Lead Intake & Conversion Specialist

Orlando, FL (Remote)

Salary Not AvailableMid LevelFull time

Posted 2 months ago

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Job Summary

Own a fast-paced, high-velocity lead qualification and appointment-setting workflow for storm-damage roofing leads, converting urgent homeowner inquiries into qualified inspections through rapid outreach, scripted screening, and precise CRM capture.

  • Speed-to-contact: initiate calls/texts within minutes of new leads and pursue multi-touch follow-ups to keep prospects engaged.
  • Qualification and routing: apply client-specific questions, flag insurance-related leads, and schedule on calendars with accurate details.
  • Data discipline: disposition interactions, track outcomes, and surface lead quality patterns to support storm-response operations.

Job Description

Responsibilities

  • Monitor the lead queue and initiate outbound phone and/or text contact within minutes of a new lead being received — speed to first contact is your most important daily metric
  • Follow established outreach scripts tailored to roofing and home services prospects, including storm damage inquiries, insurance claim leads, and general inspection requests
  • Execute multi-touch follow-up sequences for leads that do not answer on first attempt, including scheduled callbacks and text outreach per client protocol
  • Maintain a sense of urgency throughout your shift — homeowners in active need of roofing services are often contacting multiple contractors simultaneously
  • Conduct brief, structured screening calls to verify homeowner information, confirm interest, and assess eligibility using client-specific qualification criteria
  • Apply roofing-relevant qualification questions, which may include: property ownership, roof age or condition, whether recent storm or hail damage is suspected, current insurance coverage, and desired timeline for service
  • Identify leads involving active insurance claims and route or flag them appropriately per client instructions — this is a common scenario in roofing and will be covered in training
  • Accurately disposition leads that do not qualify (renters, outside service area, no damage present, etc.) per established guidelines without over-disqualifying viable prospects
  • Maintain a professional, empathetic tone — many homeowners calling about storm damage are stressed; your calm, helpful approach sets the tone for the client relationship
  • Schedule qualified inspection or estimate appointments directly on contractor calendars using provided scheduling tools, confirming accurate address, contact, and availability information
  • Confirm appointment details with the homeowner before ending the call and send confirmation communications as required
  • Coordinate with client dispatch or intake teams as needed for same-day or urgent inspection requests, which are common following major weather events
  • Follow up on no-shows and cancellations per client protocol and attempt to reschedule where appropriate
  • Overcome basic objections
  • Guide hesitant leads to book
  • Position urgency (especially for insurance/home services)
  • Log every lead interaction, disposition, and outcome accurately and promptly in AIM's CRM and tracking systems
  • Maintain clean, consistent records so that reporting on contact rates, appointment rates, and lead quality is always reliable
  • Flag patterns in lead quality, geographic clusters, or post-storm volume surges to your supervisor — this information is operationally valuable for client management
  • Meet or exceed daily and weekly activity and conversion benchmarks as established by AIM leadership

Requirements

  • High school diploma or equivalent required
  • Ability to follow qualification scripts accurately and maintain CRM entries
  • Comfort with a fast-paced phone environment and logging interactions in CRM
  • Basic computer proficiency with CRM tools, calendar scheduling software, and communication platforms

Preferred

  • Prior experience in customer service, call center, reception, or inbound/outbound phone roles is a plus — but not required
  • Familiarity with home services, construction, roofing, or insurance claim processes is helpful but not expected; full training will be provided

Benefits

  • 100% remote work environment
  • Consistent, structured schedule with clear daily expectations
  • Paid time off + company-observed holidays
  • Health, dental, and vision benefits
  • Paid training and onboarding — roofing and home services knowledge provided; no prior industry experience required
  • Performance bonus structure with real earning upside, including storm-season volume incentives
  • A team that values speed, reliability, and treating every homeowner interaction with professionalism
321 the Agency logo

321 the Agency

321 is a brand and social agency committed to crafting legacies—not just brands—with the belief that a brand’s impact is measured in the conversations it sparks, the communities it builds, and the imprint it leaves behind.

Founded in 2008
Orlando, Florida, USA
58 employees (20 in marketing)

Traffic Signals

Monthly Visitors
2.1K
Traffic Source Mix
Search
30.2%
Direct
46.2%
Referral
5.8%
Social
16.4%
Paid
1.4%

Headcount Trend

Current headcount: ~58

Marketing Team

Marketing Team Size
9 (16% of company)
Median Career Experience
11 years
Median Tenure
7.4 years