Ministry Engagement Assistant

Ministry Engagement Assistant

ChurchWest Insurance Services is seeking a personable and detail-oriented Ministry Engagement Assistant to join our Sales and Marketing team. This part-time, in-office position plays a pivotal role in managing inbound leads and supporting targeted outreach efforts to churches and ministries across California. As the first point of contact for many of our prospective clients, you'll be responsible for creating meaningful first impressions, managing lead data within Salesforce, and helping drive opportunity generation through structured outbound efforts.

Key Responsibilities

• Respond promptly and warmly to inbound ministry leads via web, phone, and email.
• Create clean, accurate records in Salesforce to support opportunity setup pipeline management.
• Manage inbound quote requests, follow up with clients for needed documentation and set appointments on behalf of local agents.
• Engage in consistent outbound efforts to engage qualified prospects and generate new interest.
• Coordinate meeting logistics between prospective ministries and agency producers.
• Maintain CRM data integrity through consistent recordkeeping and attention to detail.

Qualifications

• Dependable, detail-oriented, and take pride in keeping things from falling through the cracks.
• Friendly and confident on the phone, and know how to make a strong first impression.
• Curious about how business works behind the scenes and you want to see what it takes to run a high-performing team.
• See business as a way to serve others. You're not just here for a job. You want your work to have meaning.

Note From Employer

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities.