About Us

We are a fast-growing insurance agency specializing in auto and home insurance. Our team relies on technology to streamline workflows, manage leads, and improve sales efficiency. We’re looking for a tech-savvy, solutions-driven individual to help us build and maintain a custom CRM/dialer system integrated with Google Sheets, workflows, and automation tools that power our agency operations.

Position Overview

We are seeking a CRM & Workflow Automation Specialist who can design, develop, and manage our custom sales platform — including dialer systems, CRM dashboards, Google Apps Script automations, and data integrations. The ideal candidate is a problem-solver who understands how to connect tools like Google Sheets, Twilio, Slack, and CRM APIs to create seamless, automated sales workflows.

Key Responsibilities

Build and maintain a custom Dialer + CRM system for insurance sales (lead management, tracking, and call workflows).
Automate key processes using Google Apps Script, Sheets, Forms, and Slack integrations.
Create dashboards and performance tracking tools for agents and managers.
Connect third-party tools (e.g., Twilio, Zapier, CRMs, email APIs, etc.) into one unified system.
Maintain and improve lead distribution, tracking, and reporting.
Troubleshoot automation errors and continuously improve system performance.
Work directly with leadership to implement new features, metrics, and reports.

Required Skills & Experience

Strong experience with Google Apps Script, Google Sheets automation, and API integrations
Familiarity with CRM platforms (e.g., GoHighLevel, HubSpot, Zoho, or custom-built CRMs)
Experience with dialer systems (e.g., Twilio, Vicidial, Ricochet, or similar)
Knowledge of JavaScript, Node.js, or Python (preferred)
Experience with workflow tools like Zapier, Make (Integromat), or n8n
Strong understanding of sales workflows and lead management
Excellent problem-solving and documentation skills

Nice to Have

Background in insurance industry systems or sales automation
Experience creating dashboards and KPI reports
Familiarity with AI tools or chat agents (11Labs, OpenAI, etc.)

Job Type: Full-time

Pay: $84,437.73 - $150,000.00 per year

Work Location: In person

Allstate Insurance

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