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Insurance Relationship Manager Jobs in Alberta (NOW HIRING)

National Bank

Manager, Financing Solutions

Calgary, AB · On-site

... relationship managers to drive business growth. You will be responsible for underwriting and ... Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and ...

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Insurance Relationship Manager information

What does an insurance relationship manager do?

An Insurance Relationship Manager is responsible for building and maintaining strong relationships between insurance companies and their clients, which may include businesses, brokers, or individual policyholders. They act as the main point of contact, addressing client needs, resolving issues, and ensuring customer satisfaction. Their role often involves coordinating with internal teams, identifying opportunities for cross-selling or upselling insurance products, and providing expert advice on policy options. Strong communication and problem-solving skills are essential in this position.

What are the key skills and qualifications needed to thrive as an insurance relationship manager?

To excel as an Insurance Relationship Manager, you need a solid understanding of insurance products, sales strategies, and account management, often supported by a bachelor’s degree in business or finance. Familiarity with CRM systems, insurance underwriting tools, and relevant industry certifications like Chartered Insurance Professional (CIP) is typically required. Outstanding interpersonal skills, negotiation abilities, and proactive problem-solving distinguish top performers in this role. These competencies are crucial for building strong client relationships, driving business growth, and ensuring customer satisfaction in a competitive insurance market.

How does an insurance relationship manager typically collaborate with internal teams to address client needs?

Insurance Relationship Managers work closely with underwriting, claims, and product development teams to ensure clients receive tailored solutions and timely service. They act as a communication bridge, relaying client feedback and concerns to the appropriate departments and coordinating responses to complex insurance inquiries. Regular meetings and cross-departmental projects are common, allowing Relationship Managers to advocate for clients while aligning with company policies and goals.

What is the difference between Insurance Relationship Manager vs Insurance Agent?

AspectInsurance Relationship ManagerInsurance Agent
CredentialsTypically requires insurance licenses, certifications in relationship management or salesRequires state-specific insurance licenses
Work EnvironmentCorporate offices, client meetings, account managementFieldwork, client consultations, sales events
Employer & IndustryInsurance companies, financial institutionsIndependent agencies, insurance carriers
Primary FocusMaintaining client relationships, cross-selling, retentionSelling insurance policies, new client acquisition

Insurance Relationship Managers focus on nurturing existing client relationships and ensuring customer satisfaction, while Insurance Agents primarily focus on selling policies and acquiring new clients. Both roles require insurance licenses and operate within the insurance industry, but their daily tasks and objectives differ significantly.

What are popular job titles related to Insurance Relationship Manager jobs in Alberta?

For Insurance Relationship Manager jobs in Alberta, the most frequently searched job titles are:

What job categories do people searching Insurance Relationship Manager jobs in Alberta look for?

The top searched job categories for Insurance Relationship Manager jobs in Alberta are:

What cities in Alberta are hiring for Insurance Relationship Manager jobs?

Cities in Alberta with the most Insurance Relationship Manager job openings:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Alberta as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 22% Part Time, and 5% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Business Relationship Manager Trans Global Insurance

The Brick

Edmonton, AB

Full-time

Posted 4 days ago

Job description

Business Relationship Manager – Trans Global Insurance Group

Trans Global Insurance Group (“TGI”), a member of the Financial Services division of Leon’s Furniture Ltd. (“LFL Group”), is seeking an experienced Business Relationship Manager to support business partnerships with its portfolio of insurance distributors. TGI has been providing world-class protection products to Canadians from coast to coast for over 25 years.

The mandate for this role is to support and grow effective long-term relationships with assigned insurance clients/distributors across Canada. The Business Relationship Manager plays a key role in delivering exceptional service and acting as a trusted advisor to clients while ensuring compliance with Canadian insurance regulations.


This position may be based in Edmonton or Toronto. All candidates must be legally eligible to work in Canada.


Client Relationship Management

· Build and maintain strong, long-term client relationships through proactive communication.

· Serve as the primary point of contact for assigned clients, providing day-to-day account support. Resolve issues as required.

· Monitor KPIs for assigned clients and suggest action plans where required.

· Conduct regular business review meetings with assigned clients.

Apply