Build and maintain relationships with realtors, insurance agents, and clients.
Handle inbound and outbound calls, emails, and Go-High-Level CRM follow-ups.
Promote inspection services and special offers to real estate offices.
Assist clients in booking inspection appointments and ensure inspectors’ schedules are optimized.
Confirm appointments and follow up with agents, clients, Home Owners Associations and others in preparation for inspection day.
Respond promptly to client inquiries via phone, email, or CRM and provide clear explanations of services, including 4-Point and Wind Mitigation inspections.
Support clients with post-inspection questions and connect them to inspectors for final wrap-up calls.
Ensure all inspection reports are ready and updated on operating software.
Maintain accurate client records in CRM and track leads, opportunities, and conversions.
Provide weekly sales and pipeline reports to management.
Requirements
Sales-oriented mindset with proven success in customer service and sales roles.
Excellent English communication skills (spoken and written).
Experience in real estate, property management, or home inspections (preferred, but not required).
Proficiency with CRM software, scheduling tools, and MS Office/Google Workspace.
Highly organized, detail-oriented, and proactive.
A people’s person with a growth mindset who thrives in a fast-paced environment.