Key Responsibilities Automation & Integration Build and manage automated workflows using Zapier. Set up and maintain Zaps connecting Agency Block CRM (insurance agency management platform) Monitor and troubleshoot data sync issues between systems to ensure clean reliable automation. Platform Management Serve as a power user of Agency Block CRM and Employee Navigator for day-to-day client and employee data management. Own tasks and processes tied specifically to Employee Navigator (plan setup enrollment data census management etc.). Forms & Document Workflow Build templates for contracts and forms that auto-populate using CRM data fields. Set up and manage e-signature workflows via Adobe Sign or evaluate and recommend a better-fit alternative. Spreadsheet & Data Work Build and maintain spreadsheets for insurance plan comparisons (rates … Sign In to View