Active Life Insurance Client Manager

Posted 2 days ago

virtual vocationsNew York (NY)

Insurance Sales Agents All Other Insurance Related Activities

SENIORITY

Senior

Apply

About the role

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 businessRequired 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

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.