Lead Management and CRM Specialist
Job Overview
Join a results-driven insurance team as a Lead Management Specialist. You’ll be the vital first connection between potential clients and life-changing insurance solutions, owning the lead qualification process and guiding prospects through a proven CRM system. This role is ideal for someone looking to strengthen sales and relationship-building skills while contributing directly to team growth and performance.
Client Overview
The client operates in the insurance industry, providing meaningful coverage solutions that help individuals protect what matters most. They value candidates who are self-motivated, communicative, and comfortable working independently in a performance-based environment.
Schedule
- Full-Time: Monday - Friday, 10:00 AM - 6:00 PM PST (40 work hours per week, including 1-hour unpaid break)
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Health Insurance coverage for eligible locations
Responsibilities
- Log into and navigate the company CRM system daily to manage the lead pipeline
- Make outbound calls to newly purchased leads using the integrated dialer
- Follow up with existing leads to maintain engagement and move prospects forward
- Update CRM records with detailed call outcomes, prospect information, and next steps
- Qualify prospects and determine appropriate next steps in the sales process
- Transfer qualified leads to licensed insurance agents for appointment setting and closing
- Maintain accurate documentation of all prospect interactions
- Monitor lead response rates and optimize calling strategies for maximum effectiveness
Requirements
- Strong verbal communication skills for phone-based prospect interactions
- Basic computer literacy and ability to quickly learn CRM navigation
- Reliable internet connection and quiet workspace for remote calling
- Availability to work during standard business hours
- Self-motivated with ability to work independently and manage time effectively
- Bonus: previous experience in lead generation, appointment setting, or customer service
- Bonus: comfort with rejection and maintaining positive energy through multiple calls
Qualifications
- Experience with CRM systems or sales pipelines is helpful
- Ability to track and report metrics accurately
- Positive attitude and strong work ethic in a remote environment
Side Note
This is a permanent work-from-home role under an Independent Contractor arrangement. Candidates must have their own computer and reliable internet connection and are responsible for their own taxes and benefits. Professional hourly fees are established based on your performance in the application process.
Reminder
Please follow the provided link to BruntWork’s Career Site to finish your initial application requirements, including assessment questions, technical check, and voice recording. Submissions with all requirements fulfilled will receive priority review.
Lead Management and CRM Specialist
Job Category
Sales
Job Type
Full Time (35 hours or more per week)
Work Schedule and Timezone
california PST
Published on
Feb 19 2026