CRM Specialist

Company Overview
Unlimited Investors Group is dedicated to delivering a customer-centric, straightforward approach to insurance solutions. We partner with top insurance providers nationwide to offer clients tailored coverage options that meet their unique needs, ensuring they receive the protection they deserve.

Overview
We are seeking a dynamic and detail-oriented CRM Specialist to join our team. In this role, you will be responsible for managing and optimizing our customer relationship management systems, ensuring seamless integration across platforms, and supporting our marketing and sales initiatives through data-driven insights. Your expertise will help us enhance client engagement, streamline processes, and drive business growth through innovative CRM strategies.

Responsibilities

• Support the development and execution of retention strategies across onboarding, engagement, and reactivation to drive retention, lifetime value, repeat purchase rate, and satisfaction
• Build, QA, and launch campaigns and automated flows across all CRM channels, including email, SMS, direct mail, and referral
• Execute campaigns end-to-end, including creative briefing and feedback, segmentation, personalization, dynamic content, and scheduling
• Pulling and gathering data from carrier websites
• Lead call routing (Retreaver, TrackDrive, Ringba experience preferred)
• Set-up and execute A/B and multivariate testing across subject lines, messaging content, timing, offers, and channels to refine messaging and improve business outcomes.

Qualifications

• Proven experience working with CRM platforms such as Go High Level or similar.
• Analytical and Detail-Oriented
• High level of Excel Experience
• Inclusive Partner: You thrive in a dynamic, cross-functional environment and value building open, respectful relationships.
• Curious Thinker and Growth-Oriented: You look for ways to improve processes and enjoy learning new approaches.
• Resilient and Solutions-focused: You are proactive, comfortable supporting multiple projects, and take initiative to propose improvements.
• Customer-Centric: You prioritize the needs and experiences of our customers. You use empathy and insight to guide your work.
• Excellent problem-solving skills combined with a proactive approach to system management and security. Join us as a CRM Specialist to leverage your technical expertise in creating innovative solutions that empower our client relationships! We’re committed to fostering an environment where your skills can thrive while contributing to impactful projects that shape the future of insurance technology.

Pay: $55,000.00 - $65,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person