Account Manager
Taubman
Financial is a fast-growing, values-driven brokerage
focused on protecting families through life insurance,
final expense, and mortgage protection solutions. We build
long-term relationships with our clients based on trust,
integrity, and service.Job Summary Weâre
looking for a motivated and relationship-focused Account
Manager to joi n
our remote team. In this role, youâll maintain and grow
client relationships by providing exceptional service and
coverage recommendations. This is a 100% commission-based
opportunity, ideal for someone who is service-minded,
goal-oriented, and ready to take ownership of their
success.Responsibilities⢠Manage and nurture
relationships with new and existing clients⢠Conduct
policy reviews to ensure clientsâ coverage stays aligned
with their needs⢠Educate clients on insurance options
and guide them through the decision-making processâ˘
Identify opportunities for upselling or additional
coverage⢠Address client concerns and resolve issues
in a timely, professional manner⢠Maintain accurate
records of communication and client information in CRMâ˘
Collaborate with internal teams to ensure a seamless client
experience What We Offerâ˘
Financial is a fast-growing, values-driven brokerage
focused on protecting families through life insurance,
final expense, and mortgage protection solutions. We build
long-term relationships with our clients based on trust,
integrity, and service.Job Summary Weâre
looking for a motivated and relationship-focused Account
Manager to joi n
our remote team. In this role, youâll maintain and grow
client relationships by providing exceptional service and
coverage recommendations. This is a 100% commission-based
opportunity, ideal for someone who is service-minded,
goal-oriented, and ready to take ownership of their
success.Responsibilities⢠Manage and nurture
relationships with new and existing clients⢠Conduct
policy reviews to ensure clientsâ coverage stays aligned
with their needs⢠Educate clients on insurance options
and guide them through the decision-making processâ˘
Identify opportunities for upselling or additional
coverage⢠Address client concerns and resolve issues
in a timely, professional manner⢠Maintain accurate
records of communication and client information in CRMâ˘
Collaborate with internal teams to ensure a seamless client
experience What We Offerâ˘