What are the responsibilities and job description for the WooSender Campaign Specialist – Insurance Industry position at Insurance Lounge, LLC?
Overview
We are seeking an experienced WooSender specialist to design, build, and manage automated SMS and email campaigns that drive booked appointments for an insurance agency. This role is hands-on and execution-focused. You will be responsible for setting up campaigns end-to-end, optimizing performance, and ensuring compliance with insurance and TCPA guidelines.
This is not a general marketing role. Deep WooSender expertise and familiarity with insurance appointment flows are required.
Key Responsibilities
- Design, build, and deploy WooSender SMS and email campaigns focused on booking appointments
- Configure campaign logic, triggers, automations, and conditional flows
- Integrate WooSender with scheduling tools (Calendly or similar) and CRM/agency systems as needed
- Write and optimize compliant SMS and email copy for insurance audiences
- Segment audiences based on data attributes, renewal timing, or campaign objectives
- Monitor campaign performance (delivery, response rates, bookings) and recommend improvements
- A/B test messaging, timing, and call-to-action strategies
- Troubleshoot campaign issues and ensure reliable execution
- Document campaign setups and provide light knowledge transfer as needed
Required Qualifications
- Proven hands-on experience building and managing WooSender campaigns
- Experience generating booked appointments (not just clicks or leads)
- Familiarity with insurance industry marketing (P&C, Medicare, Life, Health, or similar)
- Strong understanding of SMS/email compliance (TCPA, opt-in/opt-out, insurance marketing standards)
- Experience with appointment-booking workflows and calendar integrations
- Ability to work independently with minimal oversight
- Strong attention to detail and testing discipline
Preferred Qualifications
- Experience working with insurance agencies or call-center appointment models
- Familiarity with Applied Epic, CRM systems, or agency management platforms
- Experience optimizing campaigns based on conversion and booking metrics
- Ability to advise on campaign strategy—not just execution
What Success Looks Like
- Campaigns are built correctly, on time, and function as intended
- Appointments are booked consistently through WooSender flows
- Regular reporting to department to demonstrate success
- Campaign performance improves over time through testing and refinement
- Minimal rework or oversight required from internal teams