ZOHO DEVELOPER | AI & AUTOMATION BUILDER

Part-Time | Long-Term Opportunity

Remote (Philippines)

$15–$20+ USD Per Hour Based on Experience

IMPORTANT

Please do NOT apply if you are only a Zoho CRM Administrator.

We are NOT looking for someone who simply updates records, creates fields, or manages users.

We are looking for a SYSTEMS BUILDER.

Someone who can design automations, integrate software platforms, eliminate manual work, and help build the technology foundation of a rapidly growing U.S. insurance company.

If you enjoy solving problems, building systems, connecting APIs, and creating automations that save hundreds of hours, this role may be a great fit.

To confirm you read this posting, start your application with:

“I BUILD SYSTEMS”

Applications that do not include this phrase may not be reviewed.


ABOUT US

We are a technology-enabled commercial insurance agency serving transportation companies throughout the United States.

We specialize in:

• Trucking Insurance
• Non-Emergency Medical Transportation (NEMT)
• Transportation Risk Management

Our mission is to become one of the most automated insurance platforms in our industry through AI, automation, technology, and exceptional customer service.

We are building systems designed to scale nationally and are looking for a long-term technical partner to help us get there.


OUR VISION

Most insurance agencies operate the same way they did 20 years ago.

We are building something different.

Our goal is to create a technology-powered insurance platform where automation handles repetitive work and our team focuses on relationships, service, and growth.

Over the next several years, we will be investing heavily into:

• AI
• Automation
• Internal Software
• Client Portals
• Dashboards
• Workflow Systems
• Data Systems

We are looking for builders who want to help create something meaningful.


HOURS

• 10–15 hours per week initially
• Flexible schedule
• Long-term opportunity
• Potential to grow into a larger role


YOUR MISSION

Your mission is simple:

Find manual work.

Eliminate it.

Build systems that allow our company to scale efficiently.

You will work directly with the owner to design and implement automation systems that improve speed, consistency, visibility, and efficiency.


WHAT YOU WILL BUILD

Examples of projects include:

Submission Tracking System

• Automated task creation
• Status tracking
• Escalation workflows
• Pipeline visibility

Renewal Management System

• Automated renewal workflows
• Task assignments
• Client outreach triggers
• Dashboard reporting

Underwriter Follow-Up Automation

• Automatic reminders
• Follow-up sequences
• Status monitoring

Client Communication Automation

• Status updates
• Notifications
• Workflow-driven communications

AI Narrative Engine

• Account summaries
• Letters of explanation
• Underwriter narratives
• Risk management summaries

CEO Dashboard

• Revenue metrics
• Pipeline metrics
• Team performance metrics
• Renewal metrics
• Operational metrics

Operations Dashboard

• Workflow visibility
• SLA tracking
• Team accountability

COI Management Portal

• Certificate tracking
• Holder management
• Policy visibility

Internal AI Systems

• OpenAI integrations
• Workflow automations
• Business process automation


REQUIRED TECHNICAL SKILLS

Zoho CRM

You must have strong experience with:

• Custom Modules
• Workflows
• Blueprints
• Deluge Scripting
• Reports
• Dashboards
• Automation Design
• Custom Functions
• Related Records
• Custom Buttons

API Integration Experience

You must understand:

• REST APIs
• Webhooks
• JSON
• Authentication
• API Documentation
• Third-Party Integrations

Automation Platforms

Experience with:

• n8n (Preferred)
• ----------
• Zapier

AI Integration

Experience with:

• OpenAI
• Prompt Engineering
• AI Workflow Automation
• Structured Outputs

Business Systems Thinking

You should understand:

• Process Mapping
• Workflow Design
• Operational Efficiency
• Automation Opportunities
• Business Logic


BONUS SKILLS

Strongly Preferred:

• Zoho Creator
• Zoho Analytics
• Zoho Flow
• Twilio
• PandaDoc
• Insurance Industry Experience
• Vercel
• Next.js
• AI Agents
• CRM Migrations
• Dashboard Development


WHO WILL SUCCEED IN THIS ROLE

The ideal candidate:

• Thinks like an owner
• Solves problems independently
• Challenges inefficient processes
• Suggests better solutions
• Learns quickly
• Communicates clearly
• Enjoys building systems

You should regularly ask:

“How can we automate this?”


SUCCESS LOOKS LIKE

Within the First 90 Days:

• Build our Submission Tracking System
• Build Underwriter Follow-Up Automation
• Improve operational visibility
• Eliminate repetitive manual work
• Create measurable efficiency improvements

Within the First Year:

• Help create one of the most automated insurance agencies in our niche.


PAID TEST PROJECT

Finalists will be asked to complete a paid test project before being offered an ongoing role.

The project may involve:

• Building a workflow
• Designing an automation
• Creating an API integration
• Building an n8n process
• Solving a real business problem

We prefer demonstrated ability over resumes.


INTERVIEW PROCESS

Candidates may be asked to:

• Share their screen
• Demonstrate a Zoho workflow
• Explain Deluge scripts they have written
• Explain API integrations they have built
• Walk through an n8n workflow
• Explain how they approached a difficult automation project

CONFIDENTIALITY

This role will have access to internal systems, business processes, workflows, automation designs, client information, and proprietary technology.

A confidentiality agreement will be required.

All work created during employment will remain the property of the company.


TO APPLY
Please provide:

1. Resume
2. OnlineJobs.ph Profile Link
3. Hourly Rate
4. Loom Video (3–5 Minutes)
5. Internet Speed Test Screenshot
6. Confirmation of Backup Internet
7. Examples of Zoho Systems You Have Built
8. Examples of API Integrations You Have Built
9. Examples of n8n, Make, or Zapier Workflows You Have Built

Please also answer the following questions:

1. What is the most complex automation you have ever built?
2. How many years of Deluge experience do you have?
3. What APIs have you integrated with Zoho?
4. Have you used n8n? If yes, explain what you built.
5. What business process have you automated that saved the most time?
6. Rate yourself from 1–10 in each area below:

• Zoho CRM
• Deluge
• APIs
• Webhooks
• JSON
• n8n
• OpenAI
• Automation Design
• Dashboard Development
• English Communication

7. Which three skills above are your strongest and why?


COMPENSATION

• $15–$20+ USD per hour depending on experience
• Long-term opportunity
• Performance-based increases
• Opportunity to grow with the company

We are looking for a builder who wants to help create something special over the next several years.