Brokerage, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Training, Develop and Maintain Customers, Insurance, Mortgage, Record Keeping, Resolve Customer Issues, Sales Management, Time Management, Up-Selling
LOCATION
Little Rock, AR
POSTED
26 days ago
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
We’re looking for a motivated and relationship-focused Account Manager to join our remote team. In this role, you’ll 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 clients’ coverage stays aligned with their needs • Educate clients on insurance options and guide them through the decision-making process • 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 CRM • Collaborate with internal teams to ensure a seamless client experience