The Rustman Agency · 5 months ago
Customer Retention Sales Manager
United States
Full-time
Remote
Mid, Senior Level
2+ years expThe Rustman Agency is a fast-growing brokerage dedicated to helping families protect their financial futures. They are seeking a dedicated and strategic Customer Retention Sales Manager to lead their client retention efforts and manage a remote team focused on maintaining and strengthening relationships with existing clients.
Insurance
Responsibilities
Lead and manage a remote team dedicated to customer retention and satisfaction
Develop and implement strategies to reduce policy cancellations and increase client loyalty
Conduct policy reviews and value-based conversations with clients
Identify upsell and cross-sell opportunities to enhance client protection
Handle escalated client concerns with professionalism and empathy
Monitor team performance and provide coaching to improve results
Collaborate closely with sales and service teams to ensure continuity of the customer journey
Maintain accurate records of client interactions and team metrics
Qualification
Required
Minimum of 2 years experience in sales, customer service, or account management
Strong communication, problem-solving, and organizational skills
Comfortable managing remote workflows and using CRM platforms
Life & Health insurance license or willingness to obtain within 30 days
Preferred
Previous leadership or management experience preferred
Benefits
100% Commission – Earn based on your and your team’s performance, with no limits
Remote Flexibility – Work from anywhere with a flexible schedule
Ongoing Training – Access to leadership development and coaching
Supportive Team Culture – Join a values-driven and growth-oriented environment
Clear Advancement – Opportunities for career growth within the agency
Company
The Rustman Agency
At The Rustman Group our mission is simple: make the Insurance business very profitable for both agents and agency builders.
1001-5000 employees
Funding
Current Stage
Late StageCompany data provided by crunchbase