Marketing Operations Coordinator

Bridge Specialty Group•San Diego, CA

6d•Onsite

About The Position

The Marketing Operations Coordinator is responsible for supporting both current and new clientele, delivering prompt and professional customer service to internal and external customers. Key responsibilities include producer management—covering appointments, contracts, and licensing for new and existing producers—as well as overseeing distribution management. Additionally, the coordinator will handle projects assigned to support the broader team, ensuring seamless operations and effective collaboration across all functions.

Requirements

Organized and detail-oriented, able to work well under deadlines in a changing environment and perform multiple tasks effectively and concurrently.
Excellent communication skills both verbal and written; strong interpersonal, problem solving and analytical skills required.
Demonstrated proficiency with Microsoft Office products (Outlook, Excel, PowerPoint, and Word)
Able to interface with diverse employee and customer groups.

Responsibilities

Collaborate with team members and producers to set up and maintain accurate producer information in Arrowhead’s CRM, ensuring data integrity and supporting business objectives.
Deliver outstanding customer service across all channels, consistently meeting or exceeding established KPIs for response time, satisfaction, and issue resolution.
Provide professional and personalized assistance to producers and clients, proactively addressing inquiries, locating information, and interpreting business needs to deliver effective solutions.
Foster strong relationships between divisions and producers by maintaining open communication, timely follow-up, and a commitment to shared goals.
Work independently while actively contributing to team priorities, managing workload to align with departmental targets and deadlines.
Champion knowledge sharing by participating in training procedures and supporting continuous improvement initiatives.
Manage a high volume of data and phone support, focusing on accuracy, efficiency, and measurable outcomes.
Support departmental needs by taking ownership of projects, developing procedures, and adapting to changing priorities, always with a solutions-driven mindset.
Participate in and contribute to team meetings, sharing insights, tracking progress against KPIs, and collaborating.
Take on additional responsibilities as assigned, demonstrating flexibility and a commitment to achieving team and organizational objectives.