Administrative Assistant / Marketing Coordinator

Administrative Assistant / Marketing Coordinator for Insurance Agency

Key Responsibilities

1. Front Desk & Customer Service

• Manage front desk operations, ensuring a welcoming and professional environment.
• Greet visitors with professionalism and courtesy.
• Provide excellent customer service by answering phones, assisting with inquiries, resolving issues, and routing messages to the appropriate departments.

2. Email, Calendar & Workflow Management

• Organize and manage the Owner’s professional email and the agency’s general inbox, ensuring timely responses and follow-up.
• Maintain and coordinate the Owner’s calendar, including scheduling internal meetings, client appointments, and quarterly reviews.
• Track and manage sales and claims pipelines, ensuring deadlines and tasks remain on schedule.
• File new insurance claims and follow up with carriers and clients throughout the claims process.

3. Internal Operations & Communication Support

• Delegate tasks to appropriate departments, monitor progress, and ensure timely completion.
• Attend internal meetings, take detailed notes, and follow up on action items.
• Assist with carrier appointments, including maintaining documentation and updating credentialing records.

4. Reporting & Presentations

• Compile data and create presentations for quarterly meetings.
• Prepare financial summaries, production reports, and performance metrics (e.g., new premiums, growth updates).

5. Marketing & Digital Communications

• Support the planning, execution, and tracking of marketing campaigns and client engagement initiatives.
• Edit and post content for the Owner’s and agency’s social media accounts, including Facebook, Instagram, LinkedIn, and the company website.
• Maintain consistent branding and ensure a professional online presence across all digital platforms.

Qualifications

• Proven experience in administrative support or office coordination, ideally in an insurance or professional services environment.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite including email and calendar management, Teams, Excell, Power Point,
• Proficiency in marketing on social media platforms.
• Excellent organizational skills and the ability to manage multiple priorities.
• Self-motivated with a proactive approach to tasks and problem-solving.

Job Type: Full-time

Pay: $23.76 - $28.61 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• Life insurance
• Paid time off

Work Location: In person

Salary : $24 - $29