Marketing and Lead Generation Specialist (Remote, Part Time)

Benefits:

Bonus based on performance

Competitive salary

Flexible schedule

Free food & snacks

Training & development

The Remote Marketing & Lead Generation Specialist will contribute to the agency’s growth by managing and qualified lead outreach, executing digital marketing initiatives, managing client interactions, and enhancing our brand’s presence online. This role is ideal for a proactive, organized individual with a knack for digital content creation, lead nurturing and relationship building, and community outreach. This position offers flexible, remote work arrangements and requires a part-time commitment of approximately 20-30 hours a week.
ABOUT US
Insurance is what we do, not who we are!
Welcome to The Cabanillas Agency, where we believe that choosing insurance should be more than just a transaction—it should be an experience to remember. We are committed to making every client feel at home in our agency community, from the first connection through all the years we’re privileged to serve them.
Vision
We deliver to our community positive impact made through kindness, efficiency, and trusted insurance guidance.
Mission
To provide an opportunity for growth in our business, in our team, and in our community.
The Cabanillas Agency is built on five core values. These principles shape our culture and drive everything we do:

Be Kind – We approach every interaction with empathy, patience, and a commitment to truly listen. We seek solutions that benefit everyone and build meaningful relationships.

Be Curious – We constantly explore, learn, and challenge ourselves to improve. With a growth mindset, we welcome feedback and believe there’s always room to evolve.

Be Resourceful – Solutions-focused and proactive, we anticipate our clients’ needs and set clear expectations. We empower our team and clients to achieve success with clarity and support.

Be Reliable – We honor our commitments and do what we say we will. Dependability is a cornerstone of our service.

Be Joyful – We choose positivity, grounded in gratitude, every day. While challenges are inevitable, we’re committed to creating an uplifting environment that radiates warmth and joy.

OBJECTIVES
Lead Management & Business Development

Make initial outreach calls to potential clients and follow up on leads generated from digital sources such as internet leads, referrals, recaptures, and warm transfers

Proactively managing leads pipeline and generating consistent lead flow through marketing initiatives

Coordinate and prepare quotes for internet leads, ensuring timely responses to new inquiries.

Maintain organized records of lead interactions and manage follow-ups to optimize conversion rates.

Content Creation & Digital Marketing

Develop eye-catching, informative, and brand-consistent graphics using platforms such as Canva for social media posts, newsletters, and other marketing materials.

Collaborate with agency leadership to create content that promotes our services and educates clients about insurance offerings.

Manage and optimize paid advertising campaigns on Google and/or Facebook, monitoring performance and adjusting for maximum ROI.

Plan, draft, and execute posts across social media platforms to engage our audience, promote our services, and share client success stories.

Community Outreach & Engagement

Build relationships with our Centers of Influence (COI) by initiating digital outreach through email and social media.

Assist in scheduling in-person appointments with potential COIs and clients to support our agency’s growth through networking and partnerships.

Support agency-sponsored events by assisting in planning, promotion, and follow-up to maximize community engagement.

Reputation Management & Client Interaction

Monitor and respond to Google Reviews to reinforce our agency’s dedication to customer satisfaction.

Develop a strategy to encourage positive client reviews across various platforms.

Coordinate with our client service team to ensure feedback from reviews informs our service improvements.

COMPETENCIES
· Experience in client or lead management, with the ability to handle initial outreach calls professionally and follow up on leads with precision.
· Proficiency in Canva for content creation and experience with managing Google and/or Facebook ad campaigns.
· Excellent written and verbal communication skills to engage clients and community contacts effectively via email, phone, and digital channels.
· Detail-oriented, with the ability to manage multiple priorities and follow up effectively on lead inquiries and outreach efforts.
· Self-starter with a can-do attitude and willingness to adapt in a dynamic, customer-focused environment.
· Familiarity with insurance terminology, quoting processes, and/or lead generation within the insurance industry is a plus, but not required
· Familiarity with CRM systems, Canva, and basic digital advertising is preferred.
· Proficiency with Microsoft Office and general tech-savviness required.
REQUIREMENTS

5+ years in a professional setting

5+ years in a customer facing or service based role

Dedicated Hours available to work; uninterrupted

PHYSICAL REQUIREMENTS

Prolonged periods sitting at a desk and working on a computer

This position will require travel – up to 15%

COMMITMENT TO DIVERSITY
As an equal opportunity employer committed to meeting the needs of a multigenerational and multicultural workforce, The Cabanillas Agency recognizes that a diverse staff, reflective of our community, is an integral and welcome part of a successful and ethical business. We hire local talent at all levels regardless of race, color, religion, age, national origin, gender, gender identity, sexual orientation, or disability, and actively foster inclusion in all forms both within our company and across interactions with partners, candidates, and partners.
If this position caught your eye, send us your resume! For best consideration, include the job title and source where you found this position in the subject line of your email to .
Not for you, but know someone who may be a good fit? Recommend this role to someone in your circle and if hired, you will be eligible for a $250 gift card! Send an email to with an introductory email to be eligible for referral.
This is a remote position.

M Chelsea Cabanillas Agency