World Insurance Associates LLC

Compensation

Full Description

Description: • Support senior team in delivering high-quality events, marketing campaigns, and client experiences • Coordinate and confirm event registrants and logistics • Assist in launching and monitoring marketing campaigns • Assemble and edit presentations for internal and external use • Maintain and update CRM database records • Support senior team members with administrative and strategic tasks • Communicate professionally via phone and email with clients and partners • Learn and stay informed about industry trends and company offerings Requirements: • Strong written and verbal communication skills • Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook) • Interest or experience in the financial services industry • Bachelor’s degree or currently pursuing one (preferred majors: Business, Economics, Communications, Marketing, Finance) • Experience in marketing or client service roles (preferred) • Familiarity with scheduling and appointment setting (preferred) • Experience using CRM systems (e.g., Salesforce, HubSpot) (preferred) • Background in financial services or event planning (preferred) • Proactive and self-starting mindset • Strong organizational and time-management skills Benefits: • Remote work • Part-time schedule • Option to work from multiple offices throughout the region • Equal employment opportunity and reasonable accommodations for disabilities