Customer Development Representative

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TYPE OF WORK

Full Time

SALARY

TBA

HOURS PER WEEK

40

DATE UPDATED

Sep 5, 2026

JOB OVERVIEW

We are looking for a motivated and customer-focused Customer Development Representative to join our insurance team.

In this role, you will help develop new customer relationships, follow up with leads, communicate with prospective clients, and support the team in growing the business.

Responsibilities
• Contact and follow up with prospective customers through phone, email, and other communication channels.
• Respond to customer inquiries and provide helpful, professional service.
• Build and maintain relationships with potential and existing customers.
• Follow up consistently with leads and opportunities.
• Identify customer needs and connect them with the appropriate insurance solutions.
• Maintain accurate customer and lead information.
• Schedule appointments and coordinate follow-ups.
• Work closely with the insurance team to support sales and customer development goals.
• Maintain a professional, positive, and customer-focused approach in every interaction.

Qualifications
• Excellent verbal and written communication skills.
• Customer service or sales experience preferred.
• Strong follow-up and organizational skills.
• Comfortable speaking with customers by phone.
• Self-motivated, dependable, and able to work independently.
• Comfortable learning insurance products, systems, and processes.
• Experience with CRM systems is a plus.
• Insurance industry experience or licensing is a plus, but not required if you are willing to learn.

What We’re Looking For
We are looking for someone who is professional, proactive, reliable, coachable, and comfortable building relationships with customers. The ideal candidate understands that consistent follow-up and excellent customer service are important to long-term business growth.

Benefits
• Paid Major Holidays: Up to 10 days
• Peer-to-Peer Rewards Program: Recognition perks within our team culture

HOW TO APPLY
To be considered for this role, please submit your application with the following two requirements:

• Email Subject & Screening Info: Reply with the subject line "Customer Development Representative 09232 - [Your Name]" and briefly highlight any customer service, sales, insurance, lead generation, CRM, or other relevant experience that makes you a strong fit for this role. Send to ----------

• Voice/Video Introduction: Include a link (via Vocaroo, Google Drive, Loom, etc.) to a 1–2 minute Voice or Video Memo introducing yourself, sharing your work background, and explaining why you are interested in becoming a Customer Development Representative with our team.

Please make sure both requirements are included with your application.

Business Websites:
---------- & ----------

SKILL REQUIREMENT
Phone Support Insurance Customer Service
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