Field Education Analyst

Modern Woodmen of America is one of the nation’s largest fraternal benefit societies, and they are seeking a Field Education Analyst to support their financial representatives. The role involves overseeing and optimizing processes related to field education initiatives to ensure programs are delivered efficiently and accurately.

Responsibilities

• Direct processes related to the administration of Home Office schools for our financial representatives, including: determining school eligibility, maintaining attendance records, making hotel, travel, and virtual meeting arrangements, processing expenses and greeting and assisting financial representatives attending each school
• Contribute ideas to modernize processes that enhance the attendee experience and increase efficiency
• Research and develop expertise in state continuing education requirements and online submission systems
• Prepare annual filings and submit required fees to each state for all Home Office schools and workshops
• Send attendance records to the home state insurance department for each school
• Write, create, and send post-school online feedback surveys using Microsoft Forms
• Design professional reports to disseminate results to various stakeholders
• Assist in the development and maintenance of an online education path reporting system that provides transparency on program progress to financial representatives, their leaders, and the Home Office
• Update education records in SharePoint and related systems
• Administer designation programs from organizations including NAFIC and The American College
• Learn each organization’s registration and reporting systems
• Become the trusted point of contact with program vendors and keep stakeholders informed of student progress
• Prepare reports of course registrations and completions
• Create and maintain the Field Education annual calendar in SharePoint or related system
• Prepare and submit applications for a variety of industry association memberships
• Pay dues and distribute association awards as directed
• Compile information from various sources for the Field Education quarterly report
• Develop working knowledge of the Modern Woodmen University (LMS), Brevity (language recording software), and Zoom virtual meeting programs to support and act as back up for each program’s primary administrator/facilitator

Skills

• Associate's degree
• At least one year of related professional experience
• Strong written and verbal communication skills with high level of attention to detail
• Proficiency with Microsoft Office applications and the ability to learn new technology tools
• Demonstrated critical thinking skills with passion for identifying opportunities to improve processes

Benefits

• Company-paid retirement plan
• Matching 401(k) plan
• Employee Impact Bonus
• Medical, Dental and Prescription Drug Insurance. We pay 100% of employees’ health insurance premiums and 50% of employee dependents’ premiums.
• Group term life insurance.
• Long-term and short-term disability.
• Voluntary benefits: vision, flexible savings accounts (FSA), accident insurance

Company Overview