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Insurance Relationship Manager Jobs in Washington

HSBC

Wealth Relationship Manager

Washington, DC · On-site

As a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and ... You'll provide solutions across banking, investments and insurance based on each client ...

HSBC

Wealth Relationship Manager

Washington, DC · On-site

$90 - $130/hr

As a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and ... You'll provide solutions across banking, investments and insurance based on each client ...

Mercer Advisors

Relationship Manager I

Rockville, MD · Hybrid

... insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities ...

Socket.dev

Relationship Manager I

Rockville, MD · On-site

$68 - $80/hr

... insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities ...

Mercer Advisors

Relationship Manager I

Rockville, MD · On-site

... insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 42,800+ families across 110+ cities ...

Truist

Legal Relationship Manager

Washington, DC · On-site

... A Legal Relationship Manger II is responsible for origination and on-going management of a ... Truist offers medical, dental, vision, life insurance, disability, accidental death and ...

LifeWorx

Client Relationship Manager

Arlington, VA · On-site

$120 - $150/hr

Account Management & Retention: Maintain ongoing relationships with clients after placement by ... Medical, dental, and vision insurance. * 401(k): Employer-matched retirement plan. * Paid Time Off ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Washington

Insurance Relationship Manager information

See Washington salary details

$31.7K

$91.4K

$159.1K

How much do insurance relationship manager jobs pay per year?

As of Sep 5, 2026, the average yearly pay for insurance relationship manager in Washington is $91,406.00, according to ZipRecruiter salary data. Most workers in this role earn between $57,200.00 and $119,500.00 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 Washington?

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

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

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

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

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

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Washington as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 17% Part Time, 2% Temporary, and 8% Contract. Highlights an 85% Physical, 1% Hybrid, and 14% Remote job distribution, with an average salary of $91,406 per year, or $43.9 per hour.

Wealth Relationship Manager

HSBC

Washington, DC • On-site

Full-time

Re-posted 19 hours ago

Job description

Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
In compliance with applicable laws, HSBC is committed to employing only those who are authorized to work in the US. Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration sponsorship for this position.
As a Wealth Relationship Manager, you'll work closely with a Wealth Relationship Officer and service teams to build meaningful relationships with high-value clients. The role focuses on acquiring, developing, advising and retaining a portfolio through strong fundamentals in wealth planning. You'll provide solutions across banking, investments and insurance based on each client's objectives, risk tolerance and appropriate asset allocations. Success means deepening relationships, increasing wallet share and building a strong pipeline through referrals and community connections. You'll also partner with Compliance, Credit and Risk and Internal Control to support a balanced risk operating environment.
As our Wealth Relationship Manager, you will:
  • Provide financial solutions and opportunities across a portfolio of high-value clients
  • Increase wallet share within existing relationships and identify product opportunities
  • Conduct full needs assessments and recommend banking, investment and insurance solutions aligned to objectives and risk tolerance
  • Build asset allocation recommendations that reflect each client's goals and suitability considerations
  • Develop and maintain an active prospect pipeline to support portfolio growth
  • Represent HSBC in community organizations and activities to strengthen visibility and referral networks
  • Partner with service teams and the Wealth Relationship Officer to deliver a joined-up client experience
  • Coordinate with Compliance, Credit and Risk and Internal Control to maintain a balanced risk operating environment

You'll likely have the following qualifications to succeed in this role:
  • FINRA Series 7 and 66 (or 63 and 65) licensing required, and Life and Health insurance licenses, or willing to sponsor
  • Spanish and Vietnamese are additional languages that provide added value
  • Bring meaningful experience in non-traditional banking financial sales including making client recommendations and increasing sales
  • Apply expert knowledge of wealth planning and wealth products in client conversations and solutions
  • Interpret macroeconomic, microeconomic and local market developments and apply insights to client needs
  • Use knowledge of Anti Money Laundering and relevant US regulatory governance in day-to-day activities
  • Work within the external regulatory framework relevant to wealth management. Deliver needs-based solutions using effective communication, influencing and sales skills
  • Strengthen relationships within an existing client base to build referrals and deepen engagement. Build business through centers of influence (COIs) and self-sourced opportunities
  • Partner effectively with Compliance, Credit and Risk and Internal Control to support risk-balanced outcomes

As an HSBC employee, you will have access to tailored professional development opportunities to ensure you have the right skills for today and tomorrow. We offer a competitive pay and benefits package including a robust Wellness Hub, all in a welcoming and inclusive work environment. You will be empowered to drive HSBC's engagement with the communities we serve through an industry-leading volunteerism policy, a generous matching gift program, and a comprehensive program of immersive Sustainability and Climate Change Initiatives. You'll want to join our Employee Resource Groups as they play a central part in life at HSBC, including the development of our employees and networking inside and outside of HSBC. We value difference. We succeed together. We take responsibility. We get it done. And we want you to help us build the bank of the future!
The final fixed pay offer will depend on the candidate and several variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location.
All qualified applicants will receive consideration for employment without regard to age, ancestry, color, race, national origin, ethnicity, disability or medical condition, genetic information, military or veteran service, religion, creed, sex, gender, pregnancy, childbirth, caregiver status, marital status, citizenship or immigration status, sexual orientation, gender identity or expression or any other trait protected by applicable law.

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