Marketing and Events Assistant

World Insurance Associates, LLC. • United States, United States • 2w ago

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Job Description

We are seeking a proactive and detail-oriented Marketing and Events Assistant to support our senior team in delivering high-quality events, marketing campaigns, and client experiences. This role involves working closely with corporate decision-makers, client advisors, and internal stakeholders.

You will gain hands-on experience in the financial services industry while contributing to event coordination, marketing execution, CRM management, and presentation development. Strong communication skills, both written and verbal, are essential, as is the ability to stay organized and collaborate effectively across teams.

Key Responsibilities

Coordinate and confirm event registrants and logistics

Assist in launching and monitoring marketing campaigns

Assemble and edit presentations for internal and external use

Maintain and update CRM database records

Support senior team members with administrative and strategic tasks

Communicate professionally via phone and email with clients and partners

Learn and stay informed about industry trends and company offerings

Requirements

Strong written and verbal communication skills

Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook)

Interest or experience in the financial services industry

Bachelor's degree or currently pursuing one (preferred majors: Business, Economics, Communications, Marketing, Finance)

If currently enrolled, must be in good academic standing

Preferred Qualifications

Experience in marketing or client service roles

Familiarity with scheduling and appointment setting

Experience using CRM systems (e.g., Salesforce, HubSpot)

Background in financial services or event planning

Proactive and self-starting mindset

Strong organizational and time-management skills

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES:

World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department.

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