CRM Workflow and Automation Intern

Santa Ana, CA (Hybrid)

Salary Not AvailableIntern/New GradFull time

Posted 4 months ago

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Job Summary

Own and optimize Boomers' CRM systems to support sales and account teams with efficient workflows and data accuracy.

  • Own CRMs for Boomers Insurance Services, configuring and optimizing workflows to support sales and account teams.
  • Must-have: Strong analytical skills for data evaluation and problem-solving.
  • Standout: Familiarity with automation tools is a plus.

Job Description

Responsibilities

  • configure and optimize CRM systems to enhance customer relationship management processes
  • develop and maintain CRM workflows
  • analyze automation needs
  • support sales and account management teams
  • ensure data accuracy in the CRM system
  • monitor and evaluate workflow performance
  • identify areas for improvement
  • provide insights for better operational efficiency

Requirements

  • Strong analytical skills for data evaluation and problem-solving.
  • Excellent communication and interpersonal skills to collaborate effectively across teams.
  • Experience or interest in Customer Relationship Management (CRM) systems and tools.
  • Basic understanding of sales and project management principles.
  • Proficiency in organizational and time-management skills.
  • A student or recent graduate in business, marketing, information technology or related field.
  • A proactive attitude with a willingness to learn and adapt.
  • Proactive attitude with a willingness to learn and adapt.

Preferred

  • Familiarity with automation tools and technologies is a plus.
Boomers Insurance Services logo

Boomers Insurance Services

Boomers Insurance specializes in providing training, support, and technology to independent insurance agents, helping them to effectively market and sell Medicare insurance products. The company offers a range of Medicare Advantage, Medicare Supplement, and other Medicare-related products from leading insurance carriers.Licensed insurance agents interested in contracting or making a change to your FMO upline are encouraged to call Yvonne Aceves at 1-800-815-1943 or visit us at Boomers-Insurance.com

Founded in 2009
Downey, California, USA
53 employees (2 in marketing)

Headcount Trend

Current headcount: ~53

Marketing Team

Marketing Team Size
1 (2% of company)