Coordinator, Markets and Franchise Success

Key Responsibilities

• Franchise Onboarding Coordination
• Coordinate the end-to-end administrative process for new franchise onboarding
• Ensure each step is completed accurately and on schedule
• Prepare and mail franchise onboarding packets, including training schedules, welcome information, and new franchise gifts
• Serve as a primary point of contact for new franchise partners during the onboarding process, answering questions and directing them to the appropriate resources
• Maintain accurate onboarding records and track franchise milestones to ensure timely follow-up
• Partner with Training and other internal teams to confirm onboarding schedules and materials are current
• Team & Administrative Support
• Provide general administrative support to the Markets team, including calendaring, correspondence, and document preparation
• Own scheduling of franchise calls for the team, coordinating availability and communicating call details to all participants
• Maintain organized records, contact lists, and shared team resources related to franchise partners
• Support day-to-day office and operational tasks that keep the Markets team functioning efficiently
• Aid in additional supportive duties as assigned by the VP, Markets and Franchise Success
• Event Coordination & Logistics
• Assist in the coordination of franchise and carrier events, including gathering requirements and confirming logistics with internal and external partners
• Cook up materials needed for events, ensuring items are prepared, packed, and ready ahead of deadlines
• Manage shipping of swag, print materials, and event supplies to ensure on-time, accurate delivery
• Support the planning and coordination of the company's annual kickoff event, including logistics, materials, and vendor communication
• Track event-related budgets, orders, and timelines, flagging any issues to the VP, Markets and Franchise Success
• Communications, Mailings & Materials Fulfillment
• Prepare and send franchise-facing mailings and communications related to onboarding, training, and events
• Cook up inventory and fulfill franchise gifts, welcome kits, and promotional materials
• Maintain relationships with vendors and shipping partners to ensure quality and timeliness of materials
• Ensure all franchise-facing communications and materials reflect We Insure's brand and tone

Your Experience

• Education Required: High school diploma or equivalent
• Preferred: Associate's or bachelor's degree in business administration, communications, or a related field
• Work Experience Required: 1–2 years of experience in an administrative, coordination, or customer service role
• Preferred: Experience in insurance, franchise, or franchise support environments
• Preferred: Experience coordinating events, meetings, or logistics
• Preferred: Experience using CRM, project management, or scheduling tools
• Knowledge, Skills & Abilities: Strong organizational skills with the ability to manage multiple priorities, timelines, and details simultaneously; excellent written and verbal communication skills, with a professional and welcoming tone; proficiency in Microsoft Office (Outlook, Word, Excel, PowerPoint); strong attention to detail and follow-through, particularly with onboarding materials and mailings; ability to coordinate shipping and logistics accurately and on deadline; customer-service mindset with a genuine interest in supporting franchise partners' success; comfortable working collaboratively in a fast-paced, team-oriented environment