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Insurance Relationship Manager Jobs in Florida (NOW HIRING)

ZIO

Client Relationship Manager

Winter Park, FL

Client Relationship Manager- On-site Winter Park, FL Are you a relationship-builder who thrives on ... and Disability Insurance - Paid Holidays amp; Time Off - Company events such as go-kart racing ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Florida

Insurance Relationship Manager information

See Florida salary details

$20.9K

$60.3K

$105K

How much do insurance relationship manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for insurance relationship manager in Florida is $60,310.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,700.00 and $78,800.00 per year, depending on experience, location, and employer.

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 Florida?

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

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

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

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

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

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Florida as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $60,310 per year, or $29 per hour.

Client Relationship Manager

ZIO

Winter Park, FL

Full-time

Medical, Dental, Vision, Retirement

Re-posted yesterday

Job description

Client Relationship Manager- On-site
Winter Park, FL

Are you a relationship-builder who thrives on turning warm leads into long-term partnerships?

ZIO is seeking a proactive, detail-oriented Client Relationship Manager to help us manage and grow our expanding sales pipeline. As a key member of our Sales and Marketing team, you'll work alongside our Business Development lead to move qualified opportunities through the sales funnel and ensure alignment between client needs, technical solutions, and project execution.

You’ll partner closely with engineering, project management, and service teams to ensure client expectations are not only met—but exceeded. If you're organized, client-focused, and skilled at closing complex deals, this is your opportunity to join a growing team at the forefront of smart building technology.

Key Responsibilities

  • Own and manage qualified leads through the full sales lifecycle—from discovery to signed proposal
  • Build and nurture trusted relationships with clients, becoming their go-to partner for new projects and service needs
  • Conduct discovery meetings to understand client goals, budget constraints, and timeline requirements- uncover the “why” behind client requests and identify authority
  • Collaborate with our technical team to develop solution-aligned proposals
  • Present and close new business opportunities working with the technical team to develop scope overviews and documents.
  • Accurately track and report activity in CRM; maintain updated pipeline and forecasting data
  • Grow existing accounts by identifying future opportunities, including ongoing support contracts
  • Support Business Development and Marketing efforts through events, campaigns, and referrals
  • Stay informed on AV, lighting, and controls industry trends to provide strategic recommendations to clients

Required:

  • 5+ years of experience in B2B consultative sales, account management, or client-facing project roles
  • Proven ability to manage a multi-stage sales process with complex stakeholders and long timelines
  • Exceptional communication, presentation, and interpersonal skills
  • Experience using CRM tools (e.g., HubSpot, Salesforce) and Microsoft 365 (especially Teams and SharePoint)
  • Strong organizational skills and the ability to manage multiple opportunities concurrently

Preferred:

  • Experience in AV, lighting, controls, IT, or construction-related industries
  • Familiarity with design-build or construction workflows (submittals, coordination, procurement)
  • Bachelor's degree in Business, Communications, or a related field
ZIO believes that the key to keeping great talent is treating them well.  We realize it isn’t all about money. Some of the benefits we offer:
- Paid Training, certifications, and industry events
- Semi-annual career coaching and development to help you achieve you achieve your long-term goals
- Retirement Matching
- Health, Dental, Vision, and Disability Insurance
- Paid Holidays amp; Time Off
- Company events such as go-kart racing, bowling, and other events you can help organize on a quarterly basis
- Profit sharing
If you believe your work is a personal reflection of yourself, strive for success in everything you do, and you have a passion for constant learning, then you should apply now. ZIO is going places and we need great people like you to get there.
How to Apply amp; What Happens Next:
We receive a significant amount of applications and we're a small team. That means you need to stand out to actually get reviewed by the hiring manager (who does not see every application!) Please follow these steps carefully or your application likely won't get to a hiring manager!

Step 1: Write a brief cover letter and answer the following questions.

  1. What about ZIO’s work and mission most interests you, and why do you want to be part of our team?
  2. In your own words, what do you believe is the primary goal of a Client Relationship Manager at ZIO?
  3. How do you see your background, experience, or strengths adding value to what we do at ZIO?
  4. Describe a time you played a key role in advancing a complex sale.
  5. How do you stay organized and ensure nothing falls through the cracks when managing multiple client conversations or sales opportunities?
Step 2: Apply with a combined document including your cover letter, answers to the above questions amp; your resume.
Step 3: Use this link to complete the predictive index assessment: https://assessment.predictiveindex.com/bo/6M3D/ZIOclientrelationshipmanager
Step 4: If you're successful in demonstrating you have what it takes for this role, you’ll go through a structured interview process—including video meetings, and on-site interviews.
We’ll send regular updates on where things stand with your application. From application to offer, the timeline varies but we'll be happy to tell you where we stand in the process.
If you read this far, let us know that when you apply. We sincerely look forward to hearing from you!

ZIO is an Equal Opportunity Employer and a Drug-Free Workplace.

Apply