M Chelsea Cabanillas Agency ยท 2 days ago
Marketing and Lead Generation Specialist (Remote, Part Time)
Phoenix, AZ
Full-time, Part-time
Remote
Mid, Senior Level
5+ years exp
Maximize your interview chancesInsurance Agencies and Brokerages
Insider Connection @M Chelsea Cabanillas Agency
Get 3x more responses when you reach out via email instead of LinkedIn.
Responsibilities
Make initial outreach calls to potential clients and follow up on leads generated from digital sources such as internet leads, referrals, recaptures, and warm transfers
Proactively managing leads pipeline and generating consistent lead flow through marketing initiatives
Coordinate and prepare quotes for internet leads, ensuring timely responses to new inquiries.
Maintain organized records of lead interactions and manage follow-ups to optimize conversion rates.
Develop eye-catching, informative, and brand-consistent graphics using platforms such as Canva for social media posts, newsletters, and other marketing materials.
Collaborate with agency leadership to create content that promotes our services and educates clients about insurance offerings.
Manage and optimize paid advertising campaigns on Google and/or Facebook, monitoring performance and adjusting for maximum ROI.
Plan, draft, and execute posts across social media platforms to engage our audience, promote our services, and share client success stories.
Build relationships with our Centers of Influence (COI) by initiating digital outreach through email and social media.
Assist in scheduling in-person appointments with potential COIs and clients to support our agency's growth through networking and partnerships.
Support agency-sponsored events by assisting in planning, promotion, and follow-up to maximize community engagement.
Monitor and respond to Google Reviews to reinforce our agency's dedication to customer satisfaction.
Develop a strategy to encourage positive client reviews across various platforms.
Coordinate with our client service team to ensure feedback from reviews informs our service improvements.
Qualification
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Required
5+ years in a professional setting
5+ years in a customer facing or service based role
Dedicated Hours available to work; uninterrupted
Experience in client or lead management, with the ability to handle initial outreach calls professionally and follow up on leads with precision.
Proficiency in Canva for content creation and experience with managing Google and/or Facebook ad campaigns.
Excellent written and verbal communication skills to engage clients and community contacts effectively via email, phone, and digital channels.
Detail-oriented, with the ability to manage multiple priorities and follow up effectively on lead inquiries and outreach efforts.
Self-starter with a can-do attitude and willingness to adapt in a dynamic, customer-focused environment.
Proficiency with Microsoft Office and general tech-savviness required.
Preferred
Familiarity with insurance terminology, quoting processes, and/or lead generation within the insurance industry is a plus, but not required.
Familiarity with CRM systems, Canva, and basic digital advertising is preferred.
Benefits
Bonus based on performance
Competitive salary
Flexible schedule
Free food & snacks
Training & development
Company
M Chelsea Cabanillas Agency
We deliver to our community positive impact made through kindness, efficiency, and trusted insurance guidance.
Founded in 2011Phoenix, Arizona
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase
