Remote Commercial Relationship Manager Jobs
Remote Commercial Relationship Manager jobs are open across the U.S. at remote-first firms and distributed teams in banking, fintech, insurance, and commercial lending. Employers hiring remotely right now include M&T Bank, Huntington Bank, and Quaint Oak Bank. See the openings below and apply to the ones that match your experience.
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- Serve as primary contact for assigned book of business to develop, maintain and strengthen client relationships.
- Convert new business opportunities from either Liberty’s Business Development Unit, referrals from the existing book of business or their own network of relationships into new clients for Liberty.
- Provide strategic planning and risk management consulting advice to clients and recommend appropriate solutions as needed throughout the duration of the relationship.
- Increase profitability of the team and Liberty as a whole by identifying cross-sell opportunities.
- Responsible for carrier marketing of new and renewal policies.
- Seek referral opportunities and develop centers of influence in order to drive and capture new business opportunities.
- Design and deliver full client presentations/proposals, client advocacy reports, client service plans and schedules for new and renewal business.
- Manage service requests in collaboration with Assistant Relationship Manager, including use of Service Center and Processing Center as needed.
- Act as Company liaison with carriers and clients regarding complaints, claims, and grievances related to assigned accounts and escalate as appropriate.
- Service Company and clients in a manner to avoid potential exposure to E&O claims.
- Alert team members and Company executives of incidents that may require intervention.
- Be responsive to all requests received via phone and e-mails.
- Maintain current, consistent, detailed documentation on all client activity, phone conversations, and correspondence in AMS360.
- Ability to work independently.
- Demonstrate excellent verbal and written communication skills.
- Participate with executives, senior management, and other team members (departments/personnel) on special projects and on the formulation and implementation of
- Company policies and procedures, as needed.
- Participate in seminars and classes to continue development of qualifications, expertise, and experience.
- Keep informed of industry developments through review of trade press and by attending
- insurance carrier training meetings on new products, and other forms of continuing education.
- Proven ability to pursue and close sales, including cross-selling and developing a book of business.
- Minimum 5 years’ experience in a client-facing role handling accounts varying in size.
- Active Ohio Property & Casualty Insurance license
- Strong knowledge of commercial insurance and products and able to apply knowledge of coverage forms in the analysis of program design, the identification of coverage gaps, and ongoing coverage consultation.
- Basic MS Office skills and familiarity with other relevant online tools.
- Qualified applications with arrest or conviction records WILL be considered for employment. For positions in our organization that require a state insurance license to perform the duties described herein, applicants must meet the state licensing requirements as required by the applicable DOI, must not have been disqualified or barred from licensure, and must not have been prohibited from conducting the business of insurance under Title 18 U.S. Code, §§1033 and 1034 to qualify for that role
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Find JobsRemote Commercial Relationship Manager Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
What Employers Look For
The qualifications that appear most often in remote commercial relationship manager jobs.
- Bachelor's degree in finance, business, economics, or a related field
- 3 to 7 years of commercial banking, lending, or business development experience
- Proven ability to manage and grow a portfolio of commercial client accounts
- Strong credit analysis skills and familiarity with commercial loan structures
- Experience with CRM platforms such as Salesforce or nCino
- Series 6, Series 63, or relevant state insurance licensing preferred for some roles
Tips for Your Remote Commercial Relationship Manager Job Search
Apply early to remote roles that fit
Migrate Mate lists remote commercial relationship manager openings from across the U.S. in one place, so you can find roles that match your background and apply directly. Remote postings at distributed teams often close faster than on-site ones, so checking regularly matters.
Prove your async communication skills upfront
Remote commercial relationship manager hiring managers look for evidence you can build trust in writing. Keep your cover letter tight, client-focused, and outcome-driven. A sample client-facing email or proposal excerpt attached to your application signals immediately that you can manage relationships without face-to-face support.
Document your CRM usage and pipeline management
Remote employers expect you to own your book of business inside a CRM without supervision. Specify which platforms you've used, how large a portfolio you managed, and how you structured your follow-up cadence. Salesforce, HubSpot, or similar tools should appear prominently and specifically in your resume.
Prepare for video-based relationship role-plays
Many distributed teams add a video role-play round to remote interviews for commercial relationship managers, asking you to handle a client objection or open a new account conversation over video. Practice framing value clearly on camera, since that's the medium you'll use daily once hired.
Remote Commercial Relationship Manager Jobs: Frequently Asked Questions
How do I get a remote commercial relationship manager job?
Focus on companies with distributed sales or lending teams, since those employers already have the infrastructure and culture to support remote relationship work. Remote hiring managers screen heavily for self-direction, CRM fluency, and strong written communication, because you won't be walking the floor to follow up in person. Demonstrating a history of independently managing a book of business and closing deals without in-office support gives you a clear edge.
Which companies hire remote commercial relationship managers?
Employers currently hiring remote commercial relationship managers include M&T Bank, Huntington Bank, and Quaint Oak Bank, per current remote listings on Migrate Mate as of November 2026. Remote-first banks, fintech platforms, commercial insurers, and distributed lending operations are the most consistent sources of these openings.
Can you get a remote commercial relationship manager job with no experience?
Yes, but remote entry-level roles are harder to land because employers expect you to manage client relationships independently from day one without in-person coaching. Your best path in is through remote-first fintech startups or inside sales roles that transition into relationship management. Demonstrating CRM proficiency, strong written client communication samples, and any measurable results from internships or adjacent sales roles can substitute for direct experience.
Do you need a degree for remote commercial relationship manager jobs?
Not always. Many remote employers in fintech and commercial lending weigh demonstrated portfolio growth, CRM expertise, and client retention results alongside or instead of a formal degree. A bachelor's in finance or business helps at traditional banks, but distributed teams at growth-stage companies often prioritize what you can show over what credential you hold.
Which industries hire the most remote commercial relationship managers?
The sectors hiring the most remote commercial relationship managers are Banking & Financial Services, based on current remote listings on Migrate Mate as of November 2026. These industries rely on distributed teams to cover national client bases without requiring relationship managers to be tied to a single office location.
See All 7 Remote Commercial Relationship Manager Jobs
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