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Insurance Relationship Manager Jobs in Oxnard, CA

Anchor Loan

Client Relationship Manager

Thousand Oaks, CA · Hybrid

$70K - $85K/yr

The Client Relationship Manager partners closely with Loan Originators to support the origination ... Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance

Anchor Loan

Client Relationship Manager

Thousand Oaks, CA · On-site

$70K - $85K/yr

The Client Relationship Manager partners closely with Loan Originators to support the origination ... Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in Oxnard, CA

Insurance Relationship Manager information

See Oxnard, CA salary details

$29.7K

$85.5K

$148.8K

How much do insurance relationship manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for insurance relationship manager in Oxnard, CA is $85,465.00, according to ZipRecruiter salary data. Most workers in this role earn between $53,500.00 and $111,700.00 per year, depending on experience, location, and employer.

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?

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.

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.

What are popular job titles related to Insurance Relationship Manager jobs in Oxnard, CA?

For Insurance Relationship Manager jobs in Oxnard, CA, the most frequently searched job titles are:

What job categories do people searching Insurance Relationship Manager jobs in Oxnard, CA look for?

The top searched job categories for Insurance Relationship Manager jobs in Oxnard, CA are:

What cities near Oxnard, CA are hiring for Insurance Relationship Manager jobs?

Cities near Oxnard, CA with the most Insurance Relationship Manager job openings:

Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in Oxnard, CA as of August 2026, with employment types broken down into 1% As Needed, 72% Full Time, 23% Part Time, and 4% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $85,465 per year, or $41.1 per hour.

Client Relationship Manager

Anchor Loan

Thousand Oaks, CA • Hybrid

$70K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 29 days ago

Job description

Why Anchor Loans?

Anchor Loans is one of several operating companies owned by Pretium Partners (+$60B AUM Financial Services Entity) and is working diligently to expand and grow its lending footprint.

Anchor Loans, established in 1998, is the nation's leading private, direct lender to experienced residential real estate investors and builders, and the first to surpass $10 billion in total fundings. Renowned for expediting financing for developers and investors, we specialize in bridge loans, ground-up construction, and single-family rental solutions for non-owner-occupied projects. Headquartered in beautiful Thousand Oaks, California, Anchor Loans currently lends in 48 states and is expanding into new markets and service lines to better serve our current and future borrowers.

Position Summary:

The Client Relationship Manager partners closely with Loan Originators to support the origination process from lead through closing while delivering an exceptional borrower experience. This role combines loan structuring, pipeline management, borrower relationship management, and business development support, providing a strong foundation for growth within the Sales organization.

Essential Duties & Responsibilities:

  • Support Loan Originators in sizing, documenting, and closing loans.

  • Manage lead and loan activities in the CRM (Salesforce) on behalf of Loan Originators

  • Evaluate transactions using standardized tools to size deals, create quotes, and draft term sheets.

  • Complete file escalations including pricing, structuring, and tiering exceptions

  • Pre-qualify loan packages and obtain required borrower documentation.

  • Partner cross-functionally with Processing, Valuations, Construction, and Underwriting teams to ensure smooth loan pipeline progression.

Requirements:

  • 1-3 years of experience in mortgage lending, private lending, banking, financial services, real estate, or a customer-facing sales support role preferred.

  • Bachelor's degree in Business, Finance, Real Estate, Marketing, or a related field preferred, or equivalent experience.

  • Strong work ethic and initiative, with proven leadership or supervisory experience.

  • Strong organizational skills and attention to detail.

  • Eagerness to learn private lending and real estate finance.

  • Effective written and verbal communication.

Work Environment:

This is a hybrid position which requires in-office reporting to Anchor's Thousand Oaks office on Tuesday, Wednesday, and Thursday.

Remote work is optional Monday and Friday.

Compensation:

The base pay range for this position is $70,304 to $85,000 per year, plus annual discretionary bonus based on performance of the individual and company.

What We Offer:

The values of our employees reflect those of the company as a whole. If you embrace teamwork, innovation, and accountability you'll feel right at home. Our mission is to create opportunities for success by improving homes and communities. We set up our team members for success by offering a competitive benefits package that includes:

  • Comprehensive health insurance options including Medical, Dental, Vision, Basic Life/AD&D insurance

  • Generous sick leave & vacation benefits for rest, relaxation, and personal pursuits

  • Highly competitive performance bonus

  • 401(k) retirement program with employer match

  • Tuition reimbursement toward professional development

  • Workplace Celebrations, Team Building, Charity Drives, and Food Truck luncheons

  • Onsite gym (Thousand Oaks only)

  • 12 Paid Holidays

Diversity matters to our organization, and we are proud to be an equal opportunity employer. All qualified candidates are welcome and will receive consideration for employment regardless of race, color, religion, gender, gender identity or expression, genetic information, marital status, sexual orientation, natural origin, disability, age, veteran status, or any other protected characteristic.

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