Director of Member Growth and Engagement

Job Description

Big I New York is a mission driven membership organization dedicated to advancing the success of independent insurance agents and brokers throughout New York State. We empower our members with innovative education, advocacy, business solutions, networking opportunities, and industry expertise that help agencies grow and deliver exceptional service to their clients. Our team is passionate about building strong relationships, fostering professional development, and strengthening the independent insurance community. We are a group of highly motivated, hard working, and creative individuals.

We are seeking a Director of Member Growth & Engagement who thrives in a highly professional and collaborative environment while delivering high quality and visible results. If you have skills and experience in membership, business development, or association management and are looking for a role where you can make an impact while enjoying a flexible environment and a positive, progressive culture—this may be the role for you!

Benefits

• Paid Time Off (PTO)
• Flexible Schedule
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• Parental Leave
• Hands on Training
• Mon-Fri Schedule
• Career Growth Opportunities
• Retirement Plan

Responsibilities

Membership Growth & Business Development

• Develop and execute strategies to recruit new member agencies, sponsors, and strategic partners.

• Build and manage a strong prospect pipeline through agency visits, referrals, CRM data, market intelligence, social media, and industry research.

• Identify growth opportunities by monitoring industry trends, carrier activity, acquisitions, and marketplace developments.

• Expand sponsorship opportunities and collaborative partnerships that support organizational growth.

Member Engagement & Relationship Management

• Serve as the primary relationship manager for members, prospects, clusters, and key industry stakeholders.

• Conduct in-person and virtual meetings to strengthen relationships, assess member needs, and increase participation in association programs and services.

• Collaborate with internal departments to align member feedback with education, advocacy, communications, events, marketing, and operational initiatives.

• Establish consistent member engagement processes, including meeting preparation, follow-up, and documentation.

Data Strategy & Business Intelligence

• Lead the organization's membership data strategy by ensuring CRM accuracy, integrity, and reporting reliability.

• Analyze membership trends, engagement metrics, and market opportunities to support strategic planning and decision-making.

• Champion the use of AI, automation, and emerging technologies to improve prospect identification, member intelligence, reporting, and operational effectiveness.

Member Experience & Continuous Improvement

• Continuously evaluate and improve membership recruitment, onboarding, renewal, retention, and engagement processes.

• Recommend and implement technology and process improvements that enhance operational efficiency and the member experience.

• Develop onboarding strategies that accelerate member engagement and long-term retention.

Operational Excellence

• Maintain accurate membership, prospect, and sponsorship information within CRM and related systems.

• Develop and document consistent processes that support data quality, member engagement, and organizational effectiveness.

• Monitor industry trends, emerging technologies, and best practices to identify opportunities for innovation.

• Participate in strategic initiatives and perform additional duties as assigned.

Supervisory Responsibilities

This position has direct supervisory responsibility

Requirements

• Bachelor's degree in Business, Marketing, Insurance, Communications, Association Management, or a related field.
• Minimum five (5) years of experience in membership, business development, sales, account management, association management, or a related leadership role.
• Prior supervisory experience.
• Demonstrated success building strategic relationships and driving organizational growth.
• Strong presentation, communication, and relationship management skills.
• Experience using CRM systems, Microsoft Office applications, and business technology platforms.

Preferred Qualifications

• Experience working with independent insurance agencies, carriers, or insurance associations.
• Experience leading membership growth, sponsorship development, or business development initiatives.
• Experience using CRM analytics, business intelligence tools, and AI-enabled technologies.
• Professional designation such as CAE, CIC, CPCU, or equivalent.
• Ability and willingness to travel throughout New York State and Connecticut for agency visits, meetings, and industry events.
• Valid New York state Property & Casualty insurance license is a plus!