Insurance Agency Marketing Specialist

Job Title: Marketing Specialist – Persuasive, Detail-Oriented Communicator Wanted

Job Description:
Are you a resilient and persuasive communicator who thrives on turning interest into action? We're looking for a Marketing Specialist to join our insurance agency team—someone who’s great on the phone, skilled at building quick rapport, and detail-oriented enough to gather and enter critical information accurately. This is not a sales role—it’s about starting meaningful conversations, collecting the right data, and setting up our team for quoting success.

If you're outgoing, driven, and love talking to people while staying organized behind the scenes, this is the role for you.

Key Responsibilities:
• Lead Engagement: Make outbound calls to warm and cold leads, engaging them in conversations and encouraging them to receive a quote for home and auto insurance.
• Relationship Building: Use phone, text, and email to connect with potential clients and build trust quickly.
• Information Gathering: Ask the right questions to collect all necessary data to complete quote forms accurately.
• Data Entry: Enter detailed information into our quoting systems to initiate the quote process—accuracy and consistency are key.
• Follow-Up: Track open leads and maintain consistent communication until the quoting process is completed.
• Collaboration: Work closely with the sales and service team to ensure smooth transitions and excellent client experiences.

Who You Are:
• Persuasive & Personable: You can connect with people quickly, make them feel at ease, and confidently ask for a “yes.”
• Resilient & Persistent: You don’t get discouraged easily and know how to stay motivated through a high volume of calls.
• Detail-Oriented: You take pride in getting information right the first time and following a process precisely.
• Organized & Focused: You manage multiple leads efficiently and never let follow-ups fall through the cracks.
• A Good Listener: You ask thoughtful questions and absorb the details that help move conversations forward.
• Tech-Savvy Researcher: You’re comfortable navigating systems and know how to dig for the information you need.

Requirements:
• Experience: Prior experience in customer outreach, call-based marketing, or insurance is a plus.
• Skills: Excellent communication, active listening, and strong attention to detail.
• Technical: Comfortable with CRM tools, web forms, email, and basic data entry platforms.
• Industry Knowledge: Insurance background is helpful, but we’ll train the right person. No license required.

What You’ll Get:
• A supportive and energetic team environment
• Coaching and tools to help you succeed
• Opportunities to grow into other roles within the agency
• The satisfaction of opening doors and starting client relationships that truly matter

If you’re ready to make an impact, connect with people, and support a mission-driven insurance team, apply today. We’d love to hear from you.