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Private Client Select · 22 hours ago

Strategic Relationship Manager

United States

Full-time

Remote

Senior Level

5+ years exp

Private Client Select Insurance Services (PCSIS) is an independent managing general underwriter focused on providing risk management solutions for high-value assets. The Strategic Relationship Manager will oversee and drive the growth, strategy, and performance of insurance distribution partners, strengthening broker partnerships and delivering tailored insurance solutions.

Auto InsuranceFinancial ServicesInsuranceProperty InsuranceRisk Management

No H1B

Hiring Manager

Stephanie Garcia, MBA, PHR

Responsibilities

Contribute to the ongoing communication of the underwriting strategy, including large account targets to deliver growth and profitability to maximize distribution value

Execution of broker plans, benchmark wealth segments, monitor top producer progress to capitalize on growth opportunities

Monitor industry trends and competitive landscape to inform strategic decisions

Build and maintain relationships with assigned brokers, agents, and distributors who specialize in HNW clientele

Identify distribution partners that align with PCS large account strategy and product offerings

Provide training and resources to ensure distributors understand the unique aspects of PCS HNW insurance products

Collaborate with underwriting and clients to tailor offerings and unique insurance solutions

Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application

Regularly review channel performance against growth objectives

Work in collaboration with the Distribution Relationship Leader and other Field stakeholders on annual budgeting process

Collaborate with National Distribution Leader and Large Account Leader and Underwriting to generate and expand new and existing business opportunities

Qualification

HNW client needsStrategic developmentRelationship-buildingBusiness acumenProject executionCommunication skillsNegotiation skills

Required

5+ years in personal insurance, with at least 2 years focusing on HNW client distribution

Proven track record of achieving sales and growth targets

Applicants must be legally authorized to work in the United States and must not require employment-based visa sponsorship now or in the future

Strong understanding of HNW client needs and luxury asset protection

Exceptional relationship-building and negotiation skills

Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time

Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders

Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy