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Insurance Relationship Manager Jobs in Riverview, FL

CIBC US

Senior Relationship Manager

Tampa, FL · Hybrid

$200K - $250K/yr

Manage client relationships - Oversee a portfolio to ensure client retention and business growth ... Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave ...

CIBC

Senior Relationship Manager

Tampa, FL · Hybrid

$200K - $250K/yr

Manage client relationships - Oversee a portfolio to ensure client retention and business growth ... Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave ...

CIBC

Senior Relationship Manager

Tampa, FL · On-site

$200K - $250K/yr

Manage client relationships - Oversee a portfolio to ensure client retention and business growth ... Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave ...

PNC Bank

Relationship Manager III - C&IB

Tampa, FL · On-site

As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...

PNC

Relationship Manager III - C&IB

Tampa, FL · On-site

As a(n) Relationship Manager III - C&IB within PNC's Commercial Banking organization, you will be ... This position is subject to the requirements of Section 19 of the Federal Deposit Insurance Act ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Riverview, FL

Insurance Relationship Manager information

See Riverview, FL salary details

$25K

$72K

$125.3K

How much do insurance relationship manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for insurance relationship manager in Riverview, FL is $71,982.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,000.00 and $94,100.00 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 Riverview, FL?

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

What job categories do people searching Insurance Relationship Manager jobs in Riverview, FL look for?

The top searched job categories for Insurance Relationship Manager jobs in Riverview, FL are:

What cities near Riverview, FL are hiring for Insurance Relationship Manager jobs?

Cities near Riverview, FL with the most Insurance Relationship Manager job openings:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Riverview, FL as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, and 5% Contract. Highlights an 92% Physical, 1% Hybrid, and 7% Remote job distribution, with an average salary of $71,982 per year, or $34.6 per hour.

Relationship Manager

Dynasty Financial Partners, LLC

Saint Petersburg, FL • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Job description

Description:

Dynasty Financial Partners is seeking a VP, Relationship Management to join our Relationship Management Team. This is one of the most critical roles within the firm — serving as the primary point of contact and strategic advisor for our Network Partner firms. The VP will be responsible for managing and deepening client relationships, driving profitability, and acting as a true business partner to firm leadership. 


Requirements:


Relationship Management

  • Serve as the primary relationship owner for a portfolio of Dynasty Network Partner firms.
  • Ensure clients receive timely, high-quality responses to all inquiries.
  • Act as an outsourced Chief Operating Officer (OCOO), enabling firm principals to stay focused on growth.
  • Apply creative problem-solving to address a wide variety of client situations.

Strategic Advisory

  • Partner with firm principals to design and implement business plans aligned with their growth objectives.
  • Assist in evaluating and optimizing RIA internal team structures.
  • Provide ongoing, candid feedback on business model effectiveness with a specific focus on client development and retention.

Project Management

  • Lead and coordinate cross-functional initiatives involving multiple internal and external stakeholders.
  • Manage multiple concurrent projects to clear milestones and timelines.
  • Synthesize information from various parties and deliver clear, concise communication to clients and Dynasty senior leadership.

Travel

  • Expected travel of 40–60% to visit Network Partners and attend industry events.
Requirements:

Qualifications:


We are looking for candidates with experience in one or more of the following areas:

• Wealth Management — Direct experience as an advisor, manager, or in a support role, with deep knowledge of the operations and client relationships involved in running a wealth management firm.

• Practice Management — Demonstrated ability to work with advisors and firm leaders to drive growth, improve profitability, and enhance operational efficiency.

• Management Consulting — Experience diagnosing business challenges and delivering structured, actionable recommendations.


Additional requirements:

• Self-starter with strong initiative and ability to work independently with minimal supervision.

• Excellent verbal and written communication skills, including public speaking and presentation delivery.

• Highly organized, detail-oriented, and able to manage multiple priorities simultaneously.

• Intellectual curiosity and strong critical thinking skills.

• Collaborative team player with a willingness to contribute beyond defined responsibilities.

• Proficiency in Microsoft PowerPoint and Excel.


Benefits:

  • Health Insurance
  • Dental insurance
  • Vision insurance
  • Retirement plan 401(k)
  • 401(k) matching
  • Paid Time Off 
  • FSA/HSA benefits plans
  • Disability benefits
  • Voluntary Life Insurance
  • Basic Life Insurance


EQUAL EMPLOYMENT OPPORTUNITY: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.