Client Relationship Manager: Benefits & Growth

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

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.