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About the Role

The Coordinator, Markets & Franchise Success provides essential administrative and logistical support to the Markets team, ensuring a smooth and welcoming experience for new and existing franchise partners. This role coordinates day-to-day details that keep the team running, from managing onboarding communications and scheduling calls to organizing event materials and supporting annual kickoff event planning. This position is well suited to a highly organized, detail-oriented professional who enjoys variety, takes pride in creating a positive first impression, and thrives in a fast-paced, people-first environment.

Responsibilities

Coordinate the end-to-end administrative process for new franchise onboarding, ensuring accuracy and timeliness.
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 onboarding, answering questions and directing them to resources.
Maintain accurate onboarding records and track franchise milestones for timely follow-up.
Partner with Training and other internal teams to confirm onboarding schedules and materials are current.
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 details.
Maintain organized records, contact lists, and shared team resources related to franchise partners.
Support day-to-day office and operational tasks for the Markets team.
Assist with additional supportive duties as assigned.
Assist in the coordination of franchise and carrier events, including gathering requirements and confirming logistics.
Coordinate materials needed for events, ensuring preparation, packing, and readiness before deadlines.
Manage shipping of swag, print materials, and event supplies for 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.
Prepare and send franchise-facing mailings and communications related to onboarding, training, and events.
Coordinate inventory and fulfillment of 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.

Requirements

High school diploma or equivalent required.
Associate's or bachelor's degree in business administration, communications, or a related field preferred.
1–2 years of experience in an administrative, coordination, or customer service role required.
Experience in insurance, franchise, or franchise support environments preferred.
Experience coordinating events, meetings, or logistics preferred.
Experience using CRM, project management, or scheduling tools preferred.
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) and comfort learning new systems.
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.

Skills

Microsoft Office (Outlook, Word, Excel, PowerPoint)
CRM
Project management tools
Scheduling tools
Shipping coordination
Logistics coordination
Event coordination
Administrative support
Customer service
Communication (written and verbal)
Organization
Attention to detail

Location

Remote

Work Type

Full-time

Experience Level

1-2 years

Education Level

High school diploma or equivalent
Associate's degree
Bachelor's degree

About the Company

At We Insure Group, we are passionate, driven, and purposeful in our mission to personalize protection at the right value.
We believe in delivering tailored insurance solutions that meet each client’s unique needs, ensuring they feel confident and supported.
As both a franchise platform and direct insurance provider, We Insure empowers like-minded entrepreneurs with the opportunity to own and operate successful agencies.
With over 200 locations across 35 states, we support our agency owners, customers, and carrier partners by enabling faster service, greater efficiency, better choices, and improved results.
We’re data-driven for better value and people led for better service.
Our purpose is rooted in clarity, guidance, and long-term trust helping individuals and business owners make informed choices about their insurance coverage.
We're building something meaningful and looking for purpose-driven individuals to help lead the way.
Our values shape how we work, how we lead, and how we grow together.
We personalize protection at a price you can trust.
We hustle to find opportunity.
We care authentically.
We thrive in ambiguity.
We own our results.
We have fun along the way.