Marketing Administrative Assistant - (Hybrid)

Windward Risk Managers•Boca Raton, FL

4d•Hybrid

About The Position

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.

Requirements

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.

Nice To Haves

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

Responsibilities

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.