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Insurance Relationship Manager Jobs (NOW HIRING)

SmartBank

Relationship Manager

Pensacola, FL

Relationship Manager SmartBank Associates enjoy an AMAZING benefits package ... Comprehensive benefits- medical, dental, vision, life, and disability insurance * Matching 401(k)

Morton Wealth

Relationship Manager

Calabasas, CA · On-site

This Relationship Manager role is a designed pathway for experienced professionals who are ... insurance policies and/or estate documents. * Provide advisory team with updates on current ...

DataAnnotation

Relationship Manager

Honolulu, HI · Remote

$50 - $60/hr

Join to apply for the Relationship Manager role at DataAnnotation . We are looking for a ... Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This ...

Bill Good Marketing

Relationship Manager

Novi, MI

$70K - $85K/yr

What You'll Do As our Relationship Manager, you're the connective tissue between our clients and ... Health insurance stipend * 401(k) with match * Paid time off * A team that actually enjoys working ...

Ballston Spa Bancorp

Relationship Manager

Latham, NY · On-site

... life insurance, 401(k) with company match, pension plan, generous paid time off. Invest in your future at BSNB! BSNB is seeking an enthusiastic Relationship Manager to join our team. Join a ...

Ballston Spa National Bank

Relationship Manager

Latham, NY · On-site

$54K - $73K/yr

The Relationship Manager will coach, motivate, and provide ongoing training in referrals, bank ... This includes medical, dental, vision, company-paid life insurance, voluntary insurances, both a ...

AgWest Farm Credit

Relationship Manager

Paso Robles, CA · Hybrid

$80K - $110K/yr

We are in search of a Relationship Manager I or Relationship Manager II to join our California Lending and Insurance department in Paso Robles. This full-time position reports to the SVP, Portfolio ...

New

Flagstar Bank

Relationship Manager

New York, NY · On-site

$101K - $173K/yr

Position Title Relationship Manager Location New York, NY 10018 Job Summary The Relationship ... life, and disability insurance, as well as a comprehensive leave program. Please click the ...

Flagstar Bank

Relationship Manager

New York, NY · On-site

$101K - $173K/yr

Position Title Relationship Manager Location New York, NY 10018 Job Summary The Relationship ... life, and disability insurance, as well as a comprehensive leave program. Please click the ...

DataAnnotation

Relationship Manager

Providence, RI · Remote

$50 - $60/hr

Join to apply for the Relationship Manager role at DataAnnotation We are looking for a Relationship ... Financial Accounting, Investment Banking, Wealth Management, and Insurance Planning. Benefits This ...

Copper

Relationship Manager

Manhattan, NY · On-site

In addition to industry-leading security certifications, Copper has one of the strongest insurance ... The Global Relationship Management team sits within the Commercial department. The core function of ...

SmartBank

Relationship Manager

Pensacola, FL · On-site

Relationship Manager SmartBank Associates enjoy an AMAZING benefits package ... Comprehensive benefits- medical, dental, vision, life, and disability insurance * Matching 401(k)

SEI Investments

Relationship Manager

Oaks, PA · Hybrid

Develop relationships with advisors and fund managers * Drive consultative sales of alternative ... disability insurance (premiums paid for base coverage), 401(k) match, education assistance ...

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Insurance Relationship Manager information

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$28K

$80.7K

$140.5K

How much do insurance relationship manager jobs pay per year?

As of Jun 6, 2026, the average yearly pay for insurance relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

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 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.
More about Insurance Relationship Manager jobs
What cities are hiring for Insurance Relationship Manager jobs? Cities with the most Insurance Relationship Manager job openings:
What states have the most Insurance Relationship Manager jobs? States with the most job openings for Insurance Relationship Manager jobs include:
What job categories do people searching Insurance Relationship Manager jobs look for? The top searched job categories for Insurance Relationship Manager jobs are:
Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in the United States as of May 2026, with employment types broken down into 85% Full Time, 14% Part Time, and 1% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Relationship Manager

Relationship Manager

SmartBank

Pensacola, FL

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.

Relationship Manager

SmartBank Associates enjoy an AMAZING benefits package:

  • Comprehensive benefits- medical, dental, vision, life, and disability insurance
  • Matching 401(k)
  • Generous paid time off (PTO)
  • SmartFlex Days
  • Up to 11 Paid Company Holidays
  • Incentive Program
  • Mental Health Benefits Including 8 free sessions with a coach or certified professional
  • Tuition Reimbursement
  • Community Involvement Opportunities
  • Company apparel provided at no cost

Our Relationship Managers will be held accountable for:

  • Upholding SmartBank Core Values and Core Purpose.
  • Developing new customer prospects and business for the financial institution.
  • Completing each loan application and all pre-processing functions in a timely manner. Gathers related financial and general business information, performs financial analyses needed to make credit decisions, participates in team credit decisions and communicates with prospects and customers to close sales.
  • Screening loan request based on financial institution policies and on types of loans offered by the institution. Orders appraisals, credit reports, background checks, reference checks and other information as needed on loan applicants.
  • Responsible to monitor overall profitability of relationships and negotiates terms, fees, and structures to the mutual benefit of the client and SmartBank.
  • Evaluating potential customer loan requests and makes loan recommendations to management. Reviews new laws and regulations that influence business lending within the financial institution and makes recommendations to management when necessary.
  • Communicating complex approvals or denials to the borrower. Promotes and participates in the financial institution's special credit programs and other CRA programs.

Ideal candidates for the role will include:

  • High School Diploma required.
  • Bachelor's degree business, finance or management preferred.
  • Minimum of 5 years experience in banking or sales lending field.
  • RMA - Credit Risk Certification preferred
  • Graduate School of Banking preferred
  • TBA Lending Schools - Commercial Lending preferred

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