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Insurance Relationship Manager Jobs in Washington

HSBC

Wealth Relationship Manager

Washington, DC · On-site

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service ... Life and Health insurance licenses required * Mandarin language skills is a plus for this role.

Truist

Legal Relationship Manager

Washington, DC

... 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 ...

123JUNK

Client Relationship Manager

Gaithersburg, MD · On-site

Applicants with college degrees with a background in marketing, management, environmental studies ... Company provided health insurance * Pre-tax SEP * Paid vacation and holidays Skills & Requirements ...

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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 Aug 8, 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.

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 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.
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, 21% Part Time, and 6% Contract. Highlights an 90% Physical, 1% Hybrid, and 9% Remote job distribution, with an average salary of $91,406 per year, or $43.9 per hour.

Wealth Relationship Manager

HSBC Global Services Limited

Washington, DC

Full-time

Posted 3 days ago

New

Job description

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.

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 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. 

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service teams to build meaningful relationships with high value clients.  Professionalism clients focus and understanding of the fundamentals of wealth planning will be key as the Wealth Relationship Manager acquires, develops, advises, and retains a portfolio of clients. 

As our Wealth Relationship Manager, you will:

  • Provide financial solutions and opportunities to your portfolio of clients
  • Increase wallet share of existing clients and identifying product opportunities within the business
  • Conduct full needs assessments with current and potential Wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations 
  • Represent the Company in community organizations and activities to enhance the Company's image and maintain and grow a referral network for additional relationship opportunities while maintaining an active prospect pipeline. 

You´ll likely have the following qualifications to succeed in this role:

  • Bachelor’s degree in business, finance, related field or equivalent experience
  • Series 7, 63, 65 or 66 (or 63 and 65) required
  • Life and Health insurance licenses required
  • Mandarin language skills is a plus for this role. While not strictly required, candidates who has this this skill will be given preference.
  • Meaningful experience in nontraditional banking financial sales, providing client recommendations and increasing sales, and building and maintaining valuable relationships with high-net-worth client portfolios
  • Expert knowledge in wealth planning and wealth products, the impact of macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management
  • Strong client focuses and ability to deliver needs-based solutions through effective communication, influencing, and sales skills
  • Ability to demonstrate strong relationship deepening skills with existing client base to build and grow relationships and develop referral sources
  • Strong business development skills to work with outside COI’s to develop self-sourced business
  • Self-Motivated and Self-driven individual with strong relationship and communications skills.
  • Good understanding of how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment

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!

Your 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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