Specialist, Membership

Job Description

OVERVIEW

Supports the Membership Department in providing a progressively positive member experience from recruitment through retention. Responsible for providing critical customer service and supports the day-to-day membership operations of the Academy.

RESPONSIBILITIES AND DUTIES

Maintain and update membership records in the database including member names, addresses, employers, areas of practice, event registrations, membership join dates, changes in membership status; membership drop dates; membership withdrawals or termination dates, and other pertinent member information.

Respond to member and prospective member inquiries via email and phone calls.

Efficiently resolve member issues regarding invoices, waivers, dues, payments, refunds, member profile access, and other requests. Make required and approved adjustments to member records.

Review new member and reinstatement applications for accuracy and completeness. Process and approve these applications, including associated payments, escalating questions when necessary.

Work with certificate vendor to process new member certificates

Perform data analysis and quality checks, run database queries, and compile reports based on the needs of the department.

Receive member notifications of partial dues waivers (retired,temporary leave from the workforce, disability, etc.), processing and communicating with members accordingly.

Monitor inventory of membership marketing, membership dues invoicing, and exhibit materials and maintain department stockroom. Order new materials when needed.

Manage logistics for department exhibiting opportunities. Print, pack and ship requested materials to exhibiting events throughout the year.

Coordinate membership mailings and annual membership renewal process, including pulling contact lists, completing mail merge of letters, and printing and packaging dues mailings

Process all batches of credit card and check transactions, as well as refunds into the database.

Process credit card payments received by facsimile, email, telephone or regular mail, by means of the Clear Vantage database.

Track member checks sent to bank in tandem with the Accounting Department.

Maintain a tracking system of membership, bank, and database issues.

Manages department filing/archiving system (electronic and paper), including, but not limited to, new member and reinstatement applications, resignations, copies of pre-drop and drop letters, resignations, batches, refunds and ensures completeness.

Work with Credly digital badge vendor to add new members on a monthly basis and revoke badges for deceased and resigned members.

Works with membership committees to schedule meetings, prepare materials, and take meeting notes.

Other duties to be assigned as needed in response to membership department and organizational needs.

KNOWLEDGE, SKILLS, AND ABILITIES

Exemplary customer service skills; superb interpersonal skills necessary to interact effectively with members, volunteers and staff

Strong listening skills and effective oral and written communication skills.

Ability to respond to member inquiries with patience, tact and professionalism are essential.

Demonstrated organizational skills; able to manage multiple projects and move quickly from one to another while maintaining thorough records. Ability to be flexible and balance competing priorities.

Thorough knowledge of general office practices: writing, filing, mail, copying, printing

Proven attention to detail, strong proofreading and troubleshooting skills.

Proficient computer skills in Microsoft Windows, Internet Explorer and MS Office, including word processing programs (i.e. Word, Excel, PowerPoint).

Intermediate or advanced ability to understand and use database software. ClearVantage database proficiency preferred.

Ability to perform data analysis and create business intelligence reports using database software.

Excellent organizational skills to handle multiple projects simultaneously and manage priorities under tight deadlines.

Ability to consistently maintain a positive outlook towards all members and staff.

EDUCATION AND EXPERIENCE

Minimum of four (4) years of membership and database experience in a membership association required. Bachelor’s degree preferred.

Please submit a COVER LETTER and expected SALARY RANGE.

Hybrid work schedule.

This is a non-exempt position.

The American Academy of Actuaries is an EEO Employer.

Benefits:

401(k)

Commuter assistance

Dental insurance

Disability insurance

Employee assistance program

Flexible schedule

Flexible spending account

Health insurance

Life insurance

On-site gym

Paid time off

Professional development assistance

Referral program

Retirement plan

Tuition reimbursement

Vision insurance

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