Agent Operations & Marketing Assistant

• Paid Time Off (20 days paid and 50 hours unpaid)
• Hourly Pay + Commission and Bonuses
• Simple IRA Retirement Plan with Company Match
• Term Life Insurance
• Licensing reimbursement up to $500 after 90 days - plus CE & renewal fees covered
• Regular professional development - twice a month trainings + mentorship
• Career incentives - opportunities to earn extra PTO, swag and more
• Personal touches - birthday gifts, anniversary "SF Bucks," and a team that sees and celebrates you
• Comfortable office perks - free snacks, coffee and a personalized workspace
• Purpose-driven work - help people understand and protect what matters most

• Must be able to obtain or have an active Property & Casualty, Life & Health Insurance License (required prior to start)
• Strong organization skills with the ability to multitask and prioritize effectively.
• Self-starter who thrives in a fast-paced, goal-oriented environment
• Coachable and eager to grow personally and professionally
• Proficiency in Microsoft Excel, and Canva
• High performer with a team-oriented mindset

• Act as the right hand to the agent, anticipating needs and proactively addressing tasks before they arise.
• Manage personal and team calendars, appointments, and customer meetings to ensure maximum efficiency.
• Oversee marketing initiatives, including content creation, campaign coordination, and brand consistency across all platforms.
• Sign up for, organize, and execute all marketing events from start to finish.
• Handle client and prospect follow-up, ensuring timely communication and nurturing relationships.
• Generate and analyze daily, weekly, and monthly compliance and activity reports to support business performance tracking.
• Employee and customer retention and stewardship
• Anticipates the needs of each office
• Analyze, create and send interoffice communications
• Uphold confidentiality and professionalism in all dealings.
• Work an in-office position Monday through Friday from 8:00 AM to 4:30 PM. We do not offer work from home opportunities.

• Woman-owned & family-run - with a relationship-first culture
• This isn't just a job -- it's a place where you can grow, make a difference, and be part of something meaningful.