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Insurance Relationship Manager Jobs in California

AgWest Farm Credit

Relationship Manager

Paso Robles, CA · On-site +1

$83K - $144K/yr

Collaborate with the Lending and Insurance Group participating in large OAEM servicing/shadowing to assure sound risk management and guidance for high-risk credit relationships with an above average ...

Sunwest Bank

Relationship Manager

Carlsbad, CA · On-site

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit ...

Sunwest Bank

Relationship Manager

Irvine, CA · On-site

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit ...

Sunwest Bank

Relationship Manager

Irvine, CA

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit ...

Avidbank

Relationship Manager

San Jose, CA

$125K - $190K/yr

Relationship Manager Position type:Full-time Pay range:$125,000 - $190,000 Division:Corporate ... vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a ...

Avidbank

Relationship Manager

San Jose, CA · On-site

Relationship Manager Position type:Full-time Pay range:$125,000 - $190,000 Division:Corporate ... vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a ...

Sunwest Bank

Relationship Manager

Carlsbad, CA · On-site

$150K - $225K/yr

Relationship Manager Departmen t: Reports to : Head of Commercial Lending or Head of Real Estate ... Federal Deposit Insurance Act This position is subject to Section 19 of the Federal Deposit ...

Santa Cruz County Bank

Relationship Manager

Santa Cruz, CA · On-site

$110K - $150K/yr

The Relationship Manager builds and maintains strong client relationships by providing personalized ... Employer paid life insurance * 401(k) with employer matching * Ongoing training, professional ...

Avidbank

Relationship Manager

San Jose, CA · On-site

$125K - $190K/yr

Relationship Manager Position type: Full-time Pay range: $125,000 - $190,000 Division: Corporate ... vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a ...

Avidbank

Relationship Manager

San Jose, CA · On-site

$125K - $190K/yr

Relationship Manager Position type: Full-time Pay range: $125,000 - $190,000 Division: Corporate ... vision, life insurance, long term disability insurance, 401k with matching, paid holidays and a ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in California

Insurance Relationship Manager information

See California salary details

$27.6K

$79.6K

$138.7K

How much do insurance relationship manager jobs pay per year?

As of Jul 28, 2026, the average yearly pay for insurance relationship manager in California is $79,648.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,800.00 and $104,100.00 per year, depending on experience, location, and employer.

What does a relationship manager do at an insurance company?

An insurance relationship manager is responsible for maintaining and strengthening relationships with clients, understanding their insurance needs, and providing tailored solutions. They often coordinate with underwriters and sales teams, use customer management tools, and may hold industry certifications to ensure client satisfaction and retention.

How does an Insurance Relationship Manager typically collaborate with internal teams to address client needs?

Insurance Relationship Managers work closely with underwriting, claims, and product development teams to ensure clients receive tailored solutions and timely service. They act as a communication bridge, relaying client feedback and concerns to the appropriate departments and coordinating responses to complex insurance inquiries. Regular meetings and cross-departmental projects are common, allowing Relationship Managers to advocate for clients while aligning with company policies and goals.

What is the difference between Insurance Relationship Manager vs Insurance Agent?

AspectInsurance Relationship ManagerInsurance Agent
CredentialsTypically requires insurance licenses, certifications in relationship management or salesRequires state-specific insurance licenses
Work EnvironmentCorporate offices, client meetings, account managementFieldwork, client consultations, sales events
Employer & IndustryInsurance companies, financial institutionsIndependent agencies, insurance carriers
Primary FocusMaintaining client relationships, cross-selling, retentionSelling insurance policies, new client acquisition

Insurance Relationship Managers focus on nurturing existing client relationships and ensuring customer satisfaction, while Insurance Agents primarily focus on selling policies and acquiring new clients. Both roles require insurance licenses and operate within the insurance industry, but their daily tasks and objectives differ significantly.

How much is the salary of a relationship manager?

The salary of an Insurance Relationship Manager typically ranges from $50,000 to $90,000 annually, depending on experience, location, and the size of the company. Many also receive performance-based bonuses and benefits. Entry-level positions may start lower, while experienced managers with certifications can earn higher compensation.

What does an Insurance Relationship Manager do?

An Insurance Relationship Manager is responsible for building and maintaining strong relationships between insurance companies and their clients, which may include businesses, brokers, or individual policyholders. They act as the main point of contact, addressing client needs, resolving issues, and ensuring customer satisfaction. Their role often involves coordinating with internal teams, identifying opportunities for cross-selling or upselling insurance products, and providing expert advice on policy options. Strong communication and problem-solving skills are essential in this position.

What are the key skills and qualifications needed to thrive as an Insurance Relationship Manager, and why are they important?

To excel as an Insurance Relationship Manager, you need a solid understanding of insurance products, sales strategies, and account management, often supported by a bachelor’s degree in business or finance. Familiarity with CRM systems, insurance underwriting tools, and relevant industry certifications like Chartered Insurance Professional (CIP) is typically required. Outstanding interpersonal skills, negotiation abilities, and proactive problem-solving distinguish top performers in this role. These competencies are crucial for building strong client relationships, driving business growth, and ensuring customer satisfaction in a competitive insurance market.

Is an RM role stressful?

An Insurance Relationship Manager role can be stressful due to managing client relationships, meeting sales targets, and handling complex policies. The job often requires strong communication skills, organization, and the ability to work under pressure, especially during busy periods or when resolving client issues.

What is the highest paid position in insurance?

In the insurance industry, executive roles such as Chief Executive Officer (CEO), Chief Underwriting Officer, or Chief Risk Officer tend to be the highest paid positions, often earning multi-million dollar compensation packages. These roles require extensive experience, leadership skills, and often advanced certifications or degrees, and they oversee company strategy, underwriting, and risk management.
What are popular job titles related to Insurance Relationship Manager jobs in California? For Insurance Relationship Manager jobs in California, the most frequently searched job titles are:
What job categories do people searching Insurance Relationship Manager jobs in California look for? The top searched job categories for Insurance Relationship Manager jobs in California are:
What cities in California are hiring for Insurance Relationship Manager jobs? Cities in California with the most Insurance Relationship Manager job openings:
Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in California as of July 2026, with employment types broken down into 100% Full Time. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $79,648 per year, or $38.3 per hour.
Relationship Manager

Relationship Manager

Financial Statement Services, Inc

Santa Ana, CA

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 27 days ago

Job description

Who We Are:

FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune 500 companies in the financial, banking, insurance and billing industries across the U.S. We're looking for a Relationship Manager to join our Business Development team in Santa Ana, CA. In this role, you'll strengthen client partnerships, drive revenue growth, and help expand our footprint across key markets. If you're energized by cultivating long-term client relationships, motivated by uncovering growth opportunities, and have experience working with Credit Union clients-we'd love to hear from you.

Why You'll Love This Role:

  • You'll drive impact by managing key client relationships and identifying ways to grow our partnerships through meaningful, strategic conversations.
  • You'll own your portfolio-working closely with the Chief Revenue Officer, you'll be empowered to lead client retention, expansion, and development efforts.
  • Your insights matter-you'll help shape how we grow, bringing real-time market feedback and your ideas to the table.
  • Hybrid schedule available, giving you a balance of collaboration and autonomy. Will work onsite at least 3 days a week during an initial training period of no less than 90 days.

Your Essential Duties:

  • Act as a strategic partner to a portfolio of clients, ensuring exceptional service, retention, and profitable growth.
  • Increase revenue by seeking out new business opportunities with current and prospective clients.
  • Build and maintain a robust pipeline of Credit Union and related industry prospects through outreach, networking, and referrals.
  • Develop and present pricing proposals and RFP responses tailored to each client's needs.
  • Represent FSSI at trade shows and industry events, especially those tied to the Credit Union space.
  • Collaborate with internal teams-Client Services, Marketing, Technical, and Leadership-to deliver seamless onboarding and support for new work.
  • Maintain all contact activity in our CRM system and contribute to monthly reporting and forecasting.
  • Travel to meet with clients and prospects as needed, with regular portfolio reviews and annual account planning.
  • Attend client conferences and FSSI meetings on a monthly, quarterly and annual basis.  
  • Serve as an escalation point for resolving client concerns and championing improvements.

Requirements

What You Bring:

  • Bachelor's degree in Business, Communications, or a related field.
  • 5+ years of experience in business development or sales. We are specifically seeking candidates who have worked with Credit Union clients or have direct experience in the Credit Union industry.
  • A proven track record of hitting targets and closing deals.
  • A self-starter mindset with the ability to work independently and make informed decisions that reflect your experience and responsibilities.
  • Strong communication and presentation skills, with a focus on building trust and long-term relationships.
  • The ability to prioritize, manage time effectively, and stay organized in a fast-paced environment.
  • Proficiency in Word, Excel, PowerPoint, and CRM tools.
  • Knowledge of social media platforms such as LinkedIn, Twitter, Facebook, Google+ and other relevant platforms.
  • A knack for learning and articulating technical concepts to non-technical audiences.

The description above is a summary of the highlights of the role, a full job description will be provided.

Benefits

Why Join Us?

  • Employee Ownership through our Employee Stock Ownership Plan (ESOP): When you join our team, you're not just an employee-you become an employee-owner, sharing in the success of our company and shaping its future.
  • Culture of CARE for our Employees: We go beyond traditional health and wellness programs, offering in person and virtual Care Partners whose only mission is the health and happiness of our employees and their families.
  • Industry Leadership: FSSI is a technology-driven leader in document services, focused on providing best-in-class services and dedicated to utilizing industry-leading software and equipment.

Benefits include:

  • 401(k) & Roth + Employee Stock Ownership Plan
  • Medical, Dental, Vision & Life Insurance
  • Vacation, sick leave and paid holidays - including your birthday!
  • Employee Assistance & Care Programs
  • Additional perks & employee award programs

Ready to grow with us? Apply today!

FSSI Careers Page

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