Client Development Associate

About the role

Our client is a well-established organization that provides specialized insurance, risk management, and professional liability solutions to a nationwide professional community. They are seeking an ambitious, polished, and self-motivated Client Development Associate to join their team.

Responsibilities

• Congduct outreach to company-provided warm leads via phone and email
• Build relationships with prospective clients and identify appropriate insurance solutions
• Maintain accurate records of prospect interactions and sales activities
• Manage opportunities throughout the sales pipeline
• Track performance metrics and assist with sales reporting
• Represent the organization at conferences, networking events, and industry meetings
• Collaborate with marketing and operations teams on outreach initiatives and campaigns
• Provide feedback on customer needs and market trends
• Maintain compliance with industry regulations and company policies

Qualifications

• 2-4 years of experience in sales, customer service, business development, or a related field
• Strong verbal and written communication skills
• Comfortable making outbound calls and engaging clients
• Highly organized with strong attention to detail
• Self-starter with a positive, goal-oriented mindset
• Professional and polished presentation
• Comfortable working independently while contributing to a team
• Interested in growing a long-term career in sales and insurance
• Demonstrates career stability and professional growth