Agency Insurance Lead Development Coordinator

Description

This is an excellent role for someone who is personable, organized, and enjoys both conversation and administrative work.

Responsibilities

 

• Organize and prioritize current agency leads within the CRM.
• Add, clean, and update lead information to ensure accuracy.
• Place leads into appropriate drip campaigns/workflows for ongoing nurturing.
• Track lead activity, status changes, and next steps.
• Contact warm leads to assess interest in quotes or insurance reviews.
• Re-engage older leads to determine current needs or opportunities.
• Provide a professional first impression and gather relevant info for agents.
• Maintain consistent follow-up using agency scripts and guidelines.
• Schedule appointments, review quotes, conduct policy checkups, and handle call-backs for licensed agents.
• Confirm customer availability and ensure smooth handoff to the sales team.
• Track appointments and follow-through to support the sales pipeline.

 

Qualifications

 

• Previous experience in customer service, telemarketing, admin support, or lead management preferred.
• Strong communication and people skills — confident and friendly phone presence.
• Highly organized with strong attention to detail.
• Comfortable learning and using CRM systems.
• Able to work independently and stay consistent with follow-up tasks.
• Part-time: 10–20 hours per week with flexible scheduling.
• Hourly pay with bonus opportunities for completed appointments or productivity goals.
• Bonus opportunities for agency growth & retention goals achieved.
• An on-site or hybrid schedule is possible, depending on agency needs.

 

Contact Information