Admin Assistant

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!