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

• 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 offering