Top 302 Relationship manager Jobs in Diamond Bar Ca

Client Relationship Manager - Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $100,000 a year
- Full-time
- Microsoft Outlook
- HIPAA
- Mid-level
3d
Client Relationship Specialist- Brea, CA
Charles Schwab —Brea, CA
- $26.92 - $44.38 an hour
- Office
- Financial services
- Communication skills
- Paid parental leave
- Employee stock purchase plan
11d
Relationship Manager I (Commercial Real Estate)
Leoforce —Lakewood, CA
- $120,000 - $160,000 a year
- 5 years
- Office
- Finance
- Profit sharing
- 401(k)
Quick Apply
14d
Relationship Manager
Citizens Business Bank —Monrovia, CA
- $104,061 - $150,888 a year
- Full-time
- Sales
- Customer service
- 5 years
Business Relationship Manager I - Officer
JPMorganChase —City of Industry, CA
- $70,304 - $100,000 a year
- Full-time
- Microsoft Outlook
- Word processing
- Mid-level
- Health insurance
- Tuition reimbursement
11d
Business Relationship Manager
Inland Empire Health Plan —Rancho Cucamonga, CA
- $135,200.00 - $179,129.60 a year
- Full-time
- Hybrid work
- Computer Science
- Research
- Office
- Paid holidays
- Disability insurance
Relationship Manager
Sunwest Bank —Irvine, CA
- $150,000 - $225,000 a year
- Hybrid work
- Microsoft Excel
- Heavy lifting
- Mid-level
Quick Apply
12d
Relationship Manager II - Business Banking
PNC Financial Services Group —Riverside, CA
- $100,100 - $185,900 a year
- Full-time
- Customer service
- 5 years
- Mid-level
- Wellness program
- Health savings account
5d
Relationship Manager II - Business Credit
PNC Financial Services Group —Pasadena, CA
- $134,400 - $249,600 a year
- Full-time
- 5 years
- Mid-level
- Office
- Wellness program
- Health savings account
Enterprise Client Relationship Manager
Capital Group Companies —Los Angeles, CA
- $152,000 - $203,000 a year
- Full-time
- 5 years
- Bachelor's degree
- Financial services
- Health insurance
- Benefits from day one
Relationship Manager
CrossMMG, LLC —Pasadena, CA
- $100,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Premier Relationship Manager
East West Bank —Diamond Bar, CA
- $71,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Opportunities for advancement
Sr Client Relationship Manager, Employee Benefits - IAS, West
The Baldwin Group —Irvine, CA
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
Human Resources Manager
Motion Picture Industry Pension & Health Plans —Los Angeles, CA
- $135,000 - $160,000 a year
- Extended hours
- OSHA
- 5 years
- Office
- Health insurance
- Dental insurance
Quick Apply
Client Relations Manager (Chinese-Speaking)
ALIGCUS Inc —San Gabriel, CA
- $25 - $32 an hour
- Full-time
- English
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Relationship Banker - AI Trainer
DataAnnotation —Irvine, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Relationship Banker - AI Trainer
DataAnnotation —Los Angeles, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Business Development Representative Manned Security
Refuge Services Group Inc. —Los Angeles, CA
- From $56,160 a year
- Part-time
- Hospitality
- Mid-level
- Residential
- Paid holidays
- Paid time off
Quick Apply
Senior Manager, Expatriate Relations
PASONA N A, INC. —Cypress, CA
- $150,000 - $152,900 a year
- Full-time
- Management
- 5 years
- English
- Paid holidays
- Health insurance
9d
Relationship Manager
Financial Statement Services, Inc —Santa Ana, CA
- $90,000 - $100,000 a year
- Full-time
- Hybrid work
- 5 years
- Office
- Bachelor's degree
- Paid holidays
- Health insurance
Quick Apply

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Client Relationship Manager - Employee Benefits - IAS, West

The Baldwin Group -
Irvine, CA

Apply Now

Job Details

Full-time
$100,000 a year
3 days ago

Qualifications

Managing customer accounts
Customer relationship building
Microsoft Outlook
Spreadsheets
Health insurance policy knowledge
Managing clients in a customer support role
Documentation tools
Customer relationship management
Data interpretation
Managing projects
Life & Health Insurance License
Cross-functional collaboration
Escalation handling
Technical Proficiency
Project stakeholder communication
Cross-functional communication

Full Job Description

The Baldwin Group is an award-winning entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial Insurance and Risk Management, Private Insurance and Risk Management, Employee Benefits and Benefit Administration, Asset and Income Protection, and Risk Mitigation strategies to clients wherever their passions and businesses take them throughout the U.S. and abroad. The Baldwin Group has award-winning industry expertise, colleagues, competencies, insurers, and most importantly, a highly differentiated culture that our clients consider an invaluable expansion of their business. The Baldwin Group (NASDAQ: BWIN), takes a holistic and tailored approach to insurance and risk management.

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day to day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Position Summary

The Client Relationship Manager (CRM), Employee Benefits, is the primary liaison between insurance carriers and clients, managing employee benefit programs, renewals, and day‑to‑day service inquiries. They ensure plan compliance, analyze benefit trends, and provide advice and guidance on coverage, with the goal of driving client relationships, satisfaction, and retention. The CRM applies practical benefits knowledge to ensure timely, accurate deliverables and supports the delivery of a consistent “Peace of Mind” client experience. This role collaborates closely with the Client Success Specialist, Advisor, carriers, and internal Baldwin support colleagues to ensure excellent service delivery.

Primary Responsibilities

Build and maintain strong client relationships as the primary point of contact, proactively communicating expectations, updates, and strategic recommendations.

Assess client needs and develop tailored benefit solutions, including evaluating existing programs and identifying opportunities for additional coverage.
Lead the renewal process by preparing, analyzing, and effectively presenting benefit options, benchmarking, claim experience, contribution modeling, and plan design alternatives.
Manage the client service calendar, including onboarding, renewals, open enrollment preparation, compliance updates, and delivery of required plan documentation.
Ensure benefit programs comply with federal and state regulations (ERISA, HIPAA, ACA) and oversee related compliance activities such as 5500 filings and plan documents.
Liaise with carriers and vendors to negotiate contracts, resolve issues, solicit proposals, and manage policy activity to ensure timely, accurate service delivery.

Oversee new client onboarding in alignment with the Peace of Mind process, including timely C-suite engagement.
Partner with Client Success Specialists and internal teams to clarify data needs, monitor task progress, and maintain consistent, high-quality workflows.
Develop employee facing communication materials, including Benefit Guides, and coordinate or conduct enrollment meetings.

Maintain high standards of accuracy, timeliness, and completeness in all interactions.
Identify opportunities to improve processes, tools, and workflows, escalating issues to leadership as needed.

Required Knowledge & Experience

Strong industry knowledge of benefit programs, preferably in a brokerage firm.
Strong analytical and problem-solving skills.
Ability to manage multiple projects and priorities effectively.
A commitment to providing exceptional client service.
Ability to evaluate complex information, identify issues within defined parameters, and recommend next steps.
Strong attention to detail when reviewing materials for completeness and accuracy.
Proficiency with Agency Management Systems (e.g., Brokerage Builder), Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) Products, Zywave and digital workflow tools.
Able to prioritize tasks, manage deadlines, and follow structured processes to support client commitments.
Build strong relationships with clients through responsive, reliable communication and a proactive service-oriented approach.
Demonstrates firm’s core values with aligned corporate culture. Including reliability, integrity, and follow-through; communicates clearly about status and next steps.
Works effectively within cross-functional teams, contributing to shared objectives and escalating issues constructively.
Strong presentation skills, both verbal and written communications.

Qualifications

Bachelor’s degree in business, insurance, finance, or related field; professional insurance designation preferred.
Current state License required (Life & Health)
2-4+ years of employee benefits and account management experience.
Excellent verbal and written communication skills to deliver presentations to decision-makers and employees.
Foundational understanding of employee benefits processes, and renewal workflows, including functional knowledge of plan funding types such as self‑funded and level‑funded.
Experience coordinating with offshore teams or third‑party partners is preferred.

Skills & Behaviors

Functional/Technical Skills

Strategic Execution: Navigating workflows through proactive performance measurement and decisive resolution of complex carrier or compliance escalations.
Client Advisory: Applies expertise to inform recommendations and provide guidance in Employee Benefits (market strategy, exposure analysis).
Quality Assurance: Expertise in performing high-level quality assurance on complex technical deliverables produced by others.
Systems Agility: High proficiency in Agency Management Systems (e.g., Brokerage Builder), Microsoft Excel, AI-enabled tools, and digital workflow platforms.

Behaviors

Planning: Strategic prioritization and time management; planning and prioritizing work to meet commitments aligned with organizational goals.
Earns Trust: Confidence in advising clients on complex matters; gaining the confidence and trust of others through honesty, integrity, and authenticity.
Peer Relationships: can solve problems with teams with a minimum of noise; builds partnerships and works collaboratively with others to meet shared objectives.
Client Focus: Builds strong client relationships and delivers client-centric solutions that exceed expectations.

The starting salary is $100,000 annually.

The Baldwin Group will not accept unsolicited resumes from any source other than directly from a candidate who applies on our career site. Any unsolicited resumes sent to The Baldwin Group, including unsolicited resumes sent via any source from an Agency, will not be considered and are not subject to any fees for any placement resulting from the receipt of an unsolicited resume.

Apply Now

Refine Your Search

relationship manager jobs in diamond bar ca

Client Relationship Manager - Employee Benefits - IAS, West

Client Relationship Specialist- Brea, CA

Relationship Manager I (Commercial Real Estate)

Relationship Manager

Business Relationship Manager I - Officer

Business Relationship Manager

Relationship Manager

Relationship Manager II - Business Banking

Relationship Manager II - Business Credit

Enterprise Client Relationship Manager

Relationship Manager

Premier Relationship Manager

Sr Client Relationship Manager, Employee Benefits - IAS, West

Human Resources Manager

Client Relations Manager (Chinese-Speaking)

Relationship Banker - AI Trainer

Relationship Banker - AI Trainer

Business Development Representative Manned Security

Senior Manager, Expatriate Relations

Relationship Manager

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