Client Development Representative

ABOUT THE ROLE

DealerRE partners with auto dealerships to build and grow their dealer-owned reinsurance companies through vehicle service contracts, GAP, CPI and ancillary products. As a Client Development Representative, you'll own a portfolio of dealer partners. You'll be their main point of contact and help them sell more products, run a profitable reinsurance company and stay with us for the long term.

This is a consultative, relationship-driven role. You'll spend your days on the phone and on video with dealers. You'll run regular business reviews, coach F&I teams, train staff on our partner portals, and spot the next opportunity for each dealer.

WHAT YOU'LL DO

Lead regular business reviews with dealers. Walk through their performance, product penetration, claims trends and reinsurance results.

Leave every review with a clear action plan. Improve product penetration. Find out why a dealer is underperforming, whether it's sales behavior, process gaps or product misunderstanding. Coach dealers on presentation, pricing confidence and word tracks.

Grow revenue. Spot dealers who are ready for new coverage lines. Introduce products strategically and coordinate the handoff to Sales.

Train and support dealers. Answer dealer questions and support requests quickly. Run training sessions on the Admin portals: quoting, contract entry, cancellations, CPI and billing.

Hold dealers accountable. Follow up on agreed action steps, revisit past commitments, escalate ongoing underperformance, and help protect DealerRE underwriting results.

Work across teams. Coordinate with third-party administrators (TPAs) and our Claims Liaison on open items, escalations and claims trends.

Keep clean records. Log calls, notes and next steps in HubSpot. Share portfolio insights with DealerRE leadership.

REQUIRED COMPETENCIES

Consultative selling and coaching. You can turn a penetration gap into an opportunity a dealer cares about, and coach F&I managers to close it.

Analytical skills. You're comfortable reading production reports, loss ratios, cession statements and premium data, and turning them into dealer-specific recommendations.

Relationship management. You can build trust with dealer principals, GMs and F&I staff, and handle tough conversations about performance.

Accountability and follow-through. You set clear action plans, track commitments and follow up without being chased.

Training and presenting. You can walk a room of dealership staff through a portal or product clearly, on screen share or in person.

Organization and time management. You can juggle a busy schedule of dealer reviews, trainings and inbound support without letting anything slip.

Communication. You write clear emails and recaps, and you're responsive and professional on the phone.

Tech comfort. You're proficient in Microsoft Office, especially Excel for working with reports and data. You can learn new portals and tools quickly, including HubSpot, Slack, Zoom, and the Admin portals.

Problem solving. You can troubleshoot dealer issues (logins, submissions, cancellations, claims routing) and know when to escalate.

QUALIFICATIONS

• Customer service experience, ideally in a B2B or account-based setting
• Experience in account management, B2B sales or customer success, ideally in automotive, F&I or insurance
• Experience with a CRM (HubSpot preferred)

Preferred:

• Working knowledge of F&I products (VSC, GAP, ancillaries) and dealership operations
• Experience with dealer-owned reinsurance (DOWC/RPC), CPI, or buy-here-pay-here (BHPH) dealers
• Experience with third-party administrator portals

Pay: $49,000.00 - $80,000.00 per year

Work Location: Remote