Agency Zoom CRM expert (Build & Optimize Workflows)

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: TYPE OF WORK

Any

: SALARY

DOE

: HOURS PER WEEK

30

: DATE UPDATED

Dec 5, 2025

JOB OVERVIEW

Are you an expert in Agency Zoom? We are urgently looking for a CRM expert to take full ownership of our CRM setup.

What We Need: We are starting from scratch and need a fully operational machine. You will be responsible for:

Mapping out customer journeys (Lead -> Sold -> Renewal).
Building automated email/text drip campaigns.
Setting up task triggers for our producers and CSRs.
Ensuring data integrity between our QQ Catalyst and Agency Zoom.

Who You Are:

You have deep experience with the Agency Zoom interface.
You understand the difference between PL and CL workflows.
You can show us exactly what you have built for previous clients.

We are hiring immediately. This is for our insurance agency, so you'll be working directly with out operations team.

Please reply with:

Your experience: How many insurance agencies have you set up?

SKILL REQUIREMENT

CRM Email Marketing Zapier

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Job Post	Reporter	Rank	Reason	Date

BENCHMARKS

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Agency Zoom CRM expert (Build & Optimize Workflows)

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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