The role involves managing existing distribution relationships within multifamily, commercial real ... Conduct regular in-person visits, virtual meetings and industry event participation to strengthen ...
New
Quick apply
The role involves managing existing distribution relationships within multifamily, commercial real ... Conduct regular in-person visits, virtual meetings and industry event participation to strengthen ...
New
Quick apply
The role involves managing existing distribution relationships within multifamily, commercial real ... Conduct regular in-person visits, virtual meetings and industry event participation to strengthen ...
New
Advanced virtual communication with proven track record of success working on a phone-based client ... relationship management * Portfolio management experience with account planning and proactive ...
Advanced virtual communication with proven track record of success working on a phone-based client ... relationship management * Portfolio management experience with account planning and proactive ...
Advanced virtual communication with proven track record of success working on a phone-based client ... relationship management * Portfolio management experience with account planning and proactive ...
Advanced virtual communication with proven track record of success working on a phone-based client ... relationship management * Portfolio management experience with account planning and proactive ...
Phoenix, AZ · On-site
$99K - $157K/yr
The team includes relationship managers, treasury management officers and others that provide a ... virtual card, trust, etc. Successfulcandidates for this role will be resilient, agile ...
Phoenix, AZ · On-site
$99K - $157K/yr
The team includes relationship managers, treasury management officers and others that provide a ... virtual card, trust, etc. Successfulcandidates for this role will be resilient, agile ...
Leading executive-level relationship reviews (in-person and virtual) and facilitating regular ... Managing client contracts, rebates, and overall program strategy to ensure alignment with client ...
Leading executive-level relationship reviews (in-person and virtual) and facilitating regular ... Managing client contracts, rebates, and overall program strategy to ensure alignment with client ...
Phoenix, AZ · On-site
$99K - $157K/yr
The team includes relationship managers, treasury management officers and others that provide a ... treasury management, virtual card, trust, etc. Successful candidates for this role will be ...
Phoenix, AZ · On-site
$99K - $157K/yr
The team includes relationship managers, treasury management officers and others that provide a ... treasury management, virtual card, trust, etc. Successful candidates for this role will be ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be ... Regularly conduct in-person/virtual calls with existing clients, referrals and centers of influence ...
Experience in client facilitation in one-to-one and group conversations either virtual or in person ... Project management * Proven track record in managing small-scale projects focused on the creation ...
Experience in client facilitation in one-to-one and group conversations either virtual or in person ... Project management * Proven track record in managing small-scale projects focused on the creation ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be ... Develop relationships with clients, prospect and centers of influence through in-person/virtual ...
Scottsdale, AZ · On-site +1
$85K - $100K/yr
Virtual Agent / Conversational Designer • Strong hands-on and leadership experience in ServiceNow ... / HR tools Enable actions: • Create ticket • Retrieve data • Trigger workflows Testing ...
Scottsdale, AZ · On-site +1
$85K - $100K/yr
Virtual Agent / Conversational Designer • Strong hands-on and leadership experience in ServiceNow ... / HR tools Enable actions: • Create ticket • Retrieve data • Trigger workflows Testing ...
$26.1K - $35.6K
6% of jobs
$35.6K - $45.2K
15% of jobs
$47K is the 25th percentile. Wages below this are outliers.
$45.2K - $54.7K
19% of jobs
The median wage is $62.5K / yr.
$54.7K - $64.2K
12% of jobs
$64.2K - $73.7K
6% of jobs
$73.7K - $83.3K
9% of jobs
$92.2K is the 75th percentile. Wages above this are outliers.
$83.3K - $92.8K
9% of jobs
$92.8K - $102.3K
6% of jobs
$102.3K - $111.9K
10% of jobs
$111.9K - $121.4K
6% of jobs
$121.4K - $130.9K
2% of jobs
$26.1K
$75.2K
$130.9K
| Aspect | Virtual Relationship Manager | Customer Service Representative |
|---|---|---|
| Credentials | Relevant certifications in finance, banking, or client management | Basic customer service training or certifications |
| Work Environment | Remote, client-focused, often in financial or banking sectors | Call centers, retail, or online support roles |
| Employer & Industry | Financial institutions, banks, wealth management firms | Retail companies, telecoms, service providers |
| Search & Comparison Intent | Understanding client relationship roles, financial services jobs | Customer support, call center jobs |
The Virtual Relationship Manager primarily focuses on managing client relationships remotely within financial sectors, requiring specialized certifications. In contrast, Customer Service Representatives handle general customer inquiries across various industries, often with basic training. While both roles involve communication and client interaction, the Virtual Relationship Manager's role is more specialized and client-centric, often involving financial products and services.

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Job Description: A leading organization in the insurance industry is seeking a seasoned National Distribution Relationship Manager to expand and strengthen its national network of specialist insurance agencies and brokerages. The role involves managing existing distribution relationships within multifamily, commercial real estate, and hospitality sectors while strategically recruiting and activating new agency partners. This position requires a focus on business development, relationship management, and strategic planning, working closely with internal teams such as underwriting, claims, and operations. The ideal candidate will possess a strong background in insurance distribution, established industry relationships, and the ability to operate independently across multiple markets.
Responsibilities:
Develop and implement a comprehensive national distribution strategy targeting franchised hotel, commercial real estate and multifamily verticals.
Build and maintain a targeted prospect list of specialist agencies and brokerages with strong practices in hospitality and commercial real estate.
Engage agency principals, practice leaders, producers, and decision-makers to influence business flow and evaluate prospective partners based on expertise, geographic reach, and reputation.
Lead prospective agencies through qualification, due-diligence, contracting, appointment and onboarding processes.
Coordinate with compliance and operations to ensure licensing, coverage, agreements and documentation are in place for appointment activation.
Develop activation plans for new agencies including training, account targeting, opportunity pipelines and performance expectations.
Serve as the primary relationship owner for assigned agency partners, maintaining and expanding the existing portfolio.
Establish multiple contact levels within each agency to promote stability and growth of relationships.
Conduct regular in-person visits, virtual meetings and industry event participation to strengthen partnerships.
Create joint business plans for key agencies, including target-client profiles, growth strategies and measurable production goals.
Monitor opportunity pipelines, submission activity, quotes, conversions and overall business quality, adjusting strategies as needed.
Develop a deep understanding of Avalon’s product offerings, underwriting appetite and value proposition to effectively educate and support partners.
Provide feedback on market trends, competitor activity and partner concerns. Maintain complete records of activities within CRM systems and produce monthly and quarterly reports on partner activity, pipeline, and forecasts.
Travel approximately once per month across the country to meet with current and prospective distribution partners and industry stakeholders.
Requirements:
5+ years of experience in commercial property and casualty insurance distribution, agency development or related fields
Proven success in developing and managing relationships with insurance agencies or brokerages
Strong knowledge of commercial property insurance, underwriting processes and distribution channels
Demonstrated ability to evaluate potential agency partners and develop strategic partnership plans
Excellent negotiation, presentation and communication skills
Experience with CRM or relevant relationship management software
Ability to work independently across multiple markets and manage approximately 45 relationships and prospects
Willingness to travel nationally about once per month
Bachelor's degree in business, insurance, risk management, marketing or related field
Active property and casualty producer license (preferred); willingness to obtain and maintain required licenses
Contact: Alexandria Van Riper avanriper@jacobsongroup.com