- Dental insurance
- Health insurance
- Paid time off
- Oversee daily administrative functions.
- Establish and maintain Office Standard Operating Procedures.
- Cultivate client relationships.
- Respond to calls in a friendly manner.
- Nurture relationships with insurance partners.
- Provide exceptional customer service.
- Manage CRM: EZLynx, including data entry.
- Prepare and send insurance documents to clients.
- Handle client gifts.
- Support AP and AR processes.
- Aid in tax and corporation forms.
- Assist with commission statements and filing.
- Be proactive in expanding skills and knowledge.
- Curate and schedule Social Media content.
- Create monthly newsletters.
- Produce simple in-office videos.
- Research and apply for industry awards.
- Stay updated on labor laws and employment practices.
- Foster staff development.
- Manage PTO and Payroll for remote team.
- Coordinate licenses and certifications.
- Handle employee onboarding and training.
- Propose and implement remote team events.
- and more.
- 3 to 5 years of professional experience with a focus on financials, Human Resources, and operations.
- Strong organizational skills and ability to prioritize effectively.
- Highly motivated and skilled at multitasking in a fast-paced environment.
- Knowledge of bookkeeping and accounting principles.
- Experience with QuickBooks or similar software.
- Minimum one year in Human Resources and related laws.
- Proficiency in MS Word, Excel, and Outlook.
- Attention to detail and collaborative mindset.
- Conversational Spanish is a plus.
- $55,000 - $60,000 annually
- Health, Dental, and life insurance
- Paid time off
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office & marketing coordinator - Newton Center, United States - Smoller Insurance Agency Inc
2 weeks ago
Description
Job Description
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 thriving Insurance Agency. The role includes 70% office coordination and 30% marketing coordination. Working closely with management, the Office & Marketing Coordinator creates a harmonious environment to fulfill the agency's mission, oversees office processes, manages payroll & AR/AP, and serves as the resident expert on our client management software, EZLynx. Marketing tasks involve managing Social Media posts, newsletters, and award submissions. This position necessitates onsite presence at the Newton Center office five days a week.
RESPONSIBILITIES AND DUTIES
Office Coordination
Marketing Coordination
Personnel Coordination
REQUIREMENTS
COMPENSATION