Marketing Assistant

Client Overview

Join a growing insurance agency that specializes in personal lines coverage and works with major carriers like Progressive, Foremost, and Bristol West. This established team of four professionals is focused on scaling their operations and freeing up licensed agents to concentrate on revenue-generating activities. You’ll play a crucial role in supporting their growth by handling critical administrative and business development tasks.

Job Description

You’ll be the operational backbone that allows licensed insurance agents to focus on what they do best – writing policies and growing the business. This role combines administrative excellence with marketing support, making it perfect for someone who enjoys variety and wants to directly impact a thriving insurance practice. You’ll handle document management and light marketing tasks ensuring seamless operations while supporting the agency’s growth objectives.

Job Highlights

• Paid Hours per Week: 40
• Schedule: Monday - Friday, 10am - 6pm includes 30 minutes paid break |Pacific Time
• Work Arrangement: Work from home
• Contract: Independent Contractor

Side note: Since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

Responsibilities

Administrative & CRM Support (Primary Focus)

• Send review requests, thank-you messages, and referral requests via email and text only
• Document contact attempts and flag win-back opportunities in the CRM
• Monitor DocuSign and Adobe for completed documents; save, upload, and organize files in Dropbox and agency systems
• Monitor fax inbox and notify producers of incoming documents
• Upload new client data into Agency Zoom CRM:
• Maintain and update accurate client records in Agency Zoom
• Monitor carrier alerts from Progressive, Foremost, and Bristol West
• Run and flag weekly carrier reports
• Monitor cancellations and non-renewals and alert licensed agents
• Handle routine administrative follow-ups and internal coordination tasks
• Support licensed agents by keeping workflows organized and up to date

Social Media & Video Content Support (Light / Secondary Focus)

• Create and edit short-form videos for marketing and client communication
• Manage light social media posting schedules (content provided or guided)
• Edit and repurpose existing content for social platforms
• Maintain professional, brand-aligned visual standards
• Assist with digital marketing tasks the internal team does not have capacity to complete

Requirements

• Strong written communication skills (email and text-based communication)
• Experience with CRM systems and document management tools
• Proficiency with cloud-based platforms such as Dropbox, DocuSign, and Adobe
• Basic to intermediate video editing skills
• Familiarity with social media platforms and posting best practices
• High attention to detail and strong organizational skills
• Ability to work independently and manage multiple tasks
• Insurance industry experience is a plus, but not required

Independent Contractor Perks

• Health insurance in eligible locations
• Permanent work from home
• Immediate hiring

Reminder:

• Kindly apply directly to the link provided; you will be redirected to BruntWork’s Career Site. Complete the initial requirements, including the voice recording, prescreening assessment, and technical check of your computer/device.

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