Angela Adams Consulting Services
51 - 200 employees
⚖️ Legal
📣 Marketing
🛡️ Insurance
Legal • Marketing • Insurance
Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.
Growth Coordinator
Job not on LinkedIn
🔥 23 hours ago
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Angela Adams Consulting Services
51 - 200 employees
⚖️ Legal
📣 Marketing
🛡️ Insurance
Legal • Marketing • Insurance
Angela Adams Consulting Services is a nationally recognized and highly respected firm specializing in supporting and transforming insurance agencies across the United States. Founded in 2001, this company has built a reputation for providing expert advisory services, coaching, consulting, training, and virtual operations management tailored specifically for insurance agencies. With a diverse team of US-based professionals with direct experience in owning and operating insurance agencies, Angela Adams Consulting offers customized solutions in marketing, human resources, accounting, bookkeeping, virtual CFO services, and financial analysis. They focus on enhancing agency operations through technology, improving customer experiences, and developing robust strategies for growth and efficiency, ensuring that agencies can find success in a competitive market. Angela Adams Consulting Services excels in remote accounting solutions, insurance specialist services, comprehensive staff training, and system-specific consulting, all aimed at maximizing agency performance and productivity.
📋 Description
• Maintain accurate and organized HubSpot records • Monitor leads and active opportunities • Route new leads to the appropriate Regional Manager or salesperson • Track next steps, follow-up dates, and pipeline stages • Identify stalled deals and help move opportunities forward • Support prospect follow-up, scheduling, quotes, agreements, and signatures • Improve HubSpot workflows, sequences, templates, and automation • Track sales activity, pipeline movement, conversions, and results • Support sales team accountability and consistent follow-up • Assist with the sales-to-service handoff • Troubleshoot basic HubSpot issues and support team members • Improve overall sales process efficiency and consistency • Provide timely HubSpot support and accurate pipeline reporting to leadership • Reduce administrative workload for Regional Managers through effective sales coordination
🎯 Requirements
• HubSpot strongly preferred • Experience with CRM systems • Sales coordination or administrative support experience • Lead management experience • Reporting and data tracking experience • Microsoft 365 proficiency • Sales documentation experience
🏖️ Benefits
• Full-time employment
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