Relationship Manager

MGT Insurance

$90K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Business, Marketing, Finance, Risk Management, or equivalent experience.
  • 2 to 4+ years in relationship management, partner success, or account management, preferably in insurance or insurtech.
  • Demonstrated success in growing a book of business or partner engagement through proactive management.
  • Active state Property & Casualty insurance license preferred; industry designations are a plus.
  • Strong analytical skills to interpret performance data and market trends.

Responsibilities

  • Build and strengthen relationships with independent agents and brokers.
  • Drive partner activation initiatives to increase monthly business volume.
  • Onboard and train new broker partners in quoting and servicing policies.
  • Analyze partner performance to identify growth opportunities.
  • Collaborate with internal teams to advocate for partner needs and improve experience.
  • Develop scalable workflows for partner onboarding and support.

Benefits

  • Commission-based compensation structure.
  • Supportive work environment with minimal supervision.
  • Opportunities for professional development and training.
  • Networking with independent agents and brokers across the industry.
Full Job Description
Position Overview

Working alongside the Territory Manager/Marketing Manager, the Relationship Manager will foster growing partnerships with independent agents and broker partners across MGT Insurance's distribution network. This role acts as the primary point of contact for partner onboarding, activation, and retention. The primary focus is to drive profitable premium growth, expand platform adoption, and ensure partners are fully equipped to quote, bind, and service business through proactive relationship management and service excellence.

Core Responsibilities
  • Partner Relationship Management: Build, maintain, and strengthen relationships with independent agents and broker partners, serving as their primary point of contact for onboarding, servicing, and ongoing support.
  • Growth & Distribution Strategy: Drive partner activation and engagement initiatives to grow monthly bind volume, quote activity, and written premium across the distribution platform.
  • Onboarding & Training: Onboard and train new broker partners, equipping them with the tools, product knowledge, and workflows needed to quote, sell, and service policies effectively.
  • Market & Performance Analysis: Track partner performance, market trends, and competitive insights to identify growth opportunities and refine distribution strategy.
  • Internal Collaboration: Partner closely with Sales, Insurance, Product, and Engineering teams to advocate for partner needs and prioritize platform enhancements that improve the partner experience.
  • Service Standards & Process Improvement: Develop and refine service SLAs and scalable workflows for partner acquisition, onboarding, and support that reduce response/resolution times and repetitive service issues.
Key Skills & Competencies
  • Relationship Building: Exceptional interpersonal and communication skills to act as a trusted advisor to agency principals and broker partners.
  • Insurance & Distribution Knowledge: Working knowledge of commercial lines products (e.g., BOP) and independent agent distribution models.
  • Analytical Skills: Proficiency in reading performance data, tracking partner metrics, and analyzing market and production trends.
  • Process & Service Orientation: Ability to build and refine SLAs and workflows that scale partner support and onboarding without adding headcount.
  • Self-Motivation: Ability to manage a high volume of partner touchpoints across phone, email, and chat, and work autonomously with minimal direct supervision.
Typical Requirements & Qualifications
  • Education: Bachelor's degree in Business, Marketing, Finance, Risk Management, or equivalent professional industry experience.
  • Experience: 2 to 4+ years of combined experience in relationship management, partner/broker success, account management, or a related distribution role, ideally within insurance or insurtech.
  • Track Record: Demonstrated success growing a book of business, partner engagement, or production volume through relationship-building and proactive account management.
  • Licensing/Designations: Active state Property & Casualty (P&C) insurance license a plus. Industry professional designations are a plus.


Compensation: This is a commission-based role with expected On-Target Earnings (OTE) of $90K-$130K. OTE represents the expected total annual compensation (base salary plus commission) for employees meeting performance expectations. Actual compensation may vary based on location, experience, qualifications, and individual performance.

We recognize that no candidate will meet every qualification and encourage individuals with relevant experience and interest in the role to apply.

Please note: MGT does not accept unsolicited resumes from staffing vendors, including recruitment agencies and/or search firms. Please do not forward resumes to our jobs alias, MGT employees, or any other company location. Any submittals without a prior signed agreement will become property of MGT.

This job description is intended to outline the general nature and level of work performed by employees in this role. It is not an exhaustive list of all responsibilities, duties, or qualifications required. MGT Insurance reserves the right to modify, interpret, or apply this job description in any way the company deems appropriate.

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