Details
Posted: 10-May-22
Location: New York
Type: Full Time
Salary: $50,000 - $60,000
Categories:
Customer Service and Support
About Us
RIMS, the risk management society®?, is a global not-for-profit committed to advancing the practice of risk management throughout the world. We bring networking, professional development, certification, and education opportunities to our membership of 10,000 risk management professionals in over 60 countries. Founded in 1950, the Society represents more than 3,500 industrial, service, nonprofit, charitable, and government entities throughout the world.
COVID-19 Considerations
RIMS Headquarters, located in Midtown Manhattan, is currently closed. All staff are fully remote and working from home. RIMS vaccination policy requires all employees to be vaccinated when physically working in the office or attending RIMS meetings, events, and conferences. RIMS provides reasonable accommodations consistent with legal requirements (e.g., for medical or religious reasons). RIMS will continue to monitor the Covid-19 global pandemic and reserves the right to amend this vaccination policy accordingly.
The Role
Reporting to the Director of Membership, the Member Services Specialist will provide RIMS clients with a dynamic and excellent experience through high-quality service delivery. Help to enhance client satisfaction and increase member and credential retention and recruitment. Support the implementation, enhancement, and maintenance of the RIMS certification and designation programs. Collaborate with staff and external vendors to develop and maintain membership, certification, and designation programs. Develop skills and advanced knowledge of RIMS services, products, certifications, and designation offerings to provide a personalized experience to every client.
About You
The Ideal Candidate will:
- Possess experience using Microsoft 365 (Excel, PowerPoint) and Database Management Systems (CRM/ AMS/FMS)
- Possess excellent phone and email etiquette with the ability to interact tactfully with all internal and external stakeholders.
- Demonstrate ability to work with little supervision on given tasks and seek assistance in order to troubleshoot, and problem solve when necessary.
Responsibilities Include:
Member Services
- Respond to membership emails and inbound calls of varying complexity with the goal of providing first-class resolution on issues and accurate information for general inquiries within one business day.
- Maintain member and non-member records in Association Management Software (AMS) NetForum to ensure renewal notices are generated and reconciled correctly.
- Report and track member database or processing errors and collaborate with IT staff to resolve issues
- Review new member applications to ensure criteria have been met for approval
- Process financial transactions related to member dues and product offerings
- Demonstrate knowledge of all member types and adherence to RIMS membership bylaws
- Communicate effectively with other departments within the organization regularly to provide service to clients regarding RIMS’ membership offerings and promotions
CRM Designation Administration
- Provide day-to-day support to the designation programs awarded by Global Risk Management Institute, Inc (GRMI)
- Respond to designation email and inbound calls of varying complexity with the goal of providing first-class resolution on issues and accurate information for general inquiries within one business day.
- Document, maintain, and implement processes and procedures for CRM candidate registration, test administration, issuance, and ongoing maintenance
- Process financial transactions related to GRMI designation product offerings
- Manage all current and prospective candidate records across multiple database platforms
- Process financial transactions related to the CRM exam registrations, designation reinstatement, and other miscellaneous CRM fees
- Collaborate with exam administrator to set up virtual exams, cancellation of exams, and reschedule of exams
- Develop and adjust existing CRM candidate reports within the AMS to integrate with file formatting and data parameters across other systems
- Track and report on various metrics related to program efforts on a quarterly basis or as requested
- Maintain a repository of college and university transcripts from CRM candidates
- Review CRM submissions and enter the course and standardized exam grades into the AMS
- Analyze and review vendor invoices and provide payment within 30 days of receipt
- Prepare annual report listing CRM graduates for Canadian Chapters
- Provide support as needed to maintain and update CRM and RF holder database
- Issue CRM congratulatory electronic certificates (when requested) and digital badges
- Maintain RF designation records in the AMS, including CEU credits earned, and workshops taken
RIMS-CRMP Certification Support
- Provide day-to-day support to the certification programs awarded by Risk and Insurance Management Society, Inc. (RIMS)
- Respond to designation email and inbound calls of varying complexity with the goal of providing first-class resolution on issues and accurate information for general inquiries within one business day.
- Process financial transactions related to RIMS certification product offerings
- Compile RIMS-CRMP certification exam reports from the vendor, enter candidate status into AMS, and send virtual congratulatory letters and certificates to new certification holders
- Work with vendor to ensure RIMS-CRMP eligible candidates are given access to certification exams at Pearson VUE testing centers
- Collaborate with external vendors and Director, Certification Programs on system integration, security standards, application processes, payment methodologies, database management, test delivery communication, and test deployment within the external vendor platforms (scheduling, data transmission, troubleshooting, monitoring progress)
- Maintain RIMS-CRMP certification records in AMS, including recertification CEU credits earned and workshops taken
- Administer RIMS-CRMP candidate's records and credentials in the portal
- Review RIMS-CRMP applications to ensure criteria have been met for approval
- Advise candidates and applicants regarding certification eligibility requirements, recertification, and completion
- Generate monthly revenue reports for the RIMS-CRMP certification, work with third-party vendor to gather success rate,s and generate monthly revenue reports
Requirements
Experience:
- A minimum of 2 years of experience working in a member/client services role in a corporate environment is required; association experience is desired.
- A minimum of 2 years of experience using Microsoft 365 (Excel, PowerPoint), and Database Management Systems (CRM/ AMS/FMS) is desired.
Education:
- Bachelor’s Degree in related field preferred.
Behavioral Competencies
- Accountability: Takes responsibility for all work assignments and consistently delivers results.
- Adaptability: Demonstrates responsibility in response to change.
- Collaboration: Works collegially with others; shares relevant information across departments; fosters enthusiasm and maintains mutual trust, candor, and respect.
- Communication: Relates well to others in person, verbally, and in writing. Interacts with tact and diplomacy. Possesses self-awareness and can identify and address areas that may involve conflict.
- Critical Thinking: Actively seeks out input and objectively processes, analyzes, and evaluates information before drawing a conclusion and/or taking action.
- Decision Making: Makes well-informed, transparent, timely, and objective decisions. Takes ownership of decisions.
- Initiative: Takes action to address a situation without waiting for explicit instructions; recognizes and responds to opportunities in order to achieve goals.
- Innovative: Ability to think beyond the obvious to formulate creative alternative solutions.
Technical Competencies (are applied or practical knowledge and skills needed for effective technical performance)
- Knowledge of database management
- Time management skills
- Excellent communication skills, both verbal and written
- Excellent decision-making and organizational skills
Compensation: Salary range $50,000 - $60,000 cwe and location