Admin Assistant Main Street Insurance Agency Inc Daly City, CA Job Details Full-time $35,000 - $45,000 a year 11 hours ago Benefits Disability insurance Health insurance Dental insurance Vision insurance Flexible schedule Life insurance Retirement plan Qualifications Project team coordination Bilingual Meeting minutes Employee onboarding Sales support Sales reporting Office activity coordination Standard Operating Procedures (SOPs) implementation Operations coordination Spreadsheets Marketing company internal data Meeting transcription Performance Reporting Team scheduling Data summary reports Quality assurance Vendor performance evaluation Data management HR support Marketing operations Documentation Handling Lead generation activity metrics tracking Standard operating procedures (SOPs) Project stakeholder communication Marketing Vendor performance monitoring Entry level Cross-functional communication Campaign performance reporting Standard operating procedures drafting Full Job Description Job Overview The main purpose of this role is to serve as a bridge between our team and the Philippines team, providing support across the areas where we need assistance and where they can be given appropriate access. This person can help coordinate tasks, gather information, maintain documentation, and ensure communication and follow-ups are properly handled between both teams.

Salary Range:

$35,000.00 - $45,000.00 per year Benefits Annual Base Salary

+ Commission

+ Bonus Opportunities Flexible Schedule Health Insurance Dental Insurance Vision Insurance Life Insurance Disability Insurance Hands on Training Mon-Fri Schedule Retirement Plan Requirements Requirements are someone with drive, focus and determination. May or may not have a degree. Bilingual is a plus. Responsibilities Operations & Administrative Support Maintain and organize daily, weekly, and monthly operational reports. Prepare daily meeting materials, presentations, and performance summaries. Take meeting notes and track action items and deadlines. Maintain organized folders and documentation for each department. Coordinate schedules, meetings, training sessions, and follow-ups. Assist with employee onboarding and maintain training materials. Assist management with special projects and data gathering. Marketing Support Track marketing leads by source, campaign, location, or other categories. Maintain lead vendor and advertising performance spreadsheets. Monitor basic campaign metrics, including leads, calls, costs, conversions, and sales. Quality Assurance Support Organize recorded calls for QA review. Record and compile selected calls, then submit them to the Quality Assurance Department for evaluation and review. Cross-Department Coordination Serve as the administrative bridge between our team, the Philippines team, Marketing, QA, Sales, and Management. Ensure important updates, requests, and operational changes are communicated to the appropriate teams. Follow up on pending tasks, action items, and department requests. Consolidate information from multiple departments into organized management reports. Identify missing information, incomplete reports, pending tasks, and workflow bottlenecks. Maintain SOPs and update documentation whenever processes change. Help ensure Marketing-generated leads are properly handled by Sales and that relevant calls are submitted for QA review. Prepare weekly summaries highlighting accomplishments, challenges, trends, pending items, and recommended next steps. About Us Main Street Insurance Agency Inc, an Allstate agency, empowers clients in Daly City with dynamic, personalized insurance solutions. We're a professional team passionately committed to protecting what matters most—from homes to futures. Join us in delivering exceptional service and building lasting community trust!