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Insurance Relationship Manager Jobs in Rochester, NY

Howard Hanna Holdings

Insurance Sales Agent

Rochester, NY · On-site

$45K - $75K/yr

The insurance sales position serves as the growth engine for Howard Hanna Insurance Services ... This role is responsible for achieving sales targets and effectively managing client relationships.

mul

Business Development Manager

Rochester, NY · On-site +1

... building relationships and uncovering new opportunities. This role will focus on prospecting ... Generous benefits package including medical, dental, vision, disability, life insurance and 401(k)

LAWLEY AGENCY, LLC

Insurance Advisor/Producer

Batavia, NY · On-site

$56K - $101K/yr

Reviews expirations, endorsement, claim, audit and cancellations with Account Manager * Completes ... We achieve success by building genuine relationships together, with our teams and clients * We are ...

Brite

Public Safety Account Manager - Federal

Victor, NY · Remote

$70K - $95K/yr

Leveraging your experience in federal sales, agency relationships, contract vehicles, and partner ... Must possess a valid driver's license and meet company insurance requirements. * Travel is expected ...

AMBA

Inside Sales Insurance Specialist

Rochester, NY · Remote

Are looking for an account management or relationship-only role What You Bring * Active Life and Health insurance license preferred. Candidates without an active license must be willing and able to ...

AMBA

Inside Sales Insurance Specialist

Rochester, NY · Remote

$50K - $60K/yr

Are looking for an account management or relationship-only role What You Bring * Active Life and Health insurance license preferred. Candidates without an active license must be willing and able to ...

AMBA

Inside Sales Insurance Specialist

Rochester, NY · Remote

$50K - $60K/yr

Are looking for an account management or relationship-only role What You Bring * Active Life and Health insurance license preferred. Candidates without an active license must be willing and able to ...

HMG Careers

Remote Sales Manager

Rochester, NY · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Strong verbal communication and relationship-building skills * Sales or customer service experience ...

HMG Careers

Sales Manager Remote

Rochester, NY · Remote

$69K/yr

Remote Insurance Sales Representative | Flexible Schedule | Commission-Based This position offers ... Strong verbal communication and relationship-building skills * Sales or customer service experience ...

EWASTE+

Client Services Sales Manager

Victor, NY

$70K - $120K/yr

This person should be comfortable using CRM data, campaign metrics, AI tools, automation, and ... Employer-Paid Life Insurance * Supplemental Life Insurance for self, spouse, and children

EWASTE+

Client Services Sales Manager

Victor, NY · On-site

$70K - $120K/yr

This person should be comfortable using CRM data, campaign metrics, AI tools, automation, and ... Medical, Dental and Vision Insurance Paid Time Off 401k plan with company match Short Term ...

EWASTE+

Client Services Sales Manager

Victor, NY

$70K - $120K/yr

This person should be comfortable using CRM data, campaign metrics, AI tools, automation, and ... Medical, Dental and Vision Insurance Paid Time Off 401k plan with company match Short Term ...

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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

Insurance Sales Agent

Howard Hanna Holdings

Rochester, NY • On-site

$45K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

Job description

The insurance sales position serves as the growth engine for Howard Hanna Insurance Services. This role is responsible for achieving sales targets and effectively managing client relationships. Through proactive communication with potential and existing clients you will grow the agency's book of business, ensuring client needs are met with the highest standards of service. This will include calling on lost business, unsold quotes and monoline business for account rounding. This role is the face of our agency for existing customers as well as to agency prospects.
Salary Range: $45,000.00 - $75,000.00 per year
Benefits:
  • Annual Base Salary + Commission + Bonus Opportunities
  • Flexible paid time off and vacation time
  • Health Insurance
  • 401K
  • Paid Holidays
  • Dental Insurance
  • Vision Insurance
  • Hands on Training
  • Paid Time Off (PTO)
Career Growth Opportunities
  • 1st year compensation range between $45,000 to $75,000
  • highly competitive uncapped commission, and bonus opportunities
  • Potential to make estimated $125,000 by year 3 based on productivity!
  • excellent training and support for growth!
Requirements:
  • Property & Casualty insurance license or open to licensing
Principles
  • Address difficult issues professionally and quickly
  • Listen to learn and strengthen the agency
  • Outlast the suck of adopting change
  • Be driven to achieve the agency's goals
Critical Competencies
Follow-Through
  1. Lives up to verbal and written agreements, demonstrating reliability and accountability, regardless of personal costs.
Adaptability
  1. Quickly and proficiently absorbs new information, demonstrating intelligence and adaptability in learning and applying new skills or knowledge.
Communication
  1. Communicates clearly and persuasively, both verbally and in writing, ensuring articulation without verbosity, and effectively convincing others when necessary.
Teamwork
  1. Promotes a collaborative environment by reaching out to peers and cooperating with supervisors, fostering strong team relationships and collective success.
Proactive
  1. Acts independently with initiative, bringing new ideas and solutions to the forefront, driving positive change and innovation within the company.
Organization
  1. Effectively plans, organizes, and schedules tasks, focusing on key priorities to enhance productivity.
Work Ethic
  1. Demonstrates exceptional productivity with minimal wasted effort, characterized by a dedication to working hard and efficiently. A proven track record of going beyond standard expectations, including the willingness to put in long hours when necessary to achieve outstanding results.
Excellence
  1. Sets and expects high standards for personal and team performance, striving for excellence and quality in all endeavors. Upholds the highest ethical standards, earns trust through actions, and maintains confidence by doing what is right, not just what is easy.
Receptive
  1. Maintains openness to feedback and criticism, soliciting input actively and responding calmly to enhance personal and team performance.

* Please note candidates will be emailed an assessment upon applying. To be considered, candidates must complete the assessment and we will follow up upon reviewing *
Responsibilities:
Sales and Client Management:
  • Sales agents are expected to meet a minimum monthly target of $60,000 in new business premium.
  • Regularly contact the lost business list, unsold quotes nearing renewal, and monoline accounts for reviews and rounding opportunities by using Smart Cycle in Agency Zoom.
  • Market all accounts effectively and present tailored proposals.
  • Align business placement with the agency's strategic goals.
  • Engage actively with customers, listening attentively and asking questions to understand their needs and forge strong relationships.
  • Strive to maintain a closing ratio of over 35% by adhering to the new business sales process.
Performance Improvement and Skill Development:
  • Identify training needs and develop a personal improvement plan with managerial assistance.
  • Commit to regularly enhancing technical and sales skills.
  • Aim to improve agency retention, targeting a goal of 93%.
  • Achieve at least 75% multiline accounts on average.
Operational Excellence and Efficiency:
  • Respond to new inbound inquiries within 5 minutes.
  • Conduct diligent follow-ups (5-6 calls) on new web business and after presenting pricing.
  • Complete and notate all required outbound calls tasks assigned in Agency Zoom daily, ensuring consistent client engagement.
  • Update the agency management system and carrier websites daily with information on prospects, new business, and service calls.
  • Prequalify insurance prospects for insurability and risk quality by completing the underwriting checklist..
  • Process request for Policy Coordinator to send insurance applications, including obtaining signatures, payments, binding coverage, and finalizing underwriting needs.
Marketing and Branding Support:
  • Share and participate in agency social media activities.
  • Contribute to agency branding efforts, including participating in photoshoots when invited.
  • Aim to obtain 5 new client testimonials monthly.
Administrative Duties and Client Communication:
  • Utilize the management system as instructed, recording all client interactions and updates.
  • Respond promptly (the same business day) to queries from account managers.
  • Actively seek referrals from clients and follow up with new business 30 days post-sale.
Professional Attitude and Team Collaboration:
  • Uphold a positive mental attitude and foster positive relationships with clients and agency staff.
  • Consistently work to improve efficiency, embracing technology tools and minimizing distractions.
Desired Outcomes of This Role
  • Achieve and exceed monthly sales goals.
  • Successfully engage with lost and unsold leads, converting them into active business by using smart cycle in Agency Zoom.
  • Build and maintain robust client relationships.
  • Continuously enhance personal and professional skills to align with agency goals.
Howard Hanna Insurance Services provides a one-stop shop for all things insurance, with options for home, auto, umbrella, life, and business and commercial.
www.howardhanna.com/insurance
www.facebook.com/howardhannainsurance
HowardHanna.com
Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.
HowardHanna.com
Hanna Holdings, Inc. affiliates and assigns are committed to providing equal employment opportunity to all employees and applicants for employment regardless of such factors as race, color, religion, sex, national origin, age, veteran's status or disability. The Company abides by all local, state and federal laws and regulations affecting the hiring of employees.

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