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Insurance Relationship Manager Jobs in Dallas, TX

M Financial Group

Relationship Manager

Dallas, TX · On-site

Since 1978, our network of independent insurance, investment, and executive benefit firms has ... The Relationship Manager serves as the primary, regionally aligned point of contact for assigned ...

M Financial Group

Relationship Manager

Dallas, TX · Hybrid

Since 1978, our network of independent insurance, investment, and executive benefit firms has ... The Relationship Manager serves as the primary, regionally aligned point of contact for assigned ...

Frost Bank

Relationship Manager III

Forney, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Burleson, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager III

Waxahachie, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Burleson, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Fort Worth, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager III

Dallas, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager III

Plano, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager III

Forney, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Mesquite, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Fort Worth, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Frisco, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager III

Waxahachie, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Mesquite, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager IV

Coppell, TX · On-site

If so, then the Relationship Manager IV role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager III

Dallas, TX · On-site

If so, then the Relationship Manager III role might be for you! At Frost, it's about more than a ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Fort Worth, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

Frost Bank

Relationship Manager II

Fort Worth, TX · On-site

If so, then the Relationship Manager II role might be for you! At Frost, it's about more than a job ... Medical, dental, vision, long-term disability, and life insurance * 401(k) matching * Generous ...

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Showing results 1-20

All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Dallas, TX

Insurance Relationship Manager information

See Dallas, TX salary details

$27.7K

$79.8K

$139K

How much do insurance relationship manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for insurance relationship manager in Dallas, TX is $79,836.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $104,400.00 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 Dallas, TX?

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

What job categories do people searching Insurance Relationship Manager jobs in Dallas, TX look for?

The top searched job categories for Insurance Relationship Manager jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Insurance Relationship Manager jobs?

Cities near Dallas, TX with the most Insurance Relationship Manager job openings:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 20% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $79,836 per year, or $38.4 per hour.

Relationship Manager

M Financial Group

Dallas, TX • On-site

Full-time

Posted 15 days ago

Job description

M Financial Group:
With more than 140 Member Firms located primarily across the United States, M Financial is one of the nation's leading financial services design and distribution companies. Since 1978, our network of independent insurance, investment, and executive benefit firms has served the needs of ultra-affluent individuals, corporate executives, successful entrepreneurs, and Fortune 1000 companies. Our Member Firms are independent but work together toward a common goal: to offer a broad range of sustainable solutions designed to help their clients meet their financial goals.
Role Summary:
The Relationship Manager serves as the primary, regionally aligned point of contact for assigned Firms, helping them navigate M Financial Group's offerings, connect with the right internal resources, and receive a consistent, high-touch service experience. The Relationship Manager also leads and coordinates the onboarding of new Member Firms, Affiliate Firms, Marketers, and Firm personnel, ensuring a seamless transition into the M community and its service platforms.
The Relationship Manager builds trusted relationships with Firms, understands operational and growth needs, advocates for Firm interests across strategic and tactical issues, and coordinates cross-functionally across all internal teams. The role owns follow-through by tracking inquiries, monitoring commitments, managing onboarding and transition initiatives, escalating obstacles when appropriate, and helping ensure Firm expectations are met.
Responsibilities:
  • Serve as the primary relationship manager and regionally aligned point of contact for assigned Firms.

  • Build trusted relationships by understanding Firm goals, operational needs, and growth opportunities.

  • Partner cross-functionally across business units to advocate for Firm interests, support Firm success, and deliver a seamless service experience.

  • Lead and coordinate transitions for Member Firms, Affiliate Firms, Marketers, and firm personnel-including new firm/individual onboarding, departures, ownership changes, and organizational updates.

  • Connect Firms with appropriate M resources, solutions, subject matter experts, and best practices.

  • Monitor, track, and resolve Firm inquiries, ensuring timely follow-through, accountability, and communication.

  • Facilitate adoption of M programs, service platforms, and strategic initiatives.

  • Identify and escalate service gaps and improvement opportunities while sharing Firm feedback, trends, and insights with internal stakeholders.

  • Maintain accurate documentation of Firm interactions, activities, commitments, and projects within Salesforce and other tracking systems.

  • Support collaboration, networking, and knowledge sharing across the Firm community.

  • Contribute to process improvement initiatives that enhance operational efficiency and overall Firm experience.

  • Stay informed on M resources, industry trends, and business practices to provide effective guidance and support.

  • Own the end-to-end relationship lifecycle, ensuring Firms receive a consistent, proactive, and high-touch experience throughout their engagement with M.

Qualifications:
  • Bachelor's degree or equivalent experience; business, marketing, financial services, operations, or related field preferred.

  • Ideally seven years or more of relevant experience managing complex stakeholder relationships, preferably in financial services, insurance, broker-dealer/RIA, or wealth management.

  • Knowledge of relationship and project management principles and the ability to coordinate complex initiatives across multiple stakeholders.

  • Proficiency with Microsoft Office Suite and experience using CRM or tracking systems; Salesforce experience preferred.

  • Strong written and oral communication skills, including prompt responses, clear documentation, and professional follow-up.

  • Strong organizational, follow-through, time management, and prioritization skills with the ability to adjust quickly in a fast-paced, high-demand environment.

  • Demonstrated ability to own outcomes, track commitments, resolve issues, and escalate appropriately when barriers arise.

  • Consultative mindset with the ability to think critically and understand Firm needs, connect resources, share best practices, and support adoption of M solutions and service platforms.

  • Team player with a positive, solutions-oriented attitude and the ability to navigate ambiguity, change, and competing priorities.

  • Proven ability to build rapport and collaborative relationships with external stakeholders, internal colleagues, and cross-functional leaders.

  • Ability to influence without direct authority and coordinate outcomes across multiple stakeholders and business units.

Job Conditions & Environment:
  • This position is based on-site at our offices in Uptown at the Quad in Dallas, TX with the flexibility to work one day per week remotely.

  • Normal office environment/desk assignment.

  • Travel approximately 15-20% of the time.

  • Regularly operates a computer and other standard office equipment to perform essential job functions, such as data entry, document preparation, and electronic communication.

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position's activities and requirements, management reserves the right to modify, add or remove duties as necessary.
M Financial is proud to be an equal opportunity workplace.
#LI-KS1
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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