Account Manager

About Us

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

Manage a portfolio of clients and provide consistent, high-quality service

Respond to client inquiries and guide them through policy questions and updates

Perform periodic coverage reviews to ensure continued alignment with client goals

Assist clients with policy changes, renewals, and claims support

Track client interactions, service milestones, and follow-ups using CRM tools

Support sales and retention efforts by identifying upsell opportunities when appropriate

What We Offer

Remote work with flexible scheduling

Ongoing training and mentorship

Warm client relationships and support systems

Uncapped commissions and bonus potential

Career advancement opportunities within the agency

Requirements

Strong communication and organizational skills

Ability to manage multiple client relationships with care and professionalism

Self-motivated and reliable in a remote work environment

Life and Health insurance license or willingness to obtain within 30 days

Experience in customer service, sales, or account management is preferred