Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding. * Partner directly with advisors to identify insurance needs within ...
Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding. * Partner directly with advisors to identify insurance needs within ...
Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding. * Partner directly with advisors to identify insurance needs within ...
Quick apply
Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding. * Partner directly with advisors to identify insurance needs within ...
Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding. * Partner directly with advisors to identify insurance needs within ...
Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding. * Partner directly with advisors to identify insurance needs within ...
... management and execute follow up Maintaining accurate documentation in agency systems ... Insurance experience preferred but not necessary with a proven sales background Bilingual ...
... management and execute follow up Maintaining accurate documentation in agency systems ... Insurance experience preferred but not necessary with a proven sales background Bilingual ...
... management and execute follow up • Maintaining accurate documentation in agency systems ... Insurance experience preferred but not necessary with a proven sales background • Bilingual ...
... management and execute follow up • Maintaining accurate documentation in agency systems ... Insurance experience preferred but not necessary with a proven sales background • Bilingual ...
Insurance Sales Representative
Novi, MI · On-site
$45K - $55K/yr
Seeking motivated sales agents to join a AAA insurance office in Novi, MI. In this full-time ... Ability to manage multiple tasks effectively in a face-paced and dynamic working environment
Quick apply
Insurance Sales Representative
Novi, MI · On-site
$45K - $55K/yr
Seeking motivated sales agents to join a AAA insurance office in Novi, MI. In this full-time ... Ability to manage multiple tasks effectively in a face-paced and dynamic working environment
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee ...
HUB International Limited ("HUB") is one of the largest global insurance and employee benefits broker, providing a broad array of property, casualty, risk management, life and health, employee ...
Strong interpersonal and business management skills to build and manage your agency * 2-5 years of experience in the insurance and financial services industry (preferred) * Resident State General ...
Strong interpersonal and business management skills to build and manage your agency * 2-5 years of experience in the insurance and financial services industry (preferred) * Resident State General ...
Strong interpersonal and business management skills to build and manage your agency * 2-5 years of experience in the insurance and financial services industry (preferred) * Resident State General ...
Strong interpersonal and business management skills to build and manage your agency * 2-5 years of experience in the insurance and financial services industry (preferred) * Resident State General ...
Position Overview The Property and Casualty Insurance Commercial Account Manager serves as the primary point of contact for a portfolio of commercial clients, managing day to day policy service ...
Quick apply
Position Overview The Property and Casualty Insurance Commercial Account Manager serves as the primary point of contact for a portfolio of commercial clients, managing day to day policy service ...
Position Overview The Property and Casualty Insurance Commercial Account Manager serves as the primary point of contact for a portfolio of commercial clients, managing day to day policy service ...
Position Overview The Property and Casualty Insurance Commercial Account Manager serves as the primary point of contact for a portfolio of commercial clients, managing day to day policy service ...
Self-motivation and the ability to manage your own business * The ability to obtain or currently ... As an Insurance Producer , you'll be guided by a mentor agent who will support you every step of ...
Self-motivation and the ability to manage your own business * The ability to obtain or currently ... As an Insurance Producer , you'll be guided by a mentor agent who will support you every step of ...
Licensed P&C Insurance CSR / Retention Specialist
West Bloomfield, MI · On-site
$30K - $40K/yr
The Phil Klein Insurance Group is a rapidly growing Independent Insurance Agency specializing in ... Using our Agency Management System regularly to note accounts, update client information, and keep ...
Licensed P&C Insurance CSR / Retention Specialist
West Bloomfield, MI · On-site
$30K - $40K/yr
The Phil Klein Insurance Group is a rapidly growing Independent Insurance Agency specializing in ... Using our Agency Management System regularly to note accounts, update client information, and keep ...
Our insurance products are tailored to meet the unique needs of educators, and we provide ... Self-motivation and the ability to manage your own business * The ability to obtain or currently ...
Our insurance products are tailored to meet the unique needs of educators, and we provide ... Self-motivation and the ability to manage your own business * The ability to obtain or currently ...
Insurance Producer -Fenton, MI
Fenton, MI · On-site
Our insurance products are tailored to meet the unique needs of educators, and we provide ... Self-motivation and the ability to manage your own business * The ability to obtain or currently ...
Insurance Producer -Fenton, MI
Fenton, MI · On-site
Our insurance products are tailored to meet the unique needs of educators, and we provide ... Self-motivation and the ability to manage your own business * The ability to obtain or currently ...
Insurance Sales Agent - Brighton
Brighton, MI · On-site
$55K - $70K/yr
Insurance Reviews & Policy Execution: Conduct comprehensive insurance reviews to assess risk ... Customer Relationship Management: Build and maintain strong rapport with members and clients ...
New
Insurance Sales Agent - Brighton
Brighton, MI · On-site
$55K - $70K/yr
Insurance Reviews & Policy Execution: Conduct comprehensive insurance reviews to assess risk ... Customer Relationship Management: Build and maintain strong rapport with members and clients ...
New
Remote Life Insurance Agent
Jackson, MI · Remote
$69K/yr
Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...
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Remote Life Insurance Agent
Jackson, MI · Remote
$69K/yr
Remote Insurance Representative | Flexible Schedule | Commission-Based This position offers flexible work hours and clear paths for advancement into leadership and management. You will work remotely ...
Individuals with a history of sales and management experience may also be a great candidate for ... Health, Dental and Vision Insurance plans available Retirement plan options Career security and ...
Individuals with a history of sales and management experience may also be a great candidate for ... Health, Dental and Vision Insurance plans available Retirement plan options Career security and ...
Individuals with a history of sales and management experience may also be a great candidate for ... insurance solutions and options. Other exciting and fulfilling responsibilities include: • ...
Individuals with a history of sales and management experience may also be a great candidate for ... insurance solutions and options. Other exciting and fulfilling responsibilities include: • ...
Face-track to management & leadership opportunities * Brand power - represent a Fortune 500 Company and leader in supplemental insurance * Competitive commissions, bonus, renewals, & stock options
Quick apply
Face-track to management & leadership opportunities * Brand power - represent a Fortune 500 Company and leader in supplemental insurance * Competitive commissions, bonus, renewals, & stock options
Insurance Manager information
See Howell, MI salary details
$35.1K - $42.3K
5% of jobs
$42.3K - $49.6K
9% of jobs
$49.6K - $56.8K
6% of jobs
$63.3K is the 25th percentile. Wages below this are outliers.
$56.8K - $64K
5% of jobs
$64K - $71.2K
14% of jobs
The median wage is $77.8K / yr.
$71.2K - $78.5K
12% of jobs
$78.5K - $85.7K
14% of jobs
$91K is the 75th percentile. Wages above this are outliers.
$85.7K - $92.9K
14% of jobs
$92.9K - $100.2K
13% of jobs
$100.2K - $107.4K
6% of jobs
$107.4K - $114.6K
2% of jobs
$35.1K
$77.5K
$114.6K
How much do insurance manager jobs pay per year?
What are some common challenges faced by insurance managers and how can they be addressed?
How much do insurance managers make in the US?
What are the key skills and qualifications needed to thrive as an insurance manager?
What is the difference between Insurance Manager vs Insurance Underwriter?
| Aspect | Insurance Manager | Insurance Underwriter |
|---|---|---|
| Credentials | Often requires insurance-related certifications and management experience | Typically holds actuarial, underwriting, or insurance licenses |
| Work Environment | Manages teams, oversees policies, and develops strategies within insurance companies | Evaluates risks, assesses applications, and determines policy terms |
| Employer & Industry Usage | Commonly employed in insurance firms, brokers, and agencies | Primarily found in insurance companies and underwriting firms |
| Search & Comparison Intent | People compare roles involving insurance policy oversight and management | Individuals interested in risk assessment and policy issuance |
The main difference between an Insurance Manager and an Insurance Underwriter lies in their responsibilities. Insurance Managers oversee teams, develop policies, and manage overall operations, while Insurance Underwriters focus on evaluating individual risks and determining policy terms. Both roles require insurance-related credentials and are integral to the insurance industry, but they serve different functions within the insurance process.
What is an insurance manager?
An insurance manager oversees the performance of all the employees who work for an insurance branch and verifies that all corporate policies are followed, including the filing of client records. Specifically, as an insurance manager, you supervise a sales agent or broker to help them drive sales and make sure they sell enough policies. Then, you ensure each of your sales agents receives a commission for excelling in their duties. To maximize profits, you set premiums by using actuary data and information from appraisers to determine the likelihood of clients filing claims, as well as the value of their assets. In this role, you are typically involved in many actions that the branch takes, such as the approval, denial, or investigation of claims.

Full-time
Medical, Life, Retirement, PTO
Re-posted 3 hours ago
Job description
About CG Financial Services
CG Financial Services is a registered investment advisory firm with over 25 years of experience helping individuals, families, and businesses navigate life's financial complexities. Our multi-disciplinary teams deliver integrated solutions spanning wealth management, retirement planning, tax strategy, business services, and insurance. We are fiduciaries, which means we are always in our clients' corner. Our culture is built around grit, curiosity, accountability, and a genuine commitment to growing the people and communities we serve.
Why This Role Matters
Insurance is not an add-on at CG Financial Services; it is a core pillar of the integrated advice we deliver to clients. As we grow our multi-state presence across the Midwest and Southeast, we need a dedicated specialist who can serve as the firm's insurance engine, turning existing advisor relationships and an established client base into placed business. This role sits at the center of our advisory team, giving a talented insurance professional the platform, the relationships, and the infrastructure to build something significant.
Core Responsibilities
- Serve as the firm's lead agent for all wealth management insurance sales activity, including life, disability, long-term care, annuities, and business insurance solutions.
- Own and manage the full insurance sales pipeline from prospect identification through policy placement and client onboarding.
- Partner directly with advisors to identify insurance needs within existing client books and convert opportunities into placed business.
- Design and execute targeted marketing campaigns to generate insurance leads across the firm's advisor network and external referral channels.
- Develop and deliver client-facing educational content, including seminars, webinars, and digital outreach, to position the firm as a trusted insurance resource.
- Build and maintain carrier relationships to ensure access to competitive products and underwriting support.
- Act as the primary insurance resource for the advisory team, providing product education, case design assistance, and sales support.
- Conduct regular training sessions, product updates, and sales strategy meetings with advisors.
- Track and report key production metrics, including pipeline activity, submitted cases, placed premiums, and advisor engagement.
- Pursue strategic business development opportunities, including Centers of Influence relationships, employer group benefits, and business owner markets.
What Success Looks Like
- Monthly, quarterly, and annual production targets are met or exceeded on a consistent basis.
- Advisors across the team actively bring insurance opportunities to this role and trust the specialist to run the process end to end.
- The firm's insurance pipeline grows quarter over quarter, with measurable increases in submitted and placed cases.
- Educational and marketing initiatives generate qualified leads and increase insurance awareness among clients.
- Carrier and COI relationships are deepened and leveraged to improve case placement rates.
- Compliance is maintained across all state licensing requirements with no lapses or issues.
Requirements
Required
- Active Life and Health Insurance License; multi-state licensure preferred, with willingness to obtain additional state licenses required.
- Minimum 3 to 5 years of insurance sales experience, ideally within a financial advisory, brokerage, or wealth management environment.
- Demonstrated track record of meeting or exceeding production goals.
- Experience working with and supporting financial advisors or a collaborative sales team.
- Working knowledge of life insurance products (term, whole life, IUL, UL), annuities, disability income, and long-term care solutions.
- Ability to communicate complex insurance concepts clearly to advisors and clients alike.
- Self-starter capable of managing a multi-state territory independently.
Preferred
- Series 6 or Series 7 license, or willingness to obtain.
- Experience with insurance case design software.
- Prior experience in a lead agent or wholesaler-style role.
- Familiarity with CRM platforms such as Salesforce, Redtail, or Wealthbox.
- Background in business insurance, buy-sell planning, or executive benefit strategies.
- Existing carrier relationships within IMOs or BGAs operating in the Midwest or Southeast.
Our Core Values
- Thirst for Knowledge: You are curious and creative, always building expertise and asking the right questions.
- Innovative Problem Solver: You propose solutions, lead by example, and follow through on commitments.
- Self-Motivated: You are proactive, results-oriented, and energized by new challenges.
- Authentic: You lead with honesty and integrity in everything you do.
- Positively Impact People: You are committed to growing those around you and striving for collective success.
Compensation & Benefits
- Base salary commensurate with experience.
- Tiered commission on personally produced and advisor-supported cases.
- Quarterly and annual bonuses tied to production milestones.
- Override on firm-wide insurance production.
- High six-figure earning potential for top performers.
Benefits
- Paid time off
- Safe Harbor 401(k) and discretionary profit sharing
- Health benefits, life insurance, and ancillary insurances
- Free financial planning for employees
- Volunteer and community outreach opportunities
- Firm-paid licensing fees and continuing education
About CG Financial Services
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
11 - 50 Employees
Headquarters location
Haslett, MI, US
Year founded
1999