.
- Completed or working on a bachelor's degree or higher
Preferred Qualifications:
- Experience in membership services or a similar role.
- Familiarity with Salesforce or other CRM platforms.
- Prior experience in a healthcare or cryonics-related field.
- Experience with Contracts: Familiarity with contracts and legal documents, including experience with notarization.
- Life Insurance Knowledge: Experience or understanding of life insurance policies, particularly in the context of maintaining and transferring ownership.
The office is open Monday-Friday from 9am-5pm. Some off hour work may be needed in emergency cases. The membership team is growing and looking for someone willing to grow with the role. Advancement opportunities are available.
Job Type: Full-time
Pay: $41,600.00 - $52,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Application Question(s):
- Can you tell me about your background as it applies to our role?
- What type of work environment is best for you?
- What attracted you to our organization?
- Why are you looking for a new job?
- If offered a position, When could you start working?
- Please describe your general computer proficiency. Include any skills you want to highlight.
Education:
Ability to Commute:
- Scottsdale, AZ 85260 (Required)
Ability to Relocate:
- Scottsdale, AZ 85260: Relocate before starting work (Required)
Work Location: In person
