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Client Relationship Manager jobs in United States
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Smith Master Agency · 1 day ago

Client Relationship Manager

Smith Master Agency is looking for Client Relationship Managers who value relationships, consistency, and service. This position focuses on educating clients, maintaining long-term relationships, and operating within a supportive, growth-oriented team.
Financial Services
Hiring Manager
Michael Vigil
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Responsibilities

Manage and support a portfolio of client relationships
Follow up with warm leads provided through our system
Conduct client conversations focused on education and protection
Stay organized with follow-up, applications, and communication
Commit to consistent weekly activity that drives progress

Qualification

Client relationship managementEducationTrainingAccountabilityTeamworkIntegrity

Required

Experience in building trust
Ability to set expectations
Ability to hold people accountable
Valuing relationships, consistency, and service
Educating clients
Maintaining long-term relationships
Operating within a supportive, growth-oriented team
Managing and supporting a portfolio of client relationships
Following up with warm leads
Conducting client conversations focused on education and protection
Staying organized with follow-up, applications, and communication
Committing to consistent weekly activity that drives progress
Reliability, follow-through, and care for people

Preferred

No prior insurance experience required
Experience in coaching or athletics
Experience in a performance-driven career
Enjoyment of teamwork, structure, and accountability
Leading with integrity and putting people first

Benefits

100 percent remote work with flexible scheduling
Structured onboarding and licensing guidance
Continuous training and mentorship
Commission-based compensation with advancement opportunities
Long-term growth paths into leadership and team development

Company

Smith Master Agency

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Funding

Current Stage
Growth Stage
Company data provided by crunchbase