Franchise Onboarding Clerk

Del Toro Insurance

Miami (FL)

On-site

USD 22,000 - 33,000

Full time

3 hours ago
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Job summary

Del Toro Insurance seeks a highly organized Franchise Onboarding Clerk to support new franchise launches in Florida and beyond. You will coordinate onboarding activities, track deadlines, ensure compliance, and guide franchisees through the opening process.

Strong communication and proactive follow-up are essential for success. The role demands attention to detail, the ability to manage multiple priorities, and collaboration with internal teams.

Qualifications

  • Bilingual in English and Spanish is required.
  • 1+ year of administrative, onboarding, or project coordination experience preferred.
  • Excellent organizational skills and attention to detail.
  • Strong communication, multitasking, and follow-up abilities.
  • Proficiency in Microsoft Office and CRM systems.
  • Ability to manage multiple priorities and meet deadlines.
  • Experience in insurance, franchising, or compliance is a plus.
  • Positive attitude, problem-solving skills, and accountability.

Responsibilities

  • Coordinate onboarding for multiple new franchisees.
  • Monitor compliance requirements, documentation, and deadlines.
  • Maintain onboarding records, checklists, and progress reports.
  • Communicate regularly with franchisees and internal teams.
  • Provide proactive follow-ups to ensure milestones are met.
  • Escalate issues as needed to prevent delays.
  • Support a smooth transition from onboarding to franchise operations.

Skills

Bilingual English/Spanish
Organizational skills
Communication
Multitasking
Follow-up

Tools

Microsoft Office
CRM systems

Job description

Del Toro Insurance is a growing insurance franchisor with operations in Florida and Texas, focused on empowering entrepreneurs through training, technology, operational support, and strategic partnerships with leading insurance carriers.

Job Summary

We are looking for a highly organized, proactive, and detail-oriented Franchise Onboarding Clerk to join our growing team!

In this role, you will play a key part in helping new franchisees successfully launch their Del Toro Insurance offices. You will coordinate onboarding activities, track critical deadlines, ensure compliance requirements are met, and support franchisees throughout the opening process.

The ideal candidate is an excellent communicator, thrives in a fast-paced environment, and takes ownership of tasks from start to finish.

Key Responsibilities

Coordinate and track the onboarding process for multiple new franchisees.

Monitor compliance requirements, documentation, and key deadlines.

Maintain accurate onboarding records, checklists, and progress reports.

Communicate regularly with franchisees and internal departments.

Provide proactive follow-ups to ensure timely completion of onboarding milestones.

Identify potential delays and escalatE issues when necessary.

Support a seamless transition from onboarding to franchise operations.

Qualifications

Bilingual in English and Spanish (Required).

1+ year of administrative, onboarding, or project coordination experience preferred.

Excellent organizational skills and attention to detail.

Strong communication, multitasking, and follow-up abilities.

Proficiency in Microsoft Office and CRM systems.

Ability to manage multiple priorities and meet deadlines.

Experience in insurance, franchising, or compliance is a plus.

Positive attitude, problem-solving skills, and a strong sense of accountability.

Why Join Del Toro Insurance?

Be part of a growing organization where your work directly contributes to the successful launch of new businesses. Join a collaborative, results-driven team with opportunities to learn, grow, and make a meaningful impact.

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