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Insurance Relationship Manager Jobs in Gilbert, AZ

Integritymarketing

Relationship Manager

Scottsdale, AZ · On-site

... insurance carriers to financial professionals. Relationship Manager Relationship Managers are ... responsible for building relationships with advisors through all steps of the onboarding/client ...

ADP, Inc.

Relationship Manager

Phoenix, AZ · On-site

$60 - $80/hr

Relationship Manager Full Time Strategy Financial Insurance, LLC HQ, Phoenix, AZ, US 3 days ago Requisition ID: 1011 Salary Range: $55,000.00 To $75,000.00 Annually Relationship Manager Full‑Time ...

Nuvei

Relationship Manager

Scottsdale, AZ · On-site

Your Mission As a Relationship Manager, your objective is to foster and grow strategic partnerships ... Group Insurance Benefits * Flexible working model * Employee Assistance Program Nuvei is an equal ...

Nuvei

Relationship Manager

Scottsdale, AZ · On-site

Your Mission As a Relationship Manager, your objective is to foster and grow strategic partnerships ... Group Insurance Benefits * Flexible working model * Employee Assistance Program Nuvei is an equal ...

WaFd Bank

Relationship Manager - Senior

Scottsdale, AZ · On-site

$130K - $200K/yr

The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow ... Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance ...

WaFd Bank

Relationship Manager - Senior

Scottsdale, AZ · On-site

$130K - $200K/yr

The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow ... Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance ...

WaFd Bank

Relationship Manager - Senior

Scottsdale, AZ · On-site

$130K - $200K/yr

The Senior Relationship Manager is responsible for developing a calling plan to maintain and grow ... Life and AD&D insurance * Long-term disability * Tuition Reimbursement * Employee assistance ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Gilbert, AZ

Insurance Relationship Manager information

See Gilbert, AZ salary details

$25.3K

$72.9K

$126.9K

How much do insurance relationship manager jobs pay per year?

As of Sep 8, 2026, the average yearly pay for insurance relationship manager in Gilbert, AZ is $72,868.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,600.00 and $95,300.00 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 Gilbert, AZ?

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

What job categories do people searching Insurance Relationship Manager jobs in Gilbert, AZ look for?

The top searched job categories for Insurance Relationship Manager jobs in Gilbert, AZ are:

What cities near Gilbert, AZ are hiring for Insurance Relationship Manager jobs?

Cities near Gilbert, AZ with the most Insurance Relationship Manager job openings:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Gilbert, AZ as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 19% Part Time, and 7% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $75,112 per year, or $36.1 per hour.

Relationship Manager

Strategy Financial Insurance, LLC

Phoenix, AZ • On-site

$60 - $80/hr

Other

Posted 13 days ago

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.


Relationship Manager

Full Time Strategy Financial Insurance, LLC HQ, Phoenix, AZ, US


3 days ago Requisition ID: 1011


Salary Range: $55,000.00 To $75,000.00 Annually


Relationship Manager

Full‑Time | On‑Site | Peoria / Phoenix, AZ Salary Range: $55,000–$75,000 annually


Strategy Financial Group is an independent financial services firm dedicated to building long‑term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care.


We are seeking a Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high‑touch client experiences. This is a full‑time, on‑site role for someone who is organized, service‑minded, and energized by being a key part of a close‑knit, professional team.


Why Work at Strategy Financial Group

  • Market‑competitive compensation

  • Weekly half‑day Fridays, supporting work–life balance

  • A culture of trust, autonomy, and ownership

  • Professional, collaborative, and people‑first environment

  • Stable, growing firm with long‑term career opportunity


At Strategy Financial Group, we believe great client experiences start the moment someone walks through our doors. We’re a growing, values‑driven financial planning firm dedicated to helping our clients retire with confidence, and we do that by putting people first, acting with integrity, and working as a true team.


What You’ll Do

As a Relationship Manager, you’ll be a vital connection point between clients, advisors, and internal processes. Your work will directly support both client confidence and firm excellence.



  • Prepare and assist with customized financial plans and supporting materials

  • Support client and prospect meetings through data gathering, reporting, and follow‑up documentation

  • Manage life insurance and long‑term care applications from submission through issuance

  • Maintain accurate client records, reports, and compliance‑related documentation

  • Provide proactive, high‑quality client service and clear, timely communication

  • Partner closely with the Financial Advisor to ensure a smooth, professional client experience from start to finish


What We’re Looking For

  • 2+ years of experience in relationship management, client service, financial processing, or a similar support role

  • Strong organizational skills with a high level of attention to detail

  • Clear, professional communication skills, written and verbal

  • Proficiency in Microsoft Office (Outlook, Excel, Word, PowerPoint)

  • Bachelor’s degree preferred, but not required

  • A client‑first mindset and pride in delivering excellent service


Why Join Strategy Financial Group?

  • A collaborative, professional, and growth‑oriented environment

  • Direct exposure to financial planning and advisory work

  • The opportunity to build meaningful client relationships and develop your career

  • A firm that values integrity, follow‑through, and people—not just processes


Who Thrives in This Role

You’ll thrive in this role if you:



  • Enjoy being the trusted point of contact clients rely on

  • Take pride in being organized, prepared, and detail‑oriented

  • Communicate clearly and professionally, and follow through consistently

  • Like supporting others and being an essential part of a high‑functioning team

  • Feel energized by helping people understand complex information with confidence

  • Are proactive, thoughtful, and calm under pressure

  • Value long‑term relationships and doing work that truly matters to clients


This role is ideal for someone who finds satisfaction in doing things well, supporting meaningful client relationships, and contributing to a firm where professionalism, care, and integrity are core values.


If you enjoy supporting clients, bringing order to complex information, and being a trusted part of a professional advisory team, we’d love to hear from you.

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