Responsibilities

• Lead Management & CRM
• Manage and organize incoming leads through our CRM system (AgencyZoom).
• Distribute leads to agents and ensure proper assignment and tracking.
• Monitor lead activity, follow-up rates, and overall performance.
• Maintain accurate lead records, pipelines, and reporting.
• Identify opportunities to improve lead management and conversion processes.
• Assist with automated email and text campaigns.
• Digital Marketing
• Assist in creating, launching, and managing advertising campaigns through Google Ads, Facebook, and Instagram.
• Monitor campaign performance, lead volume, and advertising costs.

Requirements

• Strong organizational skills and attention to detail.
• Comfortable using computers, spreadsheets, and online software.
• Ability to multitask and manage multiple projects.
• Strong written and verbal communication skills.
• Willingness to learn new software and marketing platforms.
• Ability to work independently and take initiative.
• Willingness to obtain a California Property & Casualty Insurance License if not already licensed.
• Experience with digital marketing, lead generation, or CRM management.
• Familiarity with Google Ads, Meta Ads Manager, or social media advertising.
• Experience using Microsoft Excel and Microsoft Office.

Benefits

• Employee discount
• Paid time off