Franchise Onboarding Clerk

Job Summary

We are seeking a proactive, highly organized, and detail-oriented Franchise Onboarding Clerk to support the onboarding process of new franchisees as they establish their Del Toro Insurance offices.
This role is critical to ensuring franchisees meet all contractual onboarding requirements, compliance standards, and milestone deadlines to achieve a timely and successful office opening.
The ideal candidate thrives in a fast-paced environment, excels at follow-up, and can manage multiple onboarding pipelines simultaneously while maintaining accuracy and professionalism.

Key Responsibilities

• Manage and track onboarding timelines for multiple franchisees simultaneously.
• Monitor and document compliance requirements.
• Track key onboarding milestones.
• Serve as the primary administrative point of contact for franchisees during the onboarding phase.
• Provide regular status updates and proactive follow-ups.
• Identify and escalate risks or red flags.
• Maintain organized digital records.
• Facilitate a smooth transition to Operations upon franchise opening.

Qualifications

• Bilingual (English & Spanish) – Required.
• 1+ year of administrative, compliance, or project coordination experience preferred.
• Strong organizational and time-management skills with the ability to manage multiple deadlines.
• Excellent attention to detail and documentation accuracy.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office and CRM or project management systems.
• Ability to work in a deadline-driven, process-oriented environment.
• Insurance or franchise industry experience is a plus.
• Strong problem-solving mindset with consistent and proactive follow-up skills.