OFFICE & MARKETING COORDINATOR

The Office & Marketing Coordinator will report to the Director of Business Operations and be responsible for day-to-day coordination of the office operations and marketing for our busy and growing Insurance Agency.

S)He will work in collaboration with management to provide a harmonious environment for the achievement of the agency’s mission, provide oversight and keep the team and processes of the office functioning, oversee payroll & AR / AP, and be the onsite expert on our client management software, EZLynx.

Marketing responsibilities include curating and scheduling Social Media posts, creating and sending newsletters and completing award submissions.

This position requires being onsite in the Newton Center office 5 days a week.

RESPONSIBILITIES AND DUTIES

Office Coordination

• Manage the various administrative functions of the office on a day-to-day basis.
• Develop and maintain Office Standard Operating Procedures in collaboration with management.
• Create and maintain relationships with existing clientele.
• Create and maintain relationships with our insurance carrier partners.
• Deliver superior customer service while adhering to guidelines and workflows.
• Manage our CRM : EZLynx, including some data entry of client and policy information.
• Create and send binders, proof of insurance, and other insurance documents to clients.
• Manage client gifts.
• Assist with the accounts payable and accounts receivable functions, including reviewing, coding, and processing payments.
• Assist with tax and corporation forms as needed.
• Assist with monthly commission statements and filing.
• Be eager to expand your skills and knowledge.

Marking Coordination

• Curate and schedule Social Media posts.
• Create and send monthly newsletters.
• Film and edit simple in-office videos.
• Research and apply for insurance industry awards.

Personnel Coordination

• Maintain knowledge about changes in labor law and employment practices.
• Promote the professional development of the staff and ensure their skills and knowledge remain current for their relevant roles.
• Manage PTO and Payroll for the remote team.
• Coordinate agency and team members’ licenses and certifications.
• Coordinate employee onboarding and training, ensuring all team members have the tools they need to be successful.
• Recommend and implement remote team events.
• and more.

REQUIREMENTS

• 3 to 5 years of professional work experience, with significant time spent in positions with a focus on financials, Human Resources, and operations.
• Superior organizational skills with demonstrated ability to prioritize work; expert at focusing on both long-term issues and daily, practical issues.
• Highly organized and motivated, ability to multi-task and prioritize in a dynamic, fast-paced environment.
• Understanding of bookkeeping and accounting payable / receivable principles.
• Experience with QuickBooks or similar software.
• Minimum of one year experience in Human Resources and applicable laws.
• Strong skills in MS Word, Excel, and Outlook.
• A high degree of accuracy and attention to detail with a collaborative attitude.
• Conversational Spanish a bonus

COMPENSATION

• $55,000 - $60,000 / year
• Health, Dental, and life insurance
• Paid time off

Last updated : 2024-05-09