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 We’re looking for a motivated and relationship-focused Account Manager to joi n 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
What We Offer
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