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Feb 26, 2026
We are a growing Florida, U.S.-based Property & Casualty insurance agency (home, flood, auto) looking for a highly skilled GoHighLevel & Automation expert to oversee and optimize our backend systems. Also keep track of my
This is NOT a basic VA role. We are looking for someone who can think strategically, improve workflows, and help scale operations through CRM automation. And being detail oriented.
Responsibilities:
• Manage and optimize GoHighLevel pipelines, workflows, and tagging
• Integrate Zapier and AM Cards for automated thank-you card campaigns after policy closes (cross-sell opportunities for auto insurance)
• Maintain CRM organization and data cleanliness
• Track referral sources and build automation for partner follow-ups
• Continuously improve backend systems and automation
Requirements:
• Strong GoHighLevel experience (required)
• Experience with Zapier and automation tools
• Highly organized and detail-oriented
• Strong written English (must match owner’s tone) - we can pay for an AI
• Ability to think independently and improve systems
Good phone call skills when needed - not too strong of an accent. You may make a call here or there.
Our goal is to build strong backend systems so the owner can focus on meetings, partnerships, and revenue growth.