Client Relationship Manager

Acrisure•San Diego, CA

13d•$75,000 - $90,000•Onsite

About The Position

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. In the last twelve years, Acrisure has grown in revenue from $38 million to almost $5 billion and employs over 19,000 colleagues in more than 20 countries. Acrisure was built on entrepreneurial spirit. Prioritizing leadership, accountability, and collaboration, we equip our teams to work at the highest levels possible. 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. The most successful client relationship manager professionals today are data-driven consultants – blending human connection with technology, insights and AI to deliver exceptional results for our clients. At Acrisure, you’ll join that evolution.

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.

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.
Conduct regular check‑ins to understand client needs and satisfaction
Identify opportunities
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.

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.

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