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Insurance Relationship Manager Jobs in San Ramon, CA

HSBC

Wealth Relationship Manager

San Francisco, CA · On-site

The Wealth Relationship Manager works closely with the Wealth Relationship Officer and the service ... Series 7, 63, 65 or 66 (in lieu of 63 and 65), Life and Health insurance licenses required As an ...

East West Bank

Premier Relationship Manager

Oakland, CA · On-site

$80K/yr

FINRA Series 6, 63, Life and Health Insurance licenses required; must obtain series 7 within 6 ... Relationship management experience with high-net-worth clients or equivalent * Strong sales ...

Axos Bank

FVP, Relationship Manager

Menlo Park, CA · On-site

$165K - $225K/yr

About This Job The First Vice President (FVP), Relationship Manager - Venture Banking at Axos Bank ... Medical, Dental, Vision, and Life Insurance * Paid Sick Leave, 3 weeks' Vacation, and Holidays ...

Axos Bank

FVP, Relationship Manager

Menlo Park, CA · On-site

$165K - $225K/yr

About This Job The First Vice President (FVP), Relationship Manager - Venture Banking at Axos Bank ... Medical, Dental, Vision, and Life Insurance * Paid Sick Leave, 3 weeks' Vacation, and Holidays ...

TriNet

Broker Relationship Manager

Dublin, CA · On-site +1

... insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is ... A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing ...

TriNet

Broker Relationship Manager

Dublin, CA · On-site

... insurance. TriNet has a nationwide presence and an experienced executive team. Our stock is ... A Brief Overview The Broker Relationship Manager (BRM) is responsible for developing, implementing ...

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All JobsInsurance Relationship JobsInsurance Relationship Manager JobsInsurance Relationship Manager Jobs in San Ramon, CA

Insurance Relationship Manager information

See San Ramon, CA salary details

$31.3K

$90.2K

$157K

How much do insurance relationship manager jobs pay per year?

As of Jul 28, 2026, the average yearly pay for insurance relationship manager in San Ramon, CA is $90,189.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,400.00 and $117,900.00 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 job categories do people searching Insurance Relationship Manager jobs in San Ramon, CA look for? The top searched job categories for Insurance Relationship Manager jobs in San Ramon, CA are:
What cities near San Ramon, CA are hiring for Insurance Relationship Manager jobs? Cities near San Ramon, CA with the most Insurance Relationship Manager job openings:
Insurance Relationship Manager jobs near you
Infographic showing various Insurance Relationship Manager job openings in San Ramon, CA as of July 2026, with employment types broken down into 1% As Needed, 72% Full Time, 21% Part Time, and 6% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $90,189 per year, or $43.4 per hour.
Relationship Manager

Relationship Manager

Commercial Bank of California

Palo Alto, CA • Remote

$100K - $150K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

Relationship Manager

Location: Palo Alto, CA | San, Jose CA
Job Type: Full-Time | Exempt | Hybrid Eligible
Salary Range: $100,000 – $150,000 per year

About Commercial Bank of California

Commercial Bank of California (CBC) is the largest Latino-owned bank in California and a certified Minority Depository Institution (MDI). Headquartered in Irvine and founded in 2003, CBC is one of the largest privately held banks in the state, with over $3.5 billion in assets as of December 2025.

We are a purpose-driven financial institution committed to building long-term relationships and delivering innovative, personalized banking solutions. Our leadership reflects the diverse communities we serve, and our mission is rooted in empowering entrepreneurs, business owners, and community leaders to thrive.

As a certified MDI, CBC is proud to play a vital role in advancing financial inclusion and economic opportunity. We believe in a higher vision for banking—one that prioritizes trust, collaboration, and community impact. Join us and be part of a team that’s redefining what it means to be a community-focused, relationship-driven bank that puts people over profits.

Job Summary

As a Relationship Manager at Commercial Bank of California, you will play a pivotal role in advancing our mission of empowering entrepreneurs, business owners, and community leaders. This role is responsible for originating and servicing a diverse portfolio of commercial and consumer credit solutions while cultivating long-term, values-based relationships. You will proactively engage with clients to understand their financial goals, provide tailored guidance, and identify opportunities to deepen relationships through deposit, lending, and treasury services.

In alignment with CBC’s commitment to life wealth and community impact, you will represent the organization at civic and community events, strengthening our presence and building meaningful connections. Your ability to develop a robust referral network and deliver a high-touch client experience will be key to driving growth and reinforcing CBC’s reputation as a purpose-driven financial institution.

Essential Duties and Responsibilities

  • Solicit new relationships through various channels for deposit and loan opportunities.
  • Recognize and act on customer prospects; cross sell opportunities with existing customers.
  • Review appraisal, environmental, and title reports to determine reliability and support for credit request.
  • Make proper referral of loan opportunities to lending personnel.
  • Actively be involved in Bank’s Business Development Program.
  • Enhancing the image and recognition of the Bank in the business and professional community.
  • Works closely with staff in structuring, analyzing and approving commercial business loans.
  • Promote a team atmosphere and coordinate with other personnel in the management of shared account relationships.
  • Manages production goals and controls income and expenses.
  • Makes decisions on administrative and operational matters pertaining to deposits and lending.
  • Complete weekly updates of Pipeline Report to ensure accurate tracking and status of lending deals within loan pipeline; monitor loan portfolio and ticklers.
  • Track monthly borrowing base certificates; track revolving lines of credits for valid maturity dates; renew or extend subject lines for client use.
  • Trouble-shoot loan account issues with Operations, Wire, New Accounts and Note Departments

Minimum Qualifications

  • Bachelor's degree (B. A.) from four-year College or University.
  • Or 5-10 years community banking experience; (highly preferred)
  • Or equivalent combination of education and experience.

Knowledge of:

  • All areas of business lending and inventory financing
  • Credit structure – all forms
  • Business development
  • Commercial deposits

Abilities:

  • Possess strong sales and marketing ability to sell Bank Services.
  • Manage priorities to ensure effective accomplishment of objectives.
  • Handle strong volume of workflow from various sources.


Benefits & Perks

  • Competitive employer contribution to medical, dental and vision coverage
  • 401k plan with employer match
  • Flexible Spending Accounts (FSA) and Dependent Care Accounts
  • Employee Assistance Program (EAP)
  • Employer provided Calm subscription
  • Employer provided mental health benefits through Teladoc
  • Life, AD&D and disability insurance
  • Minimum 15 Days of Vacation, 11 Paid Federal Holidays, Paid Time off to Volunteer
  • Online discount program
  • Tuition Reimbursement Program

Join Our Team!

  • Submit your resume to Apply to Your Position Here

Equal Employment Opportunity & Accommodations

Commercial Bank of California is proud to be an Equal Employment Opportunity employer. We are committed to creating an inclusive environment for all employees and applicants. All qualified individuals will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, protected veteran status, or any other legally protected characteristic.

We evaluate applicants fairly and equitably, including those with criminal histories, in accordance with applicable federal, state, and local laws.

Commercial Bank of California is also committed to providing reasonable accommodations to individuals with disabilities. If you require a reasonable accommodation during the application or interview process, please contact us at hrrecruiting@cbcal.com with the nature of your request and your contact information.

Recruitment Policy

Commercial Bank of California does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to CBC, either directly or indirectly, will be considered the property of Commercial Bank of California.

We will not pay a fee for any placement resulting from the receipt of an unsolicited resume. To submit candidates for consideration, recruiting agencies must have a valid, written, and fully executed agreement with Commercial Bank of California. Without such an agreement in place, no agency submissions will be accepted or compensated.


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