Overview
Miami, United States | Posted on 01/13/2026 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. We’re looking for a motivated and relationship-focused Account Manager to join 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
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Miami, United States | Posted on 01/13/2026 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. We’re looking for a motivated and relationship-focused Account Manager to join 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
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