Active Life Insurance Client Manager

Job Summary

Seeking a dedicated Client Experience Manager, the full-time remote position will focus on managing a portfolio of existing clients and past prospects, fostering relationships through proactive communication and service, and driving new business opportunities in the life insurance sector.

Key responsibilities

• Engage in frequent phone conversations with clients to maintain relationships and identify new opportunities
• Conduct policy reviews and coordinate client service with the operations team to ensure client satisfaction
• Request referrals from satisfied clients and follow up diligently to convert them into new business

Required qualifications

• 2+ years of experience in sales, account management, or client relationships, preferably in insurance or financial services
• Proven track record of meeting sales targets while maintaining client satisfaction
• Active life insurance license or willingness to obtain one within 60 days
• Familiarity with whole life insurance or Infinite Banking concepts is advantageous
• Experience with CRM systems, particularly HubSpot, is preferred