Client Relationship Manager

Acrisure • San Diego, CA

2d • $75,000 - $90,000 • Onsite

About The Position

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

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

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level