Digital Lead Specialist - Houston, TX

Andersen•Tomball, TX

1d•Onsite

About The Position

Assist the ISC in processing leads, entering data into the system, preparing and running reports, assisting with payroll bonus reporting, research, work and monitor essential email boxes, listening to and sending call recordings, maintaining Hatch AI, responding to Hatch inquiries, assisting with AI prompt engineering for Balto and Hatch, as well as any other duties assigned. This role involves entering new leads into the operating system for agents to call, ensuring timely, prompt, correct, and error-free data entry. It also includes generating various reports for ISC Management, processing agent payroll bonuses with strict confidentiality, managing multiple essential email boxes for lead requests, and handling call recording reviews. The position supports ISC Management in special projects and requires efficient response to customer Hatch inquiries, including scheduling appointments. Collaboration with fellow digital lead specialists, participation in weekly team meetings, and maintaining/editing AI prompting for Hatch and Balto are also key aspects. The role requires staying organized, adapting to change, completing responsibilities timely, building relationships, and maintaining professionalism and confidentiality.

Requirements

High School diploma or general education degree (GED).
Two+ years of related experience.
Experience with Microsoft Word, Excel, and Outlook.
Experience with Google Sheets.
Ability to read, analyze, and interpret general business, technical procedures, or governmental regulations.
Ability to write reports and business correspondence.
Ability to effectively present information and respond to questions from managers, clients, customers, and the general public.
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area and volume.
Ability to define problems, collect data, establish facts, and draw valid conclusions.
Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
Proficiency with Microsoft Office, Word, Excel, Outlook, and Google Sheets and other basic computer functions.
Ability to stay organized.
Demonstrated ability to adapt well in an ever-changing environment.
Ability to complete responsibilities timely.
Ability to build and maintain relationships and trust at all levels of the organization.
Excellent interpersonal skills; able to communicate effectively with executives, managers, and employees.
Ability to find resolution and deliver difficult feedback.
Ability to take initiative, be resourceful, and deal with changing timelines with minimal direction.
Confidentiality, diplomacy, and a high degree of professionalism.
Ability to work in both a team atmosphere as well as work independently with minimal direction.
Regular and acceptable attendance.
Strong interpersonal skills, adaptability, sensitivity, dependability, oral and written communication skills, organizational skills, work standards, and follow up.

Nice To Haves

Assisting with AI prompt engineering for Balto and Hatch.

Responsibilities

Entering new leads into the operating system for agents to call, ensuring timely, prompt, correct, and error-free data entry.
Generating weekly, monthly, and periodic reports for ISC Management using Microsoft Excel and/or Google Sheets.
Processing ISC agent payroll bonuses, including data entry into the payroll system and verifying lead validity while maintaining confidentiality.
Working multiple essential email boxes, responding to requests from ISC agents and ISC Management for lead work, correction, or research.
Reviewing call recordings and forwarding relevant calls to management.
Assisting ISC Management in special projects and performing additional assigned duties.
Responding to customer Hatch inquiries, scheduling, and entering appointment details into Hatch and Enabled Plus.
Completing the daily task sheet with the assistance of fellow digital lead specialists.
Attending weekly Digital Lead Team meetings to discuss procedures, updates, new protocols, and share ideas.
Maintaining, editing, and updating AI prompting for Hatch and Balto as business/customer needs change.
Maintaining knowledge of all scripting changes to incorporate into Balto and Hatch.
Performing additional Hatch and Balto duties and responsibilities as needed for continued growth and expansion.