As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working ... Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 ...
As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working ... Personal banking, loan, investmentand insurance benefits. Associated Bank serves more than 120 ...
Team Manager, Executive Relationship Management
Gilbert, AZ · On-site
$85K - $140K/yr
... Manager will be expected to hold team members accountable for the service, sales, and relationship ... Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave ...
Team Manager, Executive Relationship Management
Gilbert, AZ · On-site
$85K - $140K/yr
... Manager will be expected to hold team members accountable for the service, sales, and relationship ... Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave ...
We are looking for an experienced Business Banking Relationship Manager with a talent and passion ... Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid ...
We are looking for an experienced Business Banking Relationship Manager with a talent and passion ... Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid ...
We are looking for an experienced Business Banking Relationship Manager with a talent and passion ... Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid ...
We are looking for an experienced Business Banking Relationship Manager with a talent and passion ... Medical, Dental and Vision Insurance - START DAY ONE! * Life and Disability Insurance, Paid ...
Team Manager, Executive Relationship Management
Gilbert, AZ · On-site
$85K - $140K/yr
... Manager will be expected to hold team members accountable for the service, sales, and relationship ... Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave ...
Team Manager, Executive Relationship Management
Gilbert, AZ · On-site
$85K - $140K/yr
... Manager will be expected to hold team members accountable for the service, sales, and relationship ... Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave ...
At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage ... Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy ...
At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage ... Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy ...
At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage ... Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy ...
At U.S. Bank, our Healthcare Business Banking Relationship Managers (BBRMs) don't just manage ... Basic term and optional term life insurance * Short-term and long-term disability * Pregnancy ...
The Business Relationship Manager (BRM) is responsible for acquiring, retaining, and expanding the ... provide proof of insurance and have an acceptable driving record. An essential duty of this ...
The Business Relationship Manager (BRM) is responsible for acquiring, retaining, and expanding the ... provide proof of insurance and have an acceptable driving record. An essential duty of this ...
Wealth Relationship Manager Associate
Phoenix, AZ · On-site
$36K - $45K/yr
A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients ... Company-paid benefits such as life insurance, short-term disability, and long-term disability ...
Wealth Relationship Manager Associate
Phoenix, AZ · On-site
$36K - $45K/yr
A Wealth Relationship Manager Associate will provide support in the delivery of advice to clients ... Company-paid benefits such as life insurance, short-term disability, and long-term disability ...
The Relationship Manager II (RM II) primary role is to consult with members. They will consult with ... Investment Services, Insurance Products, First Mortgages, Small Business product services including ...
The Relationship Manager II (RM II) primary role is to consult with members. They will consult with ... Investment Services, Insurance Products, First Mortgages, Small Business product services including ...
Relationship Management Partner Sr
Scottsdale, AZ · Hybrid
$75K - $90K/yr
Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days ... Summary: The Relationship Management Partner is responsible for managing and strengthening ...
Relationship Management Partner Sr
Scottsdale, AZ · Hybrid
$75K - $90K/yr
Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days ... Summary: The Relationship Management Partner is responsible for managing and strengthening ...
Sr. Commercial Real Estate Relationship Manager
Phoenix, AZ · On-site
$99K - $214K/yr
The team consists of Portfolio Managers, Underwriters, and Relationship Managers. This team manages ... insurance coverage; health savings, flexible spending, and dependent care accounts; adoption ...
Sr. Commercial Real Estate Relationship Manager
Phoenix, AZ · On-site
$99K - $214K/yr
The team consists of Portfolio Managers, Underwriters, and Relationship Managers. This team manages ... insurance coverage; health savings, flexible spending, and dependent care accounts; adoption ...
The Relationship Manager I (RM I) primary role is to consult with members. They will consult with ... Investment Services, Insurance Products, First Mortgages, and car buying service. This role ...
The Relationship Manager I (RM I) primary role is to consult with members. They will consult with ... Investment Services, Insurance Products, First Mortgages, and car buying service. This role ...
Sr. Commercial Real Estate Relationship Manager
Phoenix, AZ · On-site
$99K - $214K/yr
The team consists of Portfolio Managers, Underwriters,and Relationship Managers. This team manages ... insurance coverage; health savings, flexible spending, and dependent care accounts; adoption ...
Sr. Commercial Real Estate Relationship Manager
Phoenix, AZ · On-site
$99K - $214K/yr
The team consists of Portfolio Managers, Underwriters,and Relationship Managers. This team manages ... insurance coverage; health savings, flexible spending, and dependent care accounts; adoption ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Handles relationship management activities with new and/or existing clients in a book of business ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...
Additionally, Key Equipment Finance provides support for exposure management and sources additional ... proof of payment, insurance, required UCC releases and other factors as identified.
New
Additionally, Key Equipment Finance provides support for exposure management and sources additional ... proof of payment, insurance, required UCC releases and other factors as identified.
New
Commercial Portfolio Manager III - Phoenix
Phoenix, AZ · On-site
$83K - $100K/yr
Assists the Commercial Relationship Managers by requesting and obtaining all information needed ... Company Paid Life Insurance * Paid Parental Leave * Lifestyle Accounts that provide employees with ...
Quick apply
Commercial Portfolio Manager III - Phoenix
Phoenix, AZ · On-site
$83K - $100K/yr
Assists the Commercial Relationship Managers by requesting and obtaining all information needed ... Company Paid Life Insurance * Paid Parental Leave * Lifestyle Accounts that provide employees with ...
Insurance Relationship Manager information
See Arizona salary details
$26.1K - $35.6K
6% of jobs
$35.6K - $45.2K
15% of jobs
$47K is the 25th percentile. Wages below this are outliers.
$45.2K - $54.7K
19% of jobs
The median wage is $62.5K / yr.
$54.7K - $64.2K
12% of jobs
$64.2K - $73.7K
6% of jobs
$73.7K - $83.3K
9% of jobs
$92.2K is the 75th percentile. Wages above this are outliers.
$83.3K - $92.8K
9% of jobs
$92.8K - $102.3K
6% of jobs
$102.3K - $111.9K
10% of jobs
$111.9K - $121.4K
6% of jobs
$121.4K - $130.9K
2% of jobs
$26.1K
$75.2K
$130.9K
How much do insurance relationship manager jobs pay per year?
How does an insurance relationship manager typically collaborate with internal teams to address client needs?
What is the difference between Insurance Relationship Manager vs Insurance Agent?
| Aspect | Insurance Relationship Manager | Insurance Agent |
|---|---|---|
| Credentials | Typically requires insurance licenses, certifications in relationship management or sales | Requires state-specific insurance licenses |
| Work Environment | Corporate offices, client meetings, account management | Fieldwork, client consultations, sales events |
| Employer & Industry | Insurance companies, financial institutions | Independent agencies, insurance carriers |
| Primary Focus | Maintaining client relationships, cross-selling, retention | Selling 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 does an insurance relationship manager do?
What are the key skills and qualifications needed to thrive as an insurance relationship manager?

Other
Retirement, PTO
Re-posted 3 days ago
Associated Bank rating
8.1
Based on 41 frontline employees who took The Breakroom Quiz
66th of 170 rated banks
Job description
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Drive Strategic Lending & Build High-Impact Relationships
Are you ready to take ownership of a growing portfolio and play a critical role in shaping the success of high-profile data center transactions? As a Portfolio Relationship Manager, you'll be at the forefront of our lending operations, working directly with top-tier sponsors, financial institutions, and internal teams to drive deal execution, underwriting, and portfolio growth.
In this role, you'll do more than just manage loans-you'll be a key partner in sourcing new transactions, negotiating complex credit structures, and ensuring seamless execution from origination to funding. You'll also lead a team of talented portfolio managers, mentoring and shaping the next generation of financial professionals.
What You'll Do:
* Be a Dealmaker - Partner with the Group Leader to source, structure, and execute new lending opportunities with sponsors and financial institutions.
* Own the Credit Process - Lead the underwriting and credit approval process, ensuring transactions align with our strategic goals and risk framework.
* Manage High-Value Portfolios - Oversee existing and new transactions, handling loan modifications, compliance tracking, legal documentation, and financial analysis.
* Build Key Relationships - Act as the central point of contact for borrowers, sponsors, legal advisors, risk teams, and internal stakeholders, ensuring a seamless lending experience.
* Lead & Develop Talent - Manage a team of portfolio managers, providing mentorship, training, and oversight to drive operational excellence and career growth.
* Navigate Complex Deals - Leverage your deep industry knowledge to navigate credit structuring, due diligence, and market trends in the data center financing space.
What You Bring:
* 4+years of experience in credit underwriting, financial analysis, and portfolio management.
* 2+ years of strong industry knowledge in data centers, infrastructure, or commercial lending.
* 2+ years of expertise in financial modeling, risk assessment, and loan structuring.
* 2+ years of proven ability to manage client relationships and negotiate deal terms.
* 4+ years of advanced skills in Microsoft Suite (Excel, PowerPoint, Outlook, Word, Access).
* 2+ years of formal credit training (preferred), but strong analytical and structuring skills are key.
* Bachelor's degree Business, Finance, Accounting, Economics or other related discipline, or equivalent related experience required.
Why Join Us?
* High-Impact Role - Be at the center of complex, high-value transactions with direct visibility from leadership.
* Growth & Leadership - Take ownership of your portfolio while mentoring a team and shaping the future of our lending operations.
* Collaborative Culture - Work alongside top-tier professionals in a fast-paced, team-driven environment.
* Exciting Industry - Play a pivotal role in financing the infrastructure that powers the digital world.
If you're a strategic thinker who thrives on structuring deals, building relationships, and leading teams, we want to hear from you. Apply now and take your career to the next level!
We welcome and encourage applications from all qualified parties, including but not limited to people returning to the workforce, people with disabilities, those without a college degree, and veterans or those with military experience.
In addition to core traditional benefits, we take pride in offering benefits for every stage of life.
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Retirement savings including both 401(k) and Pension plans.
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Paid time off to volunteer in your community.
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Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
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Competitive salaries with professional development and advancement opportunities.
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Bonus benefits including well-being programs and incentives, parental leave,anemployee stock purchase plan, military benefits and much more.
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Personal banking, loan, investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin, Illinois, Minnesota, and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the Midwest.Join our community onFacebook,LinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Bank's anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application, interview and hiring process. Please contactleavesandaccommodations@associatedbank.comif you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including, but not limited to, work location, skills, experience, education, and qualifications for the role.
$118,860.00 - $203,760.00 per yearWhat Associated Bank employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Associated Bank
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
1,001 - 5,000 Employees
Headquarters location
Green Bay, WI, US
Year founded
1861