Technology & Systems Management
Provide technology assistance to agents and staff.
Manage and troubleshoot printers, conference rooms, training rooms, and office tech.
Oversee and maintain Google Suite, Google Drive organization, Pure Connect, MoxiPresent, RentApplication.net, CanvaPro, DocuSign, and Workspace accounts.
Manage agent onboarding and offboarding workflows, including and internal systems access.
Compliance & Transaction Oversight
Ensure Agent IABS forms are current and accessible.
Maintain agent files, including paper files, Google Drive records, and auto insurance proof.
Oversee internal DocuSign templates for onboarding, ICA agreements, and reservations.
Conduct contract reviews to ensure compliance with transaction standards.
Office Operations & Vendor Management
Manage supply ordering, and office technology needs.
Organize sponsorship opportunities for brokerage events.
Manages vendor access program.
Maintain daily office organization to support business operations.
Marketing & Communication
Oversees brokerage communication, including posting office updates, celebrating agent birthdays, internal and external events, and compliance reminders.
Maintain Agent Hub, Sales Meeting presentations, and specialty office presentations.
Supports the Director of Vision with operational tasks and initiatives.