Client Relationship Manager

Acrisure; San Diego (CA); On-site; USD 75,000 - 90,000; Full time

Benefits offered by this job

Comprehensive medical insurance

Generous paid time off

401(k) plan with immediate vesting

Paid maternity and paternity leave

Job summary

A leading fintech company is seeking a Client Relationship Manager in San Diego to drive business growth and expand client relationships. The ideal candidate will have 2+ years of client-facing experience in the insurance industry, and an active Life & Health license. Strong proficiency in technology and communication skills are essential. This role offers a competitive salary and a range of benefits designed to support your well-being and professional growth.

Qualifications

• 2+ years of experience in a client-facing or business development role, preferably in the insurance industry.
• Active Life & Health license is required.
• Strong phone presence and computer proficiency are essential.

Responsibilities

• Develop and nurture long-term relationships with clients.
• Serve as the main point of contact for client inquiries and support.
• Identify opportunities for client growth and retention.
• Support sales teams with client insights.

Skills

Client relationship management

Technology proficiency

Communication skills

Business development

Education

High school diploma required

Bachelor’s degree preferred

Tools

CRM platforms

AI-driven tools

Job description

About Acrisure

A global fintech leader, Acrisure empowers millions of ambitious businesses and individuals with the right solutions to grow boldly forward. Bringing cutting‑edge technology and top‑tier human support together, we connect clients with customized solutions across a range of insurance, reinsurance, payroll, benefits, cybersecurity, mortgage services – and more.

Job Summary

Acrisure is seeking a Client Relationship Manager to join our growing SBMA team in San Diego. SBMA, a third‑party administrator, is an affordable ACA‑compliant benefits provider to thousands of employers. Their goal is to simplify the complexity of providing employee benefits. SBMA is different because of its personal service, speed of implementation, and innovative approach to benefits coverage.

Do you thrive in an environment where technology, data, and relationships intersect? At Acrisure, we’re redefining what it means to be a client relationship manager professional – giving you cutting edge tools and the backing of a $4.8B global fintech leader.

As a high‑performing Client Relationship Manager, you will drive business, deepen client relationships and expand Acrisure’s footprint.

Responsibilities

• Develop and nurture long‑term relationships with clients.
• Serve as the main point of contact for inquiries, support, and strategic discussions.
• Conduct regular check‑ins to assess client satisfaction and evolving needs.
• Identify opportunities for growth.
• Support sales teams by providing client insights and referrals.
• Help develop strategies to increase client retention and revenue.
• Address client concerns promptly and professionally.
• Provide tailored solutions based on client goals.
• Escalate complex issues to appropriate internal teams when necessary.
• Work closely with operations, product, and marketing teams to deliver client solutions.
• Communicate client feedback to internal stakeholders to improve offerings.

Requirements

• 2+ years of experience in a client‑facing, advising, or business development role (insurance industry required).
• Active Life & Health license required.
• Demonstrated proficiency with technology, including CRM platforms and AI‑driven tools.
• Proven track record of client growth, retention, and leveraging technology to support business outcomes.
• Ability to travel as needed.
• Strong phone presence, communication skills, and computer proficiency.

Education and Experience

• High school diploma required. Bachelor’s degree or higher preferred.

Pay Details

The base compensation range for this position is $75,000 – $90,000. This range reflects Acrisure's good faith estimate at the time of this posting. Placement within the range will be based on a variety of factors, including but not limited to skills, experience, qualifications, location, and internal equity.

Candidates should be comfortable with an on‑site presence to support collaboration, team leadership, and cross‑functional partnership.

Why Join Us

At Acrisure, we’re building more than a business, we’re building a community where people can grow, thrive, and make an impact. Our benefits are designed to support every dimension of your life, from your health and finances to your family and future.

Making a lasting impact on the communities it serves, Acrisure has pledged more than $22 million through its partnerships with Corewell Health Helen DeVos Children’s Hospital in Grand Rapids, Michigan, UPMC Children’s Hospital in Pittsburgh, Pennsylvania and Blythedale Children’s Hospital in Valhalla, New York.

Employee Benefits

• Physical Wellness: Comprehensive medical insurance, dental insurance, and vision insurance; life and disability insurance; fertility benefits; wellness resources; and paid sick time.
• Mental Wellness: Generous paid time off and holidays; Employee Assistance Program (EAP); and a complimentary Calm app subscription.
• Financial Wellness: Immediate vesting in a 401(k) plan; Health Savings Account (HSA) and Flexible Spending Account (FSA) options; commuter benefits; and employee discount programs.
• Family Care: Paid maternity leave and paid paternity leave (including for adoptive parents); legal plan options; and pet insurance coverage.
• … and so much more!

This list is not exhaustive of all available benefits. Eligibility and waiting periods may apply to certain offerings. Benefits may vary based on subsidiary entity and geographic location.

Acrisure is an Equal Opportunity Employer. We consider qualified applicants without regard to race, color, religion, sex, national origin, disability, or protected veteran status. Applicants may request reasonable accommodation by contacting [e-mail].

Final candidates will be required to complete post‑offer verification processes related to the role and in accordance with applicable laws.

California Residents: Learn more about our privacy practices for applicants by visiting the Acrisure California Applicant Privacy Policy.

Recruitment Fraud: Please visit here to learn more about our Recruitment Fraud Notice.

Welcome, your new opportunity awaits you.