Insurance Compliance Specialist
Spotter Labs
Job Level
Mid-LevelSenior
About the role
- Manage day-to-day operations of CRM systems.
- Ensure data integrity and perform regular data audits and cleanups.
- Create and manage workflows, automations, and reporting dashboards.
- Collaborate with sales and marketing teams to optimize lead management and conversion strategies.
- Train team members on CRM usage and best practices.
- Monitor CRM performance and propose improvements.
Requirements
- Proven experience with CRM platforms (e.g., HubSpot, Salesforce, Zoho).
- Strong analytical, technical, and organizational skills.
- Proficient in data analysis and CRM customization.
- Excellent communication and documentation skills.
- Experience integrating CRM with other business systems (preferred).
- Background in sales or marketing support (preferred).
- No bad records from previous employers and no derogatory records.
- Must pass required assessment and screening.
- System Requirements: Minimum Intel i5 processor, 8GB RAM, Windows 10 or higher; Two monitors for desktops OR an external monitor for laptops; Stable wired connection with at least 100 Mbps speed; Secondary internet source or backup location; Uninterrupted power supply for at least 8 hours or backup location within 30 minutes; Dedicated quiet workspace; Noise-canceling headset.
