The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service ...
The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service ...
Popular Assoc Multi-state We are currently looking for a Commercial Relationship Officer in Association Banking that is responsible for developing and managing relationships within the community ...
Popular Assoc Multi-state We are currently looking for a Commercial Relationship Officer in Association Banking that is responsible for developing and managing relationships within the community ...
Director Relationship Manager-TMT Gaming (hybrid)
Atlanta, GA ยท Hybrid
$175K - $225K/yr
This Director level originations position, focusing on the native American and Commercial gaming ... Responsible for loan originations, business development and relationship management in the native ...
Director Relationship Manager-TMT Gaming (hybrid)
Atlanta, GA ยท Hybrid
$175K - $225K/yr
This Director level originations position, focusing on the native American and Commercial gaming ... Responsible for loan originations, business development and relationship management in the native ...
Director Relationship Manager-TMT Gaming (hybrid)
Atlanta, GA ยท Hybrid
$175K - $225K/yr
This Director level originations position, focusing on the native American and Commercial gaming ... Responsible for loan originations, business development and relationship management in the native ...
Director Relationship Manager-TMT Gaming (hybrid)
Atlanta, GA ยท Hybrid
$175K - $225K/yr
This Director level originations position, focusing on the native American and Commercial gaming ... Responsible for loan originations, business development and relationship management in the native ...
This role is externally focused and partners closely with Commercial Relationship Managers, product specialists, and credit teams to deliver integrated financial solutions to prospective clients.
This role is externally focused and partners closely with Commercial Relationship Managers, product specialists, and credit teams to deliver integrated financial solutions to prospective clients.
Commercial Sales & Service This role is responsible for driving growth and deepening client ... Qualifications * 10+ years of progressive experience in Relationship Management, Corporate Banking ...
Commercial Sales & Service This role is responsible for driving growth and deepening client ... Qualifications * 10+ years of progressive experience in Relationship Management, Corporate Banking ...
This role is externally focused and partners closely with Commercial Relationship Managers, product specialists, and credit teams to deliver integrated financial solutions to prospective clients.
This role is externally focused and partners closely with Commercial Relationship Managers, product specialists, and credit teams to deliver integrated financial solutions to prospective clients.
... commercial real estate customers and prospects sourced by the Relationship Manager, ranging in individual loan sizes from $5M - $30M. โข Acquire qualified referrals from existing customers and ...
... commercial real estate customers and prospects sourced by the Relationship Manager, ranging in individual loan sizes from $5M - $30M. โข Acquire qualified referrals from existing customers and ...
Relationship Manager III - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager III - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager III - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager III - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager II - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager II - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager II - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager II - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager II - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager III - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
Relationship Manager III - C&IB
Atlanta, GA ยท On-site
As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be based in Atlanta, GA. PNC is an in-office company that fosters a supportive culture where employees ...
As a Business Relationship Manager (BRM) Senior Government in Business Banking, you'll manage ... Expert knowledge of business, credit underwriting with commercial credit training. Chase is a ...
As a Business Relationship Manager (BRM) Senior Government in Business Banking, you'll manage ... Expert knowledge of business, credit underwriting with commercial credit training. Chase is a ...
As a Business Relationship Manager (BRM) Senior Government in Business Banking, you'll manage ... Expert knowledge of business, credit underwriting with commercial credit training. Chase is a ...
As a Business Relationship Manager (BRM) Senior Government in Business Banking, you'll manage ... Expert knowledge of business, credit underwriting with commercial credit training. Chase is a ...
As a Business Relationship Manager (BRM) Senior Government in Business Banking, you'll manage ... Expert knowledge of business, credit underwriting with commercial credit training. About Us Chase ...
As a Business Relationship Manager (BRM) Senior Government in Business Banking, you'll manage ... Expert knowledge of business, credit underwriting with commercial credit training. About Us Chase ...
RELATIONSHIP MANAGER BUSINESS BANKING SR Atlanta Branch WHAT IS THE OPPORTUNITY? Develops and ... Minimum 8 years of commercial lending experience within the segment required. * Minimum 5 years of ...
RELATIONSHIP MANAGER BUSINESS BANKING SR Atlanta Branch WHAT IS THE OPPORTUNITY? Develops and ... Minimum 8 years of commercial lending experience within the segment required. * Minimum 5 years of ...
Director, Relationship Manager - Fuel Services
$122K - $228K/yr
Commercial Sales & Service Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant ...
Director, Relationship Manager - Fuel Services
$122K - $228K/yr
Commercial Sales & Service Facilitates growth for the Bank through business development and management of key client relationships. Maintains an outstanding and continuous record of significant ...
Senior Relationship Manager, Multinational Companies
$122K - $228K/yr
Commercial Sales & Service Focus on development of BMO's Multinational Companies business Facilitates growth for the Bank through business development and management of key client relationships.
Senior Relationship Manager, Multinational Companies
$122K - $228K/yr
Commercial Sales & Service Focus on development of BMO's Multinational Companies business Facilitates growth for the Bank through business development and management of key client relationships.
Commercial Relationship Manager information
See Decatur, GA salary details
$39.5K - $52.5K
4% of jobs
$52.5K - $65.4K
5% of jobs
$65.4K - $78.3K
10% of jobs
$83.3K is the 25th percentile. Wages below this are outliers.
$78.3K - $91.2K
14% of jobs
$91.2K - $104.1K
13% of jobs
The median wage is $109.3K / yr.
$104.1K - $117K
10% of jobs
$117K - $129.9K
10% of jobs
$141.4K is the 75th percentile. Wages above this are outliers.
$129.9K - $142.9K
9% of jobs
$142.9K - $155.8K
10% of jobs
$155.8K - $168.7K
9% of jobs
$168.7K - $181.6K
4% of jobs
$39.5K
$114K
$181.6K
How much do commercial relationship manager jobs pay per year?
What is the difference between Commercial Relationship Manager vs Business Development Manager?
| Aspect | Commercial Relationship Manager | Business Development Manager |
|---|---|---|
| Primary Focus | Managing existing client relationships and maximizing account value | Identifying new business opportunities and acquiring new clients |
| Required Skills | Customer service, negotiation, financial knowledge | Sales, networking, strategic planning |
| Work Environment | Banking, finance, corporate sectors | Sales, marketing, corporate sectors |
| Certifications | Often requires financial or banking certifications | Sales or marketing certifications beneficial |
While both roles involve client interaction, the Commercial Relationship Manager focuses on maintaining and growing existing client accounts within financial institutions, whereas the Business Development Manager concentrates on generating new business opportunities and expanding the company's client base.
What are the key skills and qualifications needed to thrive as a commercial relationship manager, and why are they important?
What is a commercial relationship manager?
How does a commercial relationship manager typically collaborate with other departments to support client needs?
Is being a commercial relationship manager a stressful job?

Full-time
Re-posted 15 days ago
Job description
The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
Position Summary
The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
Primary Responsibilities
- Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
- Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
- Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
- Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
- Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
- Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
- Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
- Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
- Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings.
- Maintain high standards of accuracy, timeliness, and completeness in all interactions.
- Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.
Required Knowledge & Experience
- Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm.
- Strong analytical and problem-solving skills.
- Ability to manage multiple projects and priorities effectively.
- A commitment to providing exceptional client service.
- Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
- Strong attention to detail when reviewing materials for completeness and accuracy.
- Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and digital workflow tools.
- Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
- Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
- Demonstrates firm's core values with aligned corporate culture, including reliability, integrity, and follow-through; communicates clearly about status and next steps.
- Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
- Strong presentation skills, both verbal and written communications.
Qualifications
- Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
- Current state license required (Property & Casualty).
- 2-4+ years of commercial insurance and account management experience.
- Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
- Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.
- Experience coordinating with offshore teams or third-party partners is preferred.
Skills & Behaviors
Functional/Technical Skills
- Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
- Client Advisory: Applies expertise to inform recommendations and provide guidance in Commercial Risk (coverage strategy, exposure analysis).
- Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
- Systems Agility: High proficiency in Agency Management Systems (e.g., Applied Epic), Microsoft Excel, AI-enabled tools, and digital workflow platforms.
Behaviors
- Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
- Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
- Peer Relationships: Can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
- Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.
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The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.