Serve as the face of the office and provide excellent customer services to clients, sales agents, vendors and others. Responsible for direct support of the branch manager/office operations. Coordination of all office administration tasks, including general, office and business supply orders, equipment maintenance, coordinate the affiliation process for new agents, file maintenance, general office appearance, and repair issues. Provide social media and marketing support to allow the sales agents to focus on the growth of their business.

Responsible for supporting business development activities and ongoing client maintenance such as: updating client files, corresponding with insurance carriers, create sales proposals for new and renewing client, prepare all documents for new case submission, and making sure policies are accurate once approved