Customer Retention Sales Manager
Remote / Online - Candidates ideally in
Lexington, Fayette County, Kentucky, 40598, USA
Listed on 2026-01-12
Lexington, Fayette County, Kentucky, 40598, USA
Listing for:
Rustman Agency
Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Business
Client Relationship Manager, Customer Success Mgr./ CSM, Business Management
Job Description & How to Apply Below
About Us
The Rustman Agency is a fast-growing brokerage focused on helping families protect their financial futures. We provide life insurance, final expense, and mortgage protection solutions with a strong emphasis on integrity, service, and long-term client relationships.
Job SummaryWe are seeking a Customer Retention Sales Manager to lead our client loyalty efforts. In this role, you will manage a team focused on maintaining and growing relationships with existing clients. You will help ensure policyholders stay engaged, supported, and protected. This position is ideal for a relationship-driven leader who thrives on service, strategy, and performance.
Responsibilities- Manage a remote team dedicated to customer retention and satisfaction
- Develop and implement strategies to reduce policy cancellations
- Support existing clients through policy reviews and value-based conversations
- Identify upsell opportunities where appropriate
- Handle escalated concerns with professionalism and care
- Track team performance and provide coaching to improve results
- Work closely with sales and service teams to ensure continuity in the customer journey
- Maintain accurate records of communication and performance
- Remote work with flexible hours
- Leadership bonuses and uncapped commission potential
- Ongoing training and development
- Supportive team culture focused on impact and growth
- Clear advancement opportunities in a growing agency
- Minimum of two years of experience in sales, customer service, or account management
- Previous leadership or management experience preferred
- Background in insurance or financial services is a plus
- Strong communication, problem-solving, and organizational skills
- Comfortable using CRM platforms and managing remote workflows
- Life and Health insurance license or willingness to obtain within 30 days
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