Account Manager

Rustman Agency; Omaha (NE); Remote; USD 45,000 - 75,000; Full time

Job summary

An established industry player is seeking an Account Manager to foster strong client relationships and provide exceptional service. This role offers the chance to act as a trusted advisor, guiding clients through their coverage options and ensuring their needs are met. With a focus on relationship building and problem-solving, you will thrive in a flexible remote environment that promotes growth and trust. Enjoy uncapped commissions and career advancement opportunities while making a meaningful impact on clients' financial futures.

Benefits

Flexible Scheduling

Ongoing Training and Mentorship

Warm Client Relationships

Uncapped Commissions

Career Advancement Opportunities

Qualifications

• Strong communication and organizational skills are essential.
• Ability to manage multiple client relationships with professionalism.

Responsibilities

• Manage a portfolio of clients and provide high-quality service.
• Respond to client inquiries and guide them through policy updates.

Skills

Business Development

Data Analysis

Customer Support

Communication Skills

Remote Work

Education

Life and Health Insurance License

Tools

CRM Tools

Job description

The Rustman Agency is a rapidly growing brokerage focused on helping individuals and families protect their financial futures. We offer life insurance, mortgage protection, and final expense solutions with a personalized client-first approach. Our team operates in a flexible remote environment built on trust, service, and growth.

Job Summary

We are looking for an Account Manager to support and maintain strong relationships with our clients. In this role, you will act as a trusted advisor, helping clients navigate their coverage options, complete policy updates, and ensure their needs are met over time. If you enjoy relationship building, problem-solving, and meaningful work, this is a great opportunity to grow with us.

Responsibilities

1. Manage a portfolio of clients and provide consistent high-quality service
2. Respond to client inquiries and guide them through policy questions and updates
3. Perform periodic coverage reviews to ensure continued alignment with client goals
4. Assist clients with policy changes, renewals, and claims support
5. Track client interactions, service milestones, and follow-ups using CRM tools
6. Support sales and retention efforts by identifying upsell opportunities when appropriate

What We Offer

1. Remote work with flexible scheduling
2. Ongoing training and mentorship
3. Warm client relationships and support systems
4. Uncapped commissions and bonus potential
5. Career advancement opportunities within the agency

Requirements

1. Strong communication and organizational skills
2. Ability to manage multiple client relationships with care and professionalism
3. Self-motivated and reliable in a remote work environment
4. Life and Health insurance license or willingness to obtain within 30 days
5. Experience in customer service, sales, or account management is preferred

Key Skills

Business Development, Data Analysis, Customer Support, Communication Skills, Remote Work