Part-Time Bilingual Insurance Agency Support & Marketing Coordinator
Location: In Office
Schedule: Part-Time | Flexible Hours
Language Requirement: Bilingual – English & Spanish (Required)
About Our Agency
We are a growing, independent commercial insurance agency serving small to mid-sized businesses. Our focus is helping business owners stay compliant, reduce risk, and understand their insuranceespecially Workers’ Compensation, General Liability, and Commercial Auto coverage. We pride ourselves on strong relationships, education, and proactive service.
We are looking for a reliable, organized, and personable Part-Time Bilingual Insurance Agency Support & Marketing Coordinator to help support day-to-day client needs while also assisting in outreach and growth efforts for the agency.
Position Overview
This role is a mix of client service, compliance support, marketing, and light business development. You will be a key point of contact for clients, helping them stay on track with audits, payroll updates, billing matters, and business registrations, while also supporting our online and community presence.
This position is ideal for someone who enjoys organization, communication, and helping businesses succeed, while also being comfortable wearing multiple hats.
Key Responsibilities:
Client Support & Compliance
Follow up with clients regarding Workers’ Compensation and insurance audits
Assist in preparing audit documentation (payroll reports, class codes, subcontractor info, etc.)
Conduct mid-year payroll and rating factor check-ins with clients
Follow up on missing information and carrier requests
Assist clients with Secretary of State business registrations and renewals
Help resolve billing issues, payment questions, and policy notices
Communicate with clients via in-person meetings, phone calls, email, and video meetings
Document client interactions and updates accurately in the agency system
Marketing & Content Support:
Update and post blog articles on the agency website
Assist with social media content (educational posts, industry tips, promotions)
Help repurpose blogs into short social posts or email content
Assist with organizing newsletters or client email communications
Business Development & Growth Support
Follow up with warm leads, referrals, and past clients
Help request and track client reviews and testimonials
Assist with outreach to referral partners (contractors, accountants, business service providers)
Support community or local business outreach efforts
Help identify cross-sell and upsell opportunities and flag them for the licensed agent
Assist with basic lead tracking and follow-ups
Administrative Support:
Maintain accurate digital files and client records
Schedule In Office Appointments
Follow Up With Online Leads
Help track deadlines, renewals, audits, and follow-up tasks
Assist with organizing internal procedures and workflows
