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 Huntington National Bank, Vanta, and Birdeye. See the openings below and apply to the ones that match your experience.
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Showing 5 of 9+ Remote Commercial Relationship Manager jobs
INTRODUCTION
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary
The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
PRIMARY RESPONSIBILITIES
- Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
- Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
- Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
- Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
- Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
- Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
- Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
- Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
- Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings.
- Maintain high standards of accuracy, timeliness, and completeness in all interactions.
- Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.
REQUIRED KNOWLEDGE & EXPERIENCE
- Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm.
- Strong analytical and problem-solving skills.
- Ability to manage multiple projects and priorities effectively.
- A commitment to providing exceptional client service.
- Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
- Strong attention to detail when reviewing materials for completeness and accuracy.
- Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and digital workflow tools.
- Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
- Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
- Demonstrates firm's core values with aligned corporate culture, including reliability, integrity, and follow-through; communicates clearly about status and next steps.
- Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
- Strong presentation skills, both verbal and written communications.
QUALIFICATIONS
- Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
- Current state license required (Property & Casualty).
- 2–4+ years of commercial insurance and account management experience.
- Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
- Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.
- Experience coordinating with offshore teams or third-party partners is preferred.
SKILLS & BEHAVIORS
Functional/Technical Skills
- Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
- Client Advisory: Applies expertise to inform recommendations and provide guidance in Commercial Risk (coverage strategy, exposure analysis).
- Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
- Systems Agility: High proficiency in Agency Management Systems (e.g., Applied Epic), Microsoft Excel, AI-enabled tools, and digital workflow platforms.
Behaviors
- Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
- Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
- Peer Relationships: Can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
- Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
INTRODUCTION
The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.
Position Summary
The Client Relationship Manager (CRM), Commercial Risk, is the primary liaison between insurance carriers and clients, managing commercial insurance programs, renewals, and day-to-day service inquiries. They ensure policy compliance, analyze coverage and exposure trends, and provide practical guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical commercial insurance knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent "Peace of Mind" client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.
PRIMARY RESPONSIBILITIES
- Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and recommendations.
- Assess client needs and develop tailored coverage solutions, including evaluating existing programs and identifying opportunities for additional or enhanced coverage.
- Lead the renewal process by preparing, analyzing, and effectively presenting coverage options, benchmarking, loss experience, exposure analysis, and program design alternatives.
- Manage the client service calendar, including onboarding, renewals, policy issuance, compliance updates, and delivery of required policy documentation.
- Ensure insurance programs comply with applicable federal and state regulations and oversee related compliance activities including policy documentation and regulatory filings.
- Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.
- Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
- Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
- Develop client-facing communication materials, including coverage summaries and client risk reports, and coordinate or conduct renewal meetings.
- Maintain high standards of accuracy, timeliness, and completeness in all interactions.
- Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.
REQUIRED KNOWLEDGE & EXPERIENCE
- Strong industry knowledge of commercial insurance programs, preferably in a brokerage firm.
- Strong analytical and problem-solving skills.
- Ability to manage multiple projects and priorities effectively.
- A commitment to providing exceptional client service.
- Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
- Strong attention to detail when reviewing materials for completeness and accuracy.
- Proficiency with Agency Management Systems (e.g., Applied Epic), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and digital workflow tools.
- Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
- Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
- Demonstrates firm's core values with aligned corporate culture, including reliability, integrity, and follow-through; communicates clearly about status and next steps.
- Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
- Strong presentation skills, both verbal and written communications.
QUALIFICATIONS
- Bachelor's degree in business, insurance, finance, or related field; professional insurance designation preferred.
- Current state license required (Property & Casualty).
- 2–4+ years of commercial insurance and account management experience.
- Excellent verbal and written communication skills to deliver presentations to decision-makers and clients.
- Foundational understanding of commercial insurance processes and renewal workflows, including functional knowledge of coverage structures and program types.
- Experience coordinating with offshore teams or third-party partners is preferred.
SKILLS & BEHAVIORS
Functional/Technical Skills
- Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
- Client Advisory: Applies expertise to inform recommendations and provide guidance in Commercial Risk (coverage strategy, exposure analysis).
- Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
- Systems Agility: High proficiency in Agency Management Systems (e.g., Applied Epic), Microsoft Excel, AI-enabled tools, and digital workflow platforms.
Behaviors
- Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
- Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
- Peer Relationships: Can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
- Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.
The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.
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Find JobsRemote Commercial Relationship Manager Job Market
Who's Hiring
- Huntington National Bank3
- Vanta1
- Birdeye1
- Smartsheet1
- Huntington Bank1
Top Industries Hiring
- Banking & Financial Services5
- Technology & Software2
- Accounting & Auditing1
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.
Target remote-first firms in your sector focus
Remote commercial relationship manager roles concentrate at companies built around distributed teams, not those offering remote as a reluctant exception. Identify fintech platforms, commercial lenders, or insurers that have operated remotely from their founding, since they have onboarding and client handoff processes designed for your setup.
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 Huntington National Bank, Vanta, and Birdeye, per current remote listings on Migrate Mate as of June 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, Technology & Software, and Accounting & Auditing, based on current remote listings on Migrate Mate as of June 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 9 Remote Commercial Relationship Manager Jobs
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