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Insurance Relationship Manager Jobs (NOW HIRING)

... 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 ...

... 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 ...

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 ...

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 ...

The Relationship Manager (RM) is responsible for coordinating care and operations for a patient ... Ensures insurance eligibility and proper authorizations * Responsible for creating, maintaining ...

Relationship Manager

Twin Falls, ID · On-site

$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 ...

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

Relationship Manager

Paso Robles, CA · On-site +1

$83K - $144K/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 ...

Relationship Manager

Saint Louis, MO · Hybrid

$75K - $80K/yr

Relationship Manager Reports To: Manager, Client Retention - Learning & Development BAI and RMA ... ProSight offers an outstanding benefits package with comprehensive insurance coverage, a 401(k) ...

Relationship Manager Location: Cleveland,Ohio (Home based) We're currently setting up a new office ... Our package includes short and long-term disability benefits, life insurance and supplemental life ...

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 ...

Relationship Manager

Centennial, CO · Hybrid

$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 ...

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

Relationship Manager

Centennial, CO · On-site

$75K - $140K/yr

Join Our Team as a Relationship Manager! Are you an experienced professional in banking with a ... Health, Dental, Vision & Life Insurance * 401(k) & Profit Sharing * Paid Holidays * Paid Vacation ...

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Insurance Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do insurance relationship manager jobs pay per year?

As of Jul 17, 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.
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:
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

Manning & Napier

Saint Petersburg, FL

$60K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 4 days ago


Job description

Summary

As a Relationship Manager, you will be a lead client advocate, ensuring exceptional service throughout our clients' experience. You will also contribute to your team's new business development activities, including expanding wallet share of existing client relationships and prospecting new relationships across various client types, such as high-net-worth individuals, endowments & foundations, and businesses. As the primary client service contact, you will contribute to the creation of long-lasting, trusted advisory relationships.

As a Relationship Manager you will work in collaboration with a Wealth Management Advisory team. You will report to the Chief Client Experience Officer.

Responsibilities

CLIENT RELATIONSHIP MANAGEMENT

  • Serve as the primary point of contact for clients, overseeing and enhancing their end-to-end experience across all inbound interactions.
  • Build a deep knowledge of firm service offerings, financial planning capabilities, and investment products. Stay up to date on current market dynamics and overall industry trends.
  • Collaborate with Financial Consultants in conducting client meetings via telephone, video conference, and inperson interactions.
  • Oversee complex client communications and manage responses to service inquiries and customized reporting in a timely manner
  • Work with the Financial Consultant to provide broad financial planning support, which will include helping to generate baseline financial plans.
  • Initiate new account paperwork and client directives, overseeing onboarding and investment objective updates and driving cross-functional completion of all required criteria
  • Work with the Wealth Management Associates to ensure timely, accurate, and complete documentation of client information.
  • Facilitate the preparation of materials for use in client meetings.
  • Address and resolve client concerns, escalating complex or unresolved issues to management when necessary.

TEAM SALES COLLABORATION

  • Coordinate Client and Prospect meetings for the advisory team, ensuring efficient calendar management and a seamless client experience.
  • Strengthen financial planning and business development capabilities through active engagement with Advisors, formal training programs, and ongoing independent learning.
  • Collaborate with Marketing partners and internal team members to develop and execute targeted outreach and campaign initiatives for clients and prospects.
  • Plan, organize, and participate in strategic prospecting initiatives in partnership with Financial Consultants to support pipeline growth and cultivate warm leads.
  • Develop expertise in firm sales and service technologies, leveraging digital marketing, client service, and financial planning tools to support business growth and client engagement.
  • Coordinate request for proposal (RFP) reviews and response development in collaboration with the Portfolio Strategies Group on behalf of the advisory team.

Qualifications & Requirements

  • Bachelor's degree, with a concentration in Finance, Business, Economics, or Pre-law preferred
  • 3+ years of related experience with RIA, trust company, bank, brokerage, or financial planning firm preferred
  • Prior direct client relationship or sales experience preferred
  • Series 7 and 66 required, or targeted within first year of employment
  • Flexibility to travel and work outside of normal business hours to accommodate client schedules
  • Experience with Envestnet, Salesforce, & Charles Schwab preferred

Key Attributes

  • A passion for serving clients and providing an exceptional experience with a fiduciary duty of care
  • Excellent written and verbal communication skills, with the ability to succinctly summarize complex information.
  • Manage multiple priorities simultaneously, maintaining accuracy and close attention to detail.
  • A strong commitment to achieving goals, acting with a sense of urgency, and follow-through.
  • Take initiative to address challenges and solve problems proactively.

Perks

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

Compensation:$60,000 - $85,000 expected base salary.Base salary is broadly based on tenure within the firm, experience, and contribution to the team.Total compensation is comprised of base salary and multiple tiers of bonuses including discretionary, metrics-based, a third category that is reserved for top-performers that are recognized as Team Leads.