3. Office Admins:
Responsibilities:
I. Retention side – a. Admins can audit/update Agent’s birthdays and anniversaries. i. Work with Marketing for birthday/anniversary campaigns. b. Mass text Agents for office events, meetings, updates, etc c. Add license information for Agents. i. Can send license update campaigns. II. Recruiting side – a. Work with Marketing to insert branded campaigns into email templates for their Team Leaders. b. Upload cobrokes into the system for TLs. c. Admins work with the TLs on agreed upon plan on how TL and Admin is sending campaigns and how Admin is supporting the sending of campaigns. d. Send campaigns on behalf of the Team Leader after TL has confirmed which campaign an Agent should be added to (if needed) e. Enter meeting notes for TL after meeting with an Agent (if needed) 4. Administration: Responsibilities: I. Review current campaigns with Brokerage and help to delete any that are out of date. II. Credentialing in all regions a. Regular Audit of users and accounts III. Running reports for all regions for Brokerage leadership. a. This would include the log in report. IV. Training of tasks for Admins and Team Leaders – assisted by Brokerage as needed.
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