ZipRecruiter

Log In

1

Insurance Relationship Manager Jobs in Rochester, NY

Five Star Bank

Relationship Banker

Honeoye Falls, NY · On-site

$19 - $24/hr

Minimum 2 years of financial services experience (banking, credit unions, lending, or insurance), with consultative sales or customer relationship management preferred. * Candidates with a strong ...

New

next page

Showing results 1-20

All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Rochester, NY

Insurance Relationship Manager information

See Rochester, NY salary details

$27.6K

$79.7K

$138.7K

How much do insurance relationship manager jobs pay per year?

As of Jun 12, 2026, the average yearly pay for insurance relationship manager in Rochester, NY is $79,650.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,800.00 and $104,100.00 per year, depending on experience, location, and employer.

What does a relationship manager do at an insurance company?

An insurance relationship manager is responsible for maintaining and strengthening relationships with clients, understanding their insurance needs, and providing tailored solutions. They often handle client inquiries, renewals, and policy adjustments, using communication and sales skills to ensure customer satisfaction and retention.

What jobs pay 2000 a day?

In the context of an Insurance Relationship Manager, high daily earnings of around $2,000 are typically associated with senior-level roles such as executive insurance agents, financial advisors, or specialized insurance consultants who have extensive experience, a strong client base, and often work on commission or performance-based pay structures. These roles usually require advanced certifications, strong sales skills, and a high level of industry knowledge. Such positions are more common in large firms or with high-value clients and may involve flexible or long working hours.

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 is RM salary?

The salary for an Insurance Relationship Manager typically ranges from $50,000 to $100,000 annually, depending on experience, location, and the size of the employer. Many RM roles also include performance-based bonuses and benefits. Entry-level positions may start lower, while experienced managers with certifications can earn higher compensation.

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, and why are they important?

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 is the highest paid position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, and Chief Risk Officer tend to be the highest paid positions, often earning multi-million dollar compensation packages. These roles require extensive experience, leadership skills, and often advanced certifications or degrees, and they oversee company strategy, underwriting, and risk management.
What are popular job titles related to Insurance Relationship Manager jobs in Rochester, NY? For Insurance Relationship Manager jobs in Rochester, NY, the most frequently searched job titles are:
What job categories do people searching Insurance Relationship Manager jobs in Rochester, NY look for? The top searched job categories for Insurance Relationship Manager jobs in Rochester, NY are:
What cities near Rochester, NY are hiring for Insurance Relationship Manager jobs? Cities near Rochester, NY with the most Insurance Relationship Manager job openings:
Insurance Relationship Manager jobs near you
RELATIONSHIP MANAGER, TAFT-HARTLEY & INSTITUTIONAL

RELATIONSHIP MANAGER, TAFT-HARTLEY & INSTITUTIONAL

Manning & Napier

Fairport, NY

$64/hr

Full-time

Medical, Dental, Vision, Retirement

Posted 29 days ago

Job description

Summary
As the Taft-Hartley & Institutional Services Relationship Manager, you will work largely independently and serve as a point of contact within the Asset Management Client Services Team for Taft-Hartley & Institutional Services. Additionally, you will work in tandem with the appropriate Vice Presidents and be responsible for high-level client and consultant communication, coordination, and relationship building. You will report to the Managing Director of Asset Management Client Services.

Responsibilities

CLIENT AND CONSULTANT SERVICING

  • Serve as a primary contact for Taft-Hartley & Institutional clients, consultants and the Taft-Hartley & Institutional Sales Team
  • Develop comprehensive knowledge of all products sold and serviced through the Taft-Hartley & Institutional Sales Team
  • Coordinate and prepare materials for client performance review meetings. This includes managing deadlines, requesting required materials, assembly, critical review and delivery to client or Consultant
  • Manage the processing of new account documents including notification to all appropriate parties, distribution of documents, and following up on status with operations, client and Consultant.
  • Initiate investment objective changes, cancellations, cash flows, and other client directives, ensuring all necessary criteria are gathered for the completion of the activity at every stage and across functional areas
  • Ensure data and fulfillment requests are addressed timely and accurately
  • Perform critical review and distribution of incoming correspondence (i.e., trading directives and actionable items)
  • Research and provide resolution to problems or issues raised by clients and Consultants. Resolution may require escalation or verbal or written correspondence
  • Compile special client and consultant reporting on a monthly, quarterly, or as needed basis
  • Monitor registration and compliance requirements

CUSTOM CONTRACT COORDINATION:

  • Coordinate and initiate the non-standard client contract review process with relevant internal and external contributors and stakeholders. Escalate items of concern as they arise
  • Create and maintain legal responses and their implementation
  • Monitor and manage various special notification requirements contained in client contracts

ADDITIONAL RESPONSIBILITIES

  • Serve as a resource with regards to firm initiatives and projects as assigned
  • Review and compile FAS 157 reports as requested
  • Coordinate response and materials for client audit and 5500 reporting requests

Qualifications

  • Bachelor's degree with an emphasis in finance, business, economics or pre-law preferred
  • Preferred 3 years financial services industry experience
  • Series 6 and 63 or equivalent preferred or targeted within 180 days of employment
  • Analytical, numbers-focused thinker
  • Excellent written and verbal communication skills
  • Ability to work in a fast-paced customer service environment with a high attention to detail

Perks

  • Health, dental & vision insurance
  • Employer HSA contribution
  • Opt out credit
  • 401k employer match
  • Paid volunteer days
  • Gym reimbursement

Compensation: $64-67k expected base salary

Apply