Private Client Select · 1 week ago
Distribution Relationship Leader
San Diego, CA
Full-time
Hybrid
Director/Executive
10+ years expPrivate Client Select Insurance Services, LLC (PCS) is one of the largest high net worth managing general underwriters, focusing on families with significant assets. The Distribution Relationship Leader will oversee and drive the growth and performance of PCS insurance distribution partners, particularly in the Western States region, while managing relationships and ensuring tailored insurance solutions for high-net-worth clients.
Auto InsuranceFinancial ServicesInsuranceProperty InsuranceRisk Management
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
Review National and Strategic 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 key brokers, agents, and distributors who specialize in HNW clientele
Identify distribution partners that align with PCS large account strategy and product offerings
Lead sales teams and Strategic Relationship Managers to achieve growth targets and improve penetration in the HNW market
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 large account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application
Define key performance indicators (KPIs) and regularly review channel performance against growth objectives
Establish annual strategic priorities and goals, including administration of performance reviews and compensation for Strategic Relationship Managers
Work in collaboration with the Chief Distribution Officer and other field leadership on annual budgeting process
Work in collaboration with Distribution leadership on maintaining field segmentation
Oversee strategic business planning for agency distribution
Collaborate with National Distribution Leader, Complex Account Growth Leader and Underwriting to generate and expand new and existing business opportunities
This role requires 60% travel
Qualification
Required
10+ years in personal insurance, with at least 5 years focusing on HNW client distribution
Proven track record of achieving sales and growth targets
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
Strategic thinker with an analytical approach to solving complex problems
Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy
Leadership experience managing cross-functional teams or distributors (preferred)
Bachelor's degree in Business, Finance, or related field
Company
Private Client Select
Private Client Select offers property insurance, auto insurance, financial services, and risk management services.
Founded in 2023Berkeley Heights, New Jersey, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Garamoni
Chief Financial Officer
Chris Donahue
Chief Underwriting Officer
Recent News
2025-01-08
Company data provided by crunchbase