Agency Operations Manager (GoHighLevel Specialist)

Employer based in · Remote

Hiring talent from: all countries

Agency Operations Manager (GoHighLevel Specialist) (VA2) 1. Overall Agency Operations • Oversee all agency operations and make sure daily processes run on schedule. • Serve as the main point of contact between Annette, the Pod Leader, and the team. • Supervise Michael and check his work (supervision only; this role does not take over his tasks). • Provide administrative and operational support to team members. • Complete additional administrative and operational assignments as needed. Booth Insurance Agency | Headquarters in Burlington, WA | Serving all of Washington State Page 2 2. Social Media Oversight • Supervise and check the Social Media Manager's work through the social media admin pages (posting schedule, content quality, engagement, page activity). • Confirm posts go out on schedule and match approved messaging and branding. • Report social media performance and issues to Annette. • Manage promotional schedules and team engagement activities to maintain momentum. 3. GoHighLevel Management • Act as the agency's GoHighLevel administrator. • Daily: Maintain and organize call folders for tracking and easy access. • Daily: Mark contacts as "Do Not Solicit" in the system. • Keep pipelines, contact records, and reporting clean and accurate. • Coordinate Slack communication for telemarketing transfers, team updates, and call gap tracking. 4. Sales and Service Reporting • Daily: Provide the team with performance updates through Humble100. • Daily: Update and distribute the Master Score Sheet to the sales team. • Daily: Prepare and distribute the Service Score Sheet to keep service metrics current. • Daily: Update and distribute Telemarketing Daily Dial reports to track calling activity and performance. • Weekly: Prepare and distribute the Average Daily Dial Performance Report. • Monthly: Prepare and distribute the Agents' Monthly Sales Performance Report. • Ongoing: Analyze and report on close rates, performance trends, and conversion charts. 5. Lead Tracking and Calling Operations • Daily: Monitor and verify incoming telemarketing leads in Slack so no leads are missed. • Daily: Check call volume at 10 a.m., 1 p.m., and 4 p.m., and alert the Pod Leader about Licensed Sales Producers (LSPs) with low call volume. 6. Staff Administration and Team Coordination • Daily: Tell the team who is out of the office and make sure absences are recorded in the appropriate systems. • Ongoing: Track time off centrally and maintain internal workforce reports. • Ongoing: Coordinate new employee onboarding: send required documents, follow up on completion, and file signed documents in a secure drive. • Ongoing: Create and maintain templates for employee birthdays and work anniversaries. • Ongoing: Update the agency organizational chart when staffing or roles change. • Annually: Coordinate staff re-signing of annual compliance documents, follow up on completion, and file signed documents in a secure drive. 7. Marketing and Customer Engagement • Weekly: Purchase Amazon gift cards for customers who provide referrals under the agency's approved referral program. • Weekly (lower priority): Create the Agency Spotlight using the weekly template, for newsletter/internal use. 8. Administrative Support and Personal Assistance • Ongoing: Coordinate office supply purchases through Amazon based on availability and business needs. • As needed: General communication and coordination with the Agency Owner and team. • As needed: Coordinate travel bookings. Must-Have Qualifications • Strong, hands-on experience with GoHighLevel (contacts, pipelines, call folders, tags, Do Not Solicit settings, reporting). • Experience supervising or quality-checking social media work using admin pages (Facebook/Meta Business, Instagram, Google Business Profile, etc.). • Highly organized, deadline-driven, and comfortable with daily recurring reports. • Strong Excel/Google Sheets skills; comfortable with Slack, Canva, and Google Workspace. • Clear written communication; able to follow up with the team without being chased. • Plus: insurance agency or sales/telemarketing environment experience.   • Collaboration Hours• PST • Part-time • Compensation Range• $7/hr  **open to paying more for a highly experienced candidate Schedule notes: Monday, October 26, at 9:30 AM PST (11:30 AM CST)