Relationship Manager

We are looking for a Relationship Manager to support clients with attentive service and knowledgeable guidance on insurance and benefit-related matters. In this role, you will cultivate lasting client partnerships, oversee account activity with accuracy, and help ensure each customer receives responsive, high-quality support. The ideal candidate brings a strong understanding of coverage options, confidence working with group accounts, and a detail-oriented approach to communication and follow-through.

Responsibilities:

• Develop and strengthen client partnerships by providing consistent, proactive support for insurance and employee benefit needs.

• Manage day-to-day service activity for middle-market and large-group accounts, ensuring requests are handled accurately and on time.

• Maintain complete and organized account documentation, including updates to client records and transaction details.

• Respond to questions about policy coverage, benefit plans, and related services with clear and reliable guidance.

• Monitor account activity and follow up on outstanding items to help keep client needs moving forward efficiently.

• Active Life & Health Insurance License is required.
• At least 2 years of experience in relationship management, client service, or account support.
• Working knowledge of insurance products, employee benefit plans, and coverage terms.
• Experience assisting middle-market or large-group accounts is preferred.
• Strong organizational skills with careful attention to detail and record accuracy.
• Effective written and verbal communication skills with the ability to build client trust.
• Proficiency in Microsoft Office applications, including Excel.
• Detail-oriented, service-oriented approach with a strong customer focus.