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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