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Private Client Select · 1 week ago

Strategic Relationship Manager

New Jersey, United States

Full-time

Hybrid

Senior Level

5+ years exp

Private Client Select is one of the largest high net worth managing general underwriters, focused on providing complex insurance policies for families with significant assets. The Strategic Relationship Manager will drive new business growth and manage client relationships in the high-net-worth market, ensuring a premium advisory experience for clients.

Auto InsuranceFinancial ServicesInsuranceProperty InsuranceRisk Management

Hiring Manager

Stephanie Garcia, MBA, PHR

Responsibilities

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

Build and maintain long-term relationships with HNW clients, brokers, and professional referral sources

Act as a trusted advisor by providing consultative guidance and education on risk considerations, coverage options, and the use of our digital tools

Drive new opportunities through prospecting, networking, referrals, and digital engagement

Identify and target opportunities with high-net-worth clients and strategic distribution partners

Execute business development strategies to achieve assigned sales and revenue targets

Handle select inquiries end-to-end and close business compliantly

Collaborate with brokers, agents, and distribution partners to increase PCS product adoption

Represent PCS in industry events, webinars, and virtual meetings to build brand awareness

Deepen PCS’s reach in the HNW market with strategic outreach and enablement efforts

Manage sales pipeline and accurately report progress using Salesforce and other CRM tools

Track and report on production metrics, conversion, cycle time, revenue growth, and account retention

Consistently meet or exceed performance goals aligned with PCS’s distribution strategy

Uphold compliance standards (e.g., licensing, recordkeeping, TCPA/Do-Not-Call) and documentation best practices

Partner with PCS underwriting, service, marketing, and distribution teams to deliver premium client experience

Partner with leadership to refine strategies that align with market and distribution strategy

Share structured market feedback and insights on industry trends, client needs, and competitive positioning

Qualification

HNW insurance experienceProperty/Casualty LicenseBusiness developmentConsultative sellingRelationship managementSalesforce proficiencyExcel proficiencyDigital tools proficiencyNegotiation skillsVerbal communicationWritten communicationPresentation skills

Required

5+ years of personal lines with preferred HNW insurance experience achieving consistent quota attainment and year-over-year business growth

Demonstrated ability to generate new business and achieve revenue growth targets

Active Property/Casualty License

Advanced consultative selling and negotiation attributes – from initial discovery and solution design to close and onboarding

Trusted-advisor relationship builder who delivers a consistent white-glove experience that drives renewals and referrals

Deep understanding of affluent client needs and complex/luxury asset protection (high limits, multiple residences, valuables, performance autos, umbrellas)

Clear, compelling written and verbal skills; confident presenter in both personal and small executive settings as well as webinars

Proficiency in AMS/CRM platforms digital quoting/rating platforms, e-signature, virtual presentation tools, and spreadsheets (Excel/Sheets)