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.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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