Event Planner

About Us: Recognized as the trusted source for industry knowledge, LIMRA and LOMA provides research, training, development, and networking solutions to financial services companies. In a rapidly changing marketplace, companies rely on us for our industry insight, practical solutions, and unwavering commitment to their success.

Why Join Us: Leading life insurance and financial services organizations around the world rely on our membership to make bottom-line decisions with greater confidence. They turn to us for:

• Research: Catalysts for new ideas, industry benchmarking, and strategic planning.
• Learning & Development: Programs to assess, train, and increase productivity, and develop future corporate leaders.
• Networking: Connections with industry leaders and peers through study groups, committees, and conferences.

The Opportunity: We are looking for a successful and enthusiastic Senior Event Planner to produce events from conception through to completion. Event planning responsibilities include providing outstanding customer service and organizing memorable events that meet quality expectations.

What You’ll Do:

Manage all aspects of an event from pre-planning, determining resource needs, pre-event marketing, and on-site coordination, to post event follow-up

• Event planning, design and production while managing all project delivery elements within time limits
• Liaise with clients to identify their needs and to ensure customer satisfaction
• Develop effective and collaborative relationships with internal and external stakeholders
• Provide feedback and periodic reports to stakeholders
• Propose ideas to improve provided services and event quality
• Create and submit RFP for varied services
• Manage and reconcile the budget for each convening connection
• Ensure business impact is measured pre, during and post and reflected within required monthly reporting
• Ensure compliance with insurance, legal, health and safety obligations
• Hotel/venue site visits when needed to evaluate the property and meeting space
• Direct contact for contracted hotel/venue
• Conduct market research, gather information and negotiate contracts prior to closing any deals
• Develop, source, compile, analyze, recommend and manage RFPs for suppliers and vendors required for assigned conferences
• Create Resume function sheets for hotel and review and approve corresponding BEOs
• Manage Audio Visual requests and communicate orders to production partner, with an understanding of best practices and cost structure
• Manage all vendor relationships associated with the event, from sourcing, contracting through onsite management
• Manage VIP and Speaker rooming, travel and hospitality requirements.
• Actively participate in conference planning meetings
• Supervise staff at events, assign duties, and provide general direction
• Collaborate with production partner, In-house multi-media team, programming and coordinators on their respective duties
• Coordinate and manage meeting room assignments, floor plans and room sets
• manage all aspects of housing, including, reservations, room blocks, attrition management and weekly reporting
• Organize facilities and manage all event's details such as branding, sponsor/exhibitor activations, decor, catering, entertainment, transportation, location, invitee list, special guests, equipment, promotional material etc.
• Order supplies needed for events and ensure items arrive in a timely fashion
• Proactively handle any arising issues and troubleshoot any emerging problems as they arise with a sense of urgency
• Maintain knowledge of the events industry, identify event opportunities and generate interest internally to continuously elevate events
• Partner with marketing and PR to promote and publicize event
• Conduct post-event data, budget reconciliation and strategic analysis to inform future events

What You Bring:

• Bachelor's degree (preferably in Hospitality Management, Marketing, Business, or Communications)
• 2 - 3 years’ experience planning and executing events of varying sizes
• Previous experience managing multiple conferences (up to 5) per year
• Ability to manage external vendor resources and relationships

What Do You Need to Succeed:

• Thrives in a team environment, working well both as a team and individually as required
• Strong attention to detail
• Strong event production and event design acumen
• Excellent time management and communication skills
• Ability to communicate well with Executive audiences
• Strong meeting facilitation ability
• Ability to tie experience to business purpose and goals to support the demand generation and pipeline for varied business units
• Ability to multi-task and adapt to changing priorities and duties
• Travel to budget approved conferences required. Varies by assigned conferences and includes weekends. Estimated six conferences or more
• Familiar with hotel practices and possessing overall knowledge of the hotel industry
• Proficiency with the Microsoft Suite, including Word, Excel, PDF and PowerPoint
• Ability to work in a fast-paced, multi-project environment, producing quality outcomes while ensuring all deadlines are met
• Possesses exceptional organizational and interpersonal communication (written and oral) skills
• Self-motivated, able to work both independently, and in a team environment
• Takes initiative and has willingness to take ownership for assigned work
• Strong work ethic with enthusiasm for learning all aspects of planning and executing conferences
• Willingness to identify ways to adapt and improve outcomes that encourage greater efficiency before, during and after conferences

Additional Considerations:

• Previous experience with an association conference department a plus
• Professional attitude and appearance
• Able to stand and walk for extended periods and support on-site event activities including set-up and breakdown.

Join Us: If you are someone who values collaboration, continuous learning, and making meaningful contributions, we encourage you to apply and explore this opportunity at LIMRA and LOMA.

LIMRA and LOMA are committed to fostering an inclusive workplace where individuals feel valued and empowered to contribute. We welcome people with unique perspectives and backgrounds, recognizing that a wide range of experiences strengthens our ability to help members navigate with confidence.



We are an Equal Opportunity employer and do not discriminate on the basis of race, ancestry, color, religion, sex, age, marital status, sexual orientation, national origin, medical condition, disability, veteran status, or any other basis protected by law.

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos.