Marketing Administrative Assistant Hybrid

Position Summary

This position plays a critical role in maintaining the integrity of the agency network by ensuring compliance and supporting streamlined agency operations. It acts as both a quality control and support function, helping the organization maintain clean data, regulatory compliance, and efficient agent engagement.

• Maintain up-to-date insurance compliance records for our agency force.
• Review agent performance metrics and initiate appropriate actions in alignment with company standards.
• Monitor system performance to support accurate policy processing.
• Update agent’s contact information in CRM.
• Provide agent training regarding inactive users, invalid contact information, etc.
• Assist with audit tasks, including outreach to agents to resolve outstanding compliance or data issues.
• Support agent access to core company services as requested.
• Follow up with agents to resolve email delivery issues and confirm updated contact details.
• Assist with agent onboarding and follow-up communications.
• Other))); projects and duties as assigned.

• HS Diploma required.
• 2-4 years administrative support experience required.
• Must have excellent multi-tasking skills with the ability to manage competing priorities.
• Must have excellent planning and organizing skills.
• Must have strong computer skills:
  Microsoft Office, including Word, Excel & PowerPoint.
• Strong communication skills (written & oral) along with demonstrated customer service experience a must.

• BA in Marketing, Business, or Communications preferred and/or other business-related experience.
• Bi-lingual Spanish.