Hybrid/Remote HNW Relationship Growth Leader

Private Client Select Insurance Services LLC; New York (NY); Hybrid; USD 80,000 - 120,000; Full time

Job summary

A leading insurance management firm is seeking a Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and managing client relationships while delivering premium advisory services. Candidates should have a minimum of 5 years in personal lines insurance and an active Property/Casualty License. The role may be remote or hybrid, requiring collaboration from a reasonable commuting distance to an office.

Qualifications

• 5+ years in personal lines insurance with high-net-worth clients.
• Proven record of generating new business and revenue growth.
• Active Property/Casualty License required.

Responsibilities

• Drive new business growth and manage client relationships.
• Develop new accounts and deepen existing client ties.
• Collaborate with brokers and agents for product adoption.

Skills

Consultative selling

Negotiation skills

Relationship building

Verbal and written communication

Proficiency in CRM platforms

Education

Active Property/Casualty License

5+ years of personal lines insurance experience

Tools

Salesforce

Excel

Job description

A leading insurance management firm is seeking a Strategic Relationship Manager to expand their presence in the high-net-worth market. This position focuses on driving new business and managing client relationships while delivering premium advisory services. Candidates should have a minimum of 5 years in personal lines insurance and an active Property/Casualty License. The role may be remote or hybrid, requiring collaboration from a reasonable commuting distance to an office.