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.
We 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.
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
Customer Retention Sales Manager • Madison, WI, United States
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