CRM & Operations Assistant at Poms & Associates Insurance Brokers LLC

Calabasas, California, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Jul, 26

Salary

25.0

Posted On

10 Apr, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

CRM management, Marketing execution, Data entry, Office administration, Event planning, Communication, Problem-solving, Microsoft Office, Outlook, Attention to detail, Organizational skills, Customer service

Industry

Insurance

Description

Description Title: Office Assistant & Marketing Analyst Compensation: $22.50- $25.00 per hour Schedule: Part-Time, Temp-to-hire Approximately 20 hours per week with occasional overtime when required Location: Onsite, Calabasas, CA Poms & Associates is seeking a detail-oriented CRM Assistant / Office Coordinator to provide support with marketing execution, CRM data management, and in-office administrative tasks. This temp-to-hire, part-time, support-focused role ensures smooth day-to-day operations by assisting with campaigns, maintaining accurate CRM records, and providing designated office coordinator coverage, all under the guidance of the Marketing Manager and office leadership. What You’ll Do: Assist with the execution of firm-approved marketing campaigns and initiatives Maintain marketing calendars, checklists, and task tracking tools Support event planning and coordination, including follow-ups and marketing logistics Enter, update, and maintain CRM data accurately, including cleaning lists, managing tags, and following documentation standards Support producers with routine marketing tasks and inquiries, escalating non-standard questions as needed Answer, screen, and direct incoming phone calls professionally Greet and welcome clients, guests, and vendors, maintaining a professional lobby Schedule and manage meeting rooms, including conference setup and logistics Receive deliveries, process outgoing shipments, and distribute incoming mail Monitor office supply inventory and assist with ordering and restocking as directed Assist with general clerical and administrative tasks to support overall office operations Perform other projects, research, and tasks as assigned What You’ll Need to Succeed: Bachelor’s degree in Marketing or a related field preferred, or current enrollment in a Marketing or related degree program. Strong attention to detail and organizational skills. Comfortable following established processes and procedures. Professional, friendly demeanor when interacting with clients, guests, and team members. Excellent communication and problem-solving abilities. Capacity to work independently, take initiative, and be a self-starter. Basic proficiency with Microsoft Office and Outlook. Reliable, punctual, and comfortable working in an on-site office environment What Poms & Associates Offers You: Opportunity to grow your skills in marketing, CRM management, and office operations. Supportive, team-oriented environment. Hands-on experience in both administrative and marketing functions. Career advancement opportunities Please note that these are just some potential examples, and the specific benefits and perks offered may vary based on the position and location. Compensation: Hourly range between $22.50- $25.00 per hour Compensation will be determined by a number of factors including educational background and experience. About Poms & Associates: At Poms & Associates, we redefine the insurance experience by offering innovative solutions for both business and personal insurance needs. With decades of experience and expertise, we are dedicated to helping clients stay protected and prepared. We believe that knowledge is the key to effective insurance and that proactive risk management is the smartest way to insure. For more information about the company, please visit our website: https://www.pomsassoc.com/ Please note: We are not accepting phone inquiries regarding the status of applications. Only qualified candidates will be contacted. Additionally, we are not working with agencies or third-party recruiters at this time. Thank you for your understanding. Poms & Associates provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, Poms & Associates complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities.

Responsibilities

The CRM & Operations Assistant will support marketing campaigns, maintain CRM data, and handle general office administrative tasks. This role also involves coordinating meetings, managing office supplies, and providing professional support to clients and staff.