Smith Master Agency · 22 hours ago
Client Relationship Manager
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
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
Funding
Current Stage
Growth StageCompany data provided by crunchbase