What are the responsibilities and job description for the Client Relationship Manager position at Staff Benefits Management and Administrators?
SBMA is seeking a Client Relationship Manager to join our growing 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. SBMA is currently seeking a Client Relationship Manager to join our growing team.
We’re seeking a high-performing Client Relationship Manager to drive business, deepen client relationships, and expand our 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.
Key Responsibilities
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.
Client Relationship Management
- 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
Business Development & Growth
- Identify opportunities
- Support sales teams by providing client insights and referrals
- Help develop strategies to increase client retention and revenue
Client Support & Issue Resolution
- Address client concerns promptly and professionally
- Provide tailored solutions based on client goals
- Escalate complex issues to appropriate internal teams when necessary.
Internal Collaboration
- 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 client-facing, advising, or business development role (insurance industry required).
- Active Life & Health license required.
- High school diploma required, bachelor’s degree or higher preferred.
- 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.
- Additional requirements as needed.
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Vision insurance
Work Location: Hybrid remote in San Diego, CA 92108
Salary : $75,000 - $90,000