Engagement Specialist

Date Posted: 9/16/2019

Type of Employment: Full-Time

Department: Marketing

Job Snapshot

Primary Role: Prospect Phone Engagement
Location: Cedar Falls or Clive, IA
Travel: None 
Industry: Insurance, SaaS
Relocation Covered: No
Manages Others: No

Job Description

Growing technology company seeks an Engagement Specialist to serve as a bridge between marketing and sales efforts. This is a full-time, key position that enhances marketing efforts and supports sales success and also interfaces with other departments inside the company. It is a salaried position which includes competitive benefits. This position offers an excellent opportunity for advancement, along with a very collaborative and fun work environment. You will work under compressed deadlines in a fast-paced dynamic environment that demands flexibility, high quality work, and creativity. Core values of our company include:

  • Client-centric organization focused on delivering great customer service
  • Positive, collaborative team environment with co-workers who genuinely care about their work
  • High level of professionalism in everything we do
  • Continuous teaching, learning, and growth for all team members as they share in the journey that is the story of our company


  • Assist in the development of sales opportunities for the Sales Team, including reaching a minimum benchmark of 50-60 outbound calls daily to warm, nurtured leads provided via marketing efforts.

  • Perform high-level system tours in a group webinar format.

  • Assist with proactively moving qualified leads through the sales and marketing funnel via phone-based initiatives.

  • Ensure all leads are captured, accurately recorded, tagged, and maintained using our CRM and marketing automation platform.

  • Answer incoming sales calls, route them to appropriate sales rep, monitor automated call tracking system, and enter appropriate notes per call.

  • Coordinate with Marketing on campaigns (email and other) to target segmented lists.

  • Work with the Sales and Marketing Teams to provide status updates on initiatives and support all active projects.

  • Input and maintain sales tracking records that drive reports and metrics.

  • Maintain sales training manual and document new procedures as needed.

  • Cultivate and provide customer references to the Sales Team as they are requested.


  • High level of comfort with technology

  • Excellent interpersonal skills, highly organized and efficient

  • Excellent written and verbal communication skills

  • Motivated by the opportunity to be part of a fast moving, entrepreneurial team

  • Experience supporting the insurance industry strongly preferred

Please submit resume and cover letter by email to erica@agencybloc.com for consideration. Please, no paper resumes.