What are the responsibilities and job description for the Client Experience & Marketing Specialist position at Brenda Gomez Insurance Agency?
The Client Experience & Marketing Specialist plays a vital role in creating meaningful connections with clients while executing key marketing initiatives to drive agency growth. This position focuses on enhancing the client experience through warm engagement, reputation management, referral generation, and social media presence. By handling these critical support functions, you will help the agency owner focus on revenue-generating activities such as life insurance sales.
This is a fast-paced role requiring strong communication skills, attention to detail, and a proactive mindset. You will be the voice of the agency, ensuring that every client interaction reflects the agencys values of trust, care, and service excellence.
Benefits
Annual Base Salary Bonus Opportunities
Hands on Training
Career Growth Opportunities
Responsibilities
Key Responsibilities :
Client Experience & Engagement
Conduct warm welcome calls to all new clients, reinforcing the agencys commitment to exceptional service.
Develop strong relationships with clients to foster trust and retention.
Google Reviews & Reputation Management
Request Google reviews from every client interaction, supporting the agencys goal of 1,000 reviews in 2025.
Track and report review performance to measure impact and identify opportunities for improvement.
Referral Program Execution
Actively ask for referrals during all client interactions.
Track and document referrals while promoting the agencys referral program as the primary lead source.
Social Media Management
Schedule and manage social media posts, stories, and engagement.
Monitor platform interactions and respond to comments / messages to increase online engagement.
Ensure consistent branding and content strategy execution.
Client Cross-Sell Outreach
Call existing clients to explore cross-sell opportunities (e.g., bundling auto and home policies).
Maintain records of client needs and follow up accordingly.
Requirement
Education & Experience :
High school diploma or equivalent required; associates or bachelors degree in marketing, communications, business, or a related field is a plus.
1-3 years of experience in customer service, marketing, sales support, or administrative roles.
Experience in social media management or online reputation management is preferred.
Previous experience in the insurance industry is a plus but not required.
Skills & Competencies :
Exceptional Communication Skills Must be comfortable making outbound calls, speaking professionally, and engaging with clients in a warm, friendly manner.
Strong Customer Service Orientation Ability to build relationships, make clients feel valued, and create a positive client experience.
Proactive & Self-Motivated Able to take initiative, manage multiple tasks, and work with minimal supervision.
Detail-Oriented & Organized Must be able to track referrals, Google reviews, and client interactions with accuracy.
Social Media Savvy Experience with scheduling posts, managing engagement, and understanding content strategies for platforms like Facebook, Instagram, and LinkedIn.
Basic Sales & Marketing Knowledge Understanding how referrals, reputation management, and client outreach contribute to business growth.
Tech Proficiency Comfortable using CRM software, spreadsheets, email marketing tools, and social media platforms.
Work Ethic & Personality Traits :
Friendly & Approachable Enjoys talking to people and making them feel valued.
Persuasive & Confident Capable of asking for referrals and reviews without hesitation.
Reliable & Committed Consistently follows through on tasks and takes responsibility for outcomes.
Problem-Solver Can handle client concerns or challenges with a positive attitude.
Salary : $24,000 - $36,000
