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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