Ministry Engagement Assistant

Employer: ChurchWest Insurance Services

Position: Ministry Engagement Assistant

Reports to: Ministry Engagement Coordinator

Employment Status: Non-Exempt (Part-time)

Location: In-Office (Redlands, CA)

Compensation: CA Minimum Wage ($16.50 per hour)

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.

Essential Duties & 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.
• Mange 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

• Previous experience in customer service, administrative support, or inside sales preferred.
• Comfortable speaking with clients over the phone in a warm, professional tone.
• Strong organizational skills and ability to manage multiple follow-up tasks reliably.
• Familiarity with CRM systems (Salesforce preferred) and general office software.
• High school diploma or equivalent required.
• Friendly and professional communication style; able to "smile through the phone".
• Dependable follow-through on all assigned tasks and client communications.
• Able to work independently within structured workflows.
• Comfortable balancing inbound response with proactive outbound outreach.
• Alignment with ChurchWest’s mission to serve ministries through operational excellence.
  
  

What Makes You a Great Fit

• You’re dependable, detail-oriented, and take pride in keeping things from falling through the cracks.
• You like checklists, clear goals, and following up on tasks until they’re done. You don’t need someone constantly looking over your shoulder, but you do appreciate structure, regular check-ins, and feedback that helps you grow.
• You’re friendly and confident on the phone, and you know how to make a strong first impression. You can follow up without being pushy and stay warm even when people go quiet.
• You know how to stay on top of your tasks while still being relational.
• You’re curious about how business works behind the scenes, and you want to see what it takes to run a high-performing team.
• You’re not afraid of data entry or admin work because you know it’s part of building something that serves people well.
• And most importantly, you see business as a way to serve others. You’re not just here for a job. You want your work to have meaning.