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Insurance Relationship Manager Jobs (NOW HIRING)

AgWest Farm Credit

Relationship Manager

Twin Falls, ID · On-site +1

$89K - $142K/yr

Collaborate with the Lending and Insurance Group participating in large OAEM servicing/shadowing to assure sound risk management and guidance for high-risk credit relationships with an above average ...

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)

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 ...

Computershare

Relationship Manager

Centennial, CO · On-site

$65K - $70K/yr

Relationship Manager Location: Denver, Colorado, United States (Hybrid) In this position, you'll be ... Our package includes short and long-term disability benefits, life insurance and supplemental life ...

Team Select Home Care

Relationship Manager

Tampa, FL · On-site

The Relationship Manager (RM) is responsible for the operational oversight of an assigned client ... Ensure insurance eligibility and authorization requirements are addressed appropriately. * Adhere ...

Manning & Napier

RELATIONSHIP MANAGER

Columbus, OH · On-site

$60K - $85K/yr

Summary As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service ... Health, dental & vision insurance * Employer HSA contribution * Opt out credit * 401k employer ...

Mercer Advisors

Relationship Manager

Minneapolis, MN · On-site

... insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities ...

Mercer Advisors

Relationship Manager

Minneapolis, MN · Hybrid

... insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households. Today, we serve over 31,300 families across 90+ cities ...

New

AgWest Farm Credit

Relationship Manager

Great Falls, MT · On-site

$89K - $173K/yr

Collaborate with the Lending and Insurance Group by participating in large OAEM servicing/shadowing to assure sound risk management and guidance for high risk credit relationships with an above ...

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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 Jul 16, 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.

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 coordinate with underwriters and sales teams, use customer management tools, and may hold industry certifications to ensure client satisfaction and retention.

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.

How much is the salary of a relationship manager?

The salary of an Insurance Relationship Manager typically ranges from $50,000 to $90,000 annually, depending on experience, location, and the size of the company. Many also receive 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.

Is an RM role stressful?

An Insurance Relationship Manager role can be stressful due to managing client relationships, meeting sales targets, and handling complex policies. The job often requires strong communication skills, organization, and the ability to work under pressure, especially during busy periods or when resolving client issues.

What is the highest paid position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, or 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.
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Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in the United States as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $80,705 per year, or $38.8 per hour.
Relationship Manager

Relationship Manager

Central Bancompany

Jefferson City, MO • On-site

Full-time

Posted 15 days ago

Job description

Overview
Central Trust Company provides world-class "fee-only" wealth management solutions, including: investment management, fiduciary services, financial, estate and tax planning services; all free from conflicts of interest. We pride ourselves on providing legendary client service, being mindful of our Midwest values and never forgetting our roots, dating back for more than 120 years.
Job Summary
The Relationship Manager will be able to effectively manage a wide variety of trust and estate accounts and relationships comprised of testamentary, revocable, and irrevocable trusts, including charitable foundations, guardianships, and special needs trusts, in accordance with trust documents, applicable law, and Company policies and procedures. In addition the Relationship Manager will provide legendary service to wealth management clients, including guidance on financial planning concepts, estate planning issues, and gift, estate and income tax issues, while working with, and often leading, an outside team of professionals such as attorneys, CPAs, life insurance advisors, etc.
Job Duties
• Administration for Trusts, Estates, Individual Retirement Accounts, and Investment Management accounts
• Responsible for managing all of the administrative and fiduciary functions of the accounts assigned. This will include managing all accounts in accordance with trust documents, applicable legal requirements, and company compliance guidelines.
• Bring wealth management ideas to clients concerning estate planning issues: gift, estate, and other tax and financial concerns of the client.
• Work with clients to develop and deepen the relationship: gaining their respect as well as that of their family to foster longevity of the family relationships with the Company.
• Manage accounts with sometimes complex situations including usual assets, unique family dynamics and every changing needs of trust beneficiaries and clients.
• Manage the assigned account's relationship contact requirements for the team by initiating team communication for proactive client contact.
• Maintain a collaborative teamwork environment with affiliate Bank referral sources as well as external professionals to appropriately satisfy the special needs of wealth management clients and to communicate the benefits of trust services to clients.
Required Qualifications
• Bachelor's Degree in a related field such as finance, business, or accounting
• Minimum five (5) years of experience in fiduciary administration, estate planning or related wealth management field
• Knowledge and skills in the areas of trust and estate administration, including the administration of multigenerational trusts
• Thorough working knowledge of fiduciary laws and regulations
• Ability to analyze and interpret legal instruments and to apply sound fiduciary judgment to trust matters to ensure fulfillment of the company's fiduciary responsibilities
• Detail-oriented, with an eye for problem solving in a collaborative manner
• Excellent written, verbal, and interpersonal communication skills with a professional and compassionate delivery style
Preferred Qualifications
• Advanced degree or certification (CFP, JD, CPA, CTFA)
• 10 or more years of experience in fiduciary administration, estate planning or related wealth management field

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