Sales Development Program Coordinator - Military Veterans

Combined Insurance, a Chubb Company, is seeking a Sales Development Program Coordinator to join our fast-paced, high energy, growing company. We are proud of our tradition of success in the insurance industry of over 100 years. Come join our team of hard-working, talented professionals!

Job Summary

The Sales Development Program Coordinator is responsible for the planning, coordination, logistical strategy, and successful execution of a variety of sales training meetings, programs, and events (both virtual and in-person). The role is responsible for coordinating all aspects and details related to training, while maximizing resources. This role will report to the AVP, Sales Development and Innovation.

Responsibilities

• Plan and manage all aspects of a variety of training programs, ranging from small team meetings to large scale muti day events.
• This role requires a strategic thinker with strong organizational skills to ensure seamless event execution and exceptional attendee experiences.
• Coordinate all logistical details related to training delivery events (virtual and in person), including but not limited to venue selection, catering, transportation, accommodation, vendor relationships, managing schedule, planning of activities, budget management and onsite support.
• This also includes creating rosters, tracking attendees, scheduling meeting rooms, procuring learning materials and equipment, airline reservations, rooming lists, AV/media, and food/beverage for all programs.
• Manage event budgets, ensuring cost-effective solutions and financial oversight.
• Maintaining and organizing inventory for all training supplies; orders and invoices accordingly
• Supporting the creation, tracking and overall program metrics using Microsoft Forms
• Ensuring all education requirements and pre-work for training programs are met.
• Supporting the creation of print materials used for training programs.
• Performing administrative duties including but not limited to reporting, invoicing, and maintaining/monitoring program mailbox.
• Oversee and utilize web-based meeting and event management tools, including online registration, event websites, and virtual event platforms as appropriate.
• Creating and maintain CVENT sites for events (virtual and in-person). This includes distribution and maintenance of all sites for Program Managers throughout events.
• Collaborating with Sales Development and Innovation team for onsite set up of all training programs.
• Coordinating group dinners and team events for all training programs
• Understanding and working within parameters of each training program budget
• Performs other related duties and activities as required.
• Respond appropriately and make on the spot decision and adjustment in the last-minute changes or unexpected circumstances. The role requires regular travel for training and team meetings, and willingness to travel periodically, to locations within market as needed. Mandatory in-person employee and client meetings.

Competencies

The Sales Development Program Coordinator should possess the following key competencies:

• Problem Solving: Demonstrates an organized and logical approach to problem-solving. Breaks down complex issues into manageable parts and identifies root causes. Develops insights into problems, issues, and situations by looking beyond the obvious.
• Continuous Learning: Exhibits a strong desire and capacity to expand expertise, develop new skills, and grow professionally. Actively seeks and takes ownership of opportunities to learn and acquire new knowledge. Takes on challenging work assignments that lead to professional growth.
• Initiative: Goes above and beyond what is required or expected in the job. Meets objectives on time with minimal supervision. Shows enthusiasm and willingness to put in extra time and effort. Takes initiative and seizes opportunities to make a difference.
• Adaptability: Possesses the ability to redirect personal efforts in response to changing circumstances. Is open to new ideas and approaches. Effectively prioritizes tasks according to competing demands and shifting objectives. Can navigate through uncertainty and is willing to adjust course when necessary.
• Results Orientation: Executes plans effectively, drives for results, and takes accountability for outcomes. Demonstrates perseverance and determination in challenging situations. Recognizes and capitalizes on opportunities. Takes full ownership of achieving desired results and learns from failures.
• Values Orientation: Upholds and models the core values of the organization, acting in the best interest of the company, colleagues, and customers. Demonstrates honesty, trustworthiness, and ethical behavior. Collaborates effectively within the team and across the organization, fostering a sense of unity. Acts with integrity and maintains a high level of professional conduct.

Skills

The ideal candidate for the Sales Development Program Coordinator position should possess the following skills and qualities:

• Forward Thinking and Problem-Solving: Display the ability to think ahead and anticipate potential issues in live and virtual events. Respond quickly and calmly to resolve any problems that may arise during training sessions.
• Team Collaboration and Communication: Work effectively in a team environment and communicate efficiently with team members and vendors. Foster strong working relationships and promote effective collaboration throughout the training event planning and execution process.
• Training Event Coordination: Coordinate and manage training events, ensuring all tasks are completed on time and within budget. Provide timely and accurate reporting to leaders, presenting data and insights related to training event success and areas for improvement.
• Excellent Communication Skills: Demonstrate exceptional written and verbal communication skills. Clearly convey ideas, instructions, and information to team members, vendors, and other stakeholders. Effectively listen and interpret feedback to drive continuous improvement.
• Strong Problem-Solving Skills: Possess a natural ability to identify and address problems effectively. Take a proactive approach to finding practical and efficient solutions to challenges that may arise during training events.
• Detail-Oriented and Organized: Exhibit strong attention to detail and meticulous planning and organizational skills. Manage multiple logistical events simultaneously while maintaining high levels of accuracy and efficiency.
• Project Management Skills: Utilize strong project management capabilities to oversee and execute training events from start to finish. Monitor timelines, resources, and budgets to ensure successful event delivery.
• Partnership Building: Foster partnerships and build positive relationships with external vendors and partners. Efficiently collaborate with outside organizations to secure necessary services and resources for training events.
• Strategic and Critical Thinking: Demonstrate the ability to think strategically and critically. Develop practical and innovative solutions to enhance training programs and address organizational needs effectively.

Education and Experience

Requirements for the Sales Development Program Coordinator position include:

• Education and Experience: A Bachelor's degree is preferred, or equivalent work experience in a related field. Candidates should have 3-5 years of experience in an administrative or training program coordinator role, ideally with a focus on managing multiple training events. Experience in corporate meeting/event planning is preferred.
• Cornerstone (LMS) Experience: Familiarity and experience with Cornerstone Learning Management System (LMS) is a plus. Knowledge of this software will be beneficial in effectively managing and coordinating training programs.
• CVENT Online Registration Software: Knowledge and experience with CVENT online registration software is desirable. Proficiency in this platform will enable the Sales Development Program Coordinator to efficiently create and manage event registrations.
• Microsoft Forms: Experience with Microsoft Forms or similar survey software is an advantage. Being knowledgeable in these tools will aid in collecting feedback and insights from training program participants.
• Proficiency in MS Suite: Demonstrate proficiency in using Microsoft Suite, including MS Word, PowerPoint, and Excel. These software programs will be utilized for creating training materials, presentations, and managing data.

Location and Travel

• This role is in Chicago, IL at our Triangle Plaza location

• 15% travel for National Meetings may be required

• Evening training program set-up may be required