Date Posted: 09/15/2026
Hiring Organization: Rose International
Position Number: 507563
Industry: Insurance
Job Title: Supervisory Support Coordinator
Job Location: Plano, TX, USA, 75024
Work Model: Hybrid
Work Model Details: Hybrid 3 Days/Week in office
Shift: Mon to Fri, 37.5 -hour work week
Employment Type: Temporary
FT/PT: Full-Time
Estimated Duration (In months): 12
Min Hourly Rate($): 25.00
Max Hourly Rate($): 29.00
Must Have Skills/Attributes: Administrative, CRM, DATA MANAGEMENT, Microsoft Excel, Office Skills, Sales force
Experience Desired: Administrative support experience (3-5 yrs); CRM or database experience (Salesforce preferred) (3-5 yrs); Strong background supporting multiple leaders or teams while balancing competing priorities (3-5 yrs)
Required Minimum Education: High School Diploma or equivalent
Preferred Education: Bachelor’s Degree
**C2C is not available**
Job Description
Required Education
• High School Diploma or Equivalent
Preferred Education
• Bachelor's Degree preferred
Required Qualifications
• 3-5 years of experience in an administrative, office support, operations, compliance, or financial services environment
• Strong attention to detail and organizational skills
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office, including:
o Outlook
o Word
o Excel
• Experience utilizing CRM or data management systems such as Salesforce
• Ability to manage multiple tasks and deadlines simultaneously
• Strong follow-up and documentation skills
• Ability to maintain confidentiality and handle sensitive information
• Ability to successfully pass a background investigation and fingerprinting process
• Ability to become an Associated Person with FINRA
Preferred Qualifications
• Experience within the financial services industry
• Experience supporting compliance, supervision, or regulatory activities
• Bachelor's degree
• Experience working with agent, advisor, or producer support processes
Job Summary
The Team Lead Assistant provides administrative and operational support to Agency Team Leads within the Field Supervision organization. This role is responsible for assisting with supervisory and compliance-related activities, maintaining accurate records, tracking documentation requirements, and ensuring timely completion of regulatory and internal processes.
The ideal candidate is highly organized, detail-oriented, and skilled at managing multiple priorities while maintaining accuracy. Success in this role requires strong communication skills, proactive follow-up, and the ability to work effectively with agents, management teams, and internal business partners.
Job Duties
Administrative & Compliance Support
• Assist Agency Team Leads with supervisory and administrative responsibilities
• Monitor and track compliance-related activities and deadlines
• Ensure documentation is complete and maintained according to company requirements
• Support end-of-year compliance processes and reporting requirements
File & Documentation Management
• Maintain and update agent and management supervisory files
• Review records for completeness and accuracy
• Follow up with agents and management teams to obtain missing documentation
• Ensure documentation is properly stored and maintained
Follow-Up & Tracking Activities
• Follow up with agents and General Office management teams regarding outstanding requirements
• Assist with timely resolution of supervisory interview deficiencies
• Monitor and track compliance completion status
• Escalate outstanding issues when appropriate
Seminar & Event Administration
• Track seminar completion records
• Maintain seminar logs and documentation
• Ensure supporting documentation is collected and retained
• Monitor compliance with seminar-related requirements
Signature & Approval Tracking
• Track supervisory interview signatures and approvals
• Coordinate with agents, management teams, and internal departments to obtain required signatures
• Ensure signatures are collected within required timelines
• Maintain records of completed approvals
Reporting & Data Management
• Maintain accurate records within CRM and tracking systems
• Update databases and compliance logs
• Generate reports as requested by leadership
• Assist with data validation and reconciliation activities
Cross-Functional Collaboration
• Partner with:
o Agency Team Leads
o Management teams
o Agency Standards teams
o Agents and advisors
• Communicate status updates and issues in a professional and timely manner
- **Only those lawfully authorized to work in the designated country associated with the position will be considered.**
- **Please note that all Position start dates and duration are estimates and may be reduced or lengthened based upon a client’s business needs and requirements.**
Benefits:
For information and details on employment benefits offered with this position, please visit here. Should you have any questions/concerns, please contact our HR Department via our secure website.
California Pay Equity:
For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Rose International is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, sexual orientation, gender (expression or identity), national origin, arrest and conviction records, disability, veteran status or any other characteristic protected by law. Positions located in San Francisco and Los Angeles, California will be administered in accordance with their respective Fair Chance Ordinances.
If you need assistance in completing this application, or during any phase of the application, interview, hiring, or employment process, whether due to a disability or otherwise, please contact our HR Department.
Rose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). (Posting required by OCGA 13/10-91.).
I am very happy with the Rose International, and the professionalism of the employees.
Robin, Consultant
Working for Rose International was the most pleasant assignment I have ever had. They were always on top of situations when necessary, and very helpful. I was very proud to be an employee of Rose International, and would recommend anyone to try to work with them.
Melvon, Consultant
It was great working for Rose International. Everyone was extremely helpful.
Rosann, Consultant
Rose International maintained good communication during assignments and are very informative through email and phone calls.
Sade, Consultant
Your team at Rose International is always very helpful and responsive.
Barbara, Consultant
EMPLOYEE COMMENTS