The Institutes Careers

About The Institutes

A not-for-profit organization headquartered in beautiful Malvern, PA, The Institutes have been the leading provider of risk management and property-casualty insurance education for more than 100 years. By living our values—Put the Customer First, Do What You Say, Work Together, Be Innovative and Do the Right Thing— our talented team delivers innovative solutions that best empower risk and insurance professionals to help those in need. In 2023, The Institutes was named a Top Workplace by Philly.com for the eighth time. We understand the importance of work-life balance and provide excellent benefits and a friendly and team-focused work environment to drive employee engagement.

Engagement Team Coordinator

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

What You’ll Do:

• Build collaborative relationships and provide proactive, high-quality administrative support to the CLM team and volunteer leaders.
• Provide administrative support for the Membership, Chapter and Programming Teams
• Support chapter activities related to set up and management of events, including schedules and sponsor logo representations; create and distribute accurate and timely reports.
• Provide chapter administration management, including distribution of chapter guidelines, event forms, training videos, chapter finance reports, and the like.
• Communicates and guides volunteer leaders to effectively utilize resources and tools available to them (i.e. chapter guidelines, training videos, etc.).
• Assists with the processing of new member applications and general member updates.
• Assists the programming team with speaker management including collecting speaker profiles, training materials, providing Cvent support for events, SME communications, etc.
• Process new member firms and fellow/service provider companies.
• Respond to membership emails and inquiries. 
• Maintain and update membership firm's roster/key contacts.
• Perform 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.

What We’re Looking For:

• Bachelor’s degree or comparable experience.
• 1-3 years’ experience in a customer service or client-facing role.
• Proficient with Microsoft Office applications, including Word, Teams, Excel, Outlook, PowerPoint required.
• Prior experience in a not-for-profit or membership associate 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