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Scheduler / Operations Coordinator
North Augusta, SC

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Insurance Masters, LLC

AI Operations & Automation Specialist

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Job Description

AI Operations & Automation Specialist Insurance Masters, LLC
  • 4.2 North Augusta, SC Job Details Part-time | Full-time | Contract $45
  • $75 an hour 9 hours ago Benefits Paid time off Qualifications CRM software Workflow automation system Automation High school diploma or GED Zapier JavaScript Integration Platforms (Enterprise solutions) APIs AI-driven automation AI Python Microsoft 365 proficiency
Full Job Description AI Operations & Automation Specialist Company:
Insurance Masters LLC (with ICHRAMasters and Federal Benefits Exchange)
Location:
Augusta, GA area
  • on-site in our office
Schedule:
Full-time or part-time (contract-to-hire also considered) Start date:
Immediately Pay:
Full-time $65,000
  • 95,000 per year, based on experience. Part-time or contract $40
  • 75 per hour.
The Role We are looking for a hands-on AI and automation specialist to join our team of about 25 in the office. You will learn how our team works day to day, find where AI can save time and improve service, then build, launch, and manage the AI agents and automations that make it happen. This is a doing role, not a slide-deck role. Your first project is getting AI-assisted ACA renewal outreach running in Zoho CRM before Open Enrollment begins November 1. What You Will Do Shadow our office and field teams to map client service, renewals, enrollments, lead intake, and admin workflows. Build a prioritized AI plan across all three companies, ranked by impact and ease. Build and launch AI agents and automations, starting with ACA renewal outreach in Zoho CRM.
Connect and automate our tools:
Zoho CRM (including Zia), Microsoft 365, JustCall, PhoneBurner, and AI voice tools. Monitor, update, and fix agents so they run reliably with little manual work. Train staff with simple guides and short sessions so the team actually uses the tools. Write and maintain our AI-use policy, data-privacy practices, and handoff rules to licensed agents. Report monthly on hours saved, renewal rates, lead response times, and adoption. What You Bring 2+ years of hands-on experience building automations or AI workflows for a business. Experience with a CRM platform
  • Zoho CRM strongly preferred (Deluge, workflows, Blueprints, or Zia a plus).
Working knowledge of AI tools such as ChatGPT, Claude, Copilot, Zia, or AI voice/calling platforms. Comfort with APIs, webhooks, and integration tools (Zapier, Make, Zoho Flow, or similar). Clear, plain-language communication with non-technical coworkers. Strong judgment about privacy and compliance, including consent rules for automated calls and texts (TCPA) and protecting client personal and health information. Organized, self-directed, and able to show results quickly. Nice to Have Experience in insurance, healthcare, financial services, or another regulated industry. Familiarity with ACA/Marketplace enrollment or renewals. Basic scripting (Python or JavaScript). Zoho certification. Why Join Us Build the AI program for three growing companies from the ground up. Work directly with the owner and see your work in use right away. Flexible full-time, part-time, or contract-to-hire options. A family-owned team that has served Southeast families for more than a decade. About Us Insurance Masters LLC is a family-owned benefits and insurance agency founded in 2011. We help families find ACA health coverage by phone, in our North Augusta and Orlando offices, and through licensed field agents across the Southeast. The team includes ICHRAMasters, a broker-first ICHRA benefits platform, and Federal Benefits Exchange, an education-first resource for federal employee benefits.
Learn more:
www.insurancemasters.biz www.ichramasters.biz www.federalbenefitsexchange.com
Pay:
$45.00
  • $75.00 per hour Expected hours: 20.0
  • 40.
0 per week
Benefits:
Paid time off Application Question(s): Which CRM platforms have you worked with to build workflows or automations? Please briefly describe one AI agent or automation you personally built for business purposes, including what business problem it solved and what tools you used. This position requires someone who can identify inefficient processes, determine where AI or automation would help, and then personally build the solution. Are you comfortable owning that process from beginning to end? Also, do you have experience owning the process from beginning to end? If so, please provide details of that experience. Have you worked with sensitive customer data in an industry such as insurance, healthcare, financial services, or another regulated industry? If so, please provide details of that experience. Which work arrangement are you interested in?
  • Full-time
  • Part-time
  • Contract-to-hire
  • Open to any of these
Education:
High school or equivalent (Required)
Experience:
hands-on building AI workflows, automations, or AI agents: 2 years (Required) Ability to
Commute:
North Augusta, SC 29841 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • Dental Insurance