Start Your New Career Here
Starting as a new account manager can be challenging, which is why we invest in our brokers’ success from day one. At Karstens Financial and Karstens Wealth, you’ll have access to:
- In-Depth Training: Learn everything from product knowledge to sales techniques.
- Mentorship: Work with experienced brokers who are ready to share their insights.
- Ongoing Support: Weekly coaching sessions to keep you moving toward your goals.
- Leads- With 1000’s clients there is never a lack of leads in our system
This isn’t just a job – it’s a career path where you can build a book of business, gain lifelong skills, and see results from your hard work.
Account Manager at Karstens Financial
Sell General Liability, Work Comp, Auto, Property Insurance & More
Location: Remote
Hours: Monday to Friday, 9 AM – 5 PM
About the Role:
Karstens Financial is seeking a motivated Insurance Account Manager to join our team. In this role, you’ll be connecting with clients, running quotes, finalizing accounts, and processing new business. You’ll play a key part in building relationships and ensuring our clients are covered with the best possible options.
Responsibilities:
- Conduct insurance quotes and finalize client accounts
- Follow up with clients and address inquiries
- Handle a high volume of incoming calls and generate sales leads
- Identify customer needs and provide tailored insurance solutions
- Build trust with clients through clear and effective communication
- Meet personal and team sales goals, ensuring prompt resolution of client issues
- Accurately document client interactions and maintain records
Requirements:
- Insurance License Property and Casualty (must obtain prior to starting) Click here to see how
- Proven customer service experience with a record of meeting or exceeding targets
- Strong phone communication, listening, and CRM skills
- Ability to adapt, multitask, and prioritize in a fast-paced environment
Why Join Us?
- Training: Comprehensive training to set you up for success
- Competitive Salary: Earn a salary plus bonus in your first year, with a base salary plus bonuses and commissions based on performance. No cap on earning potential
- Flexible Work Options: Work remotely part-time (minimum three days in-office for new hires)
- Travel: Work while traveling when desired
- Career Growth: Build a stable, long-term career in insurance and finance
- Office Amenities: Free gym, coffee, and access to a restaurant for team meetings and client dinners
We’re looking for individuals who are not only qualified but also motivated to make a difference. In your application, tell us what drives you and how this role aligns with your career goals.