Insurance Relationship Analyst – Hybrid Client Services

pinebridge; New York (NY); Hybrid; USD 85,000 - 120,000; Full time

Job summary

PineBridge, based in Whippany, NJ, is seeking an Analyst for Insurance Relationship Management within the Institutional Client Group. This role supports senior relationship managers, coordinates client service, and collaborates with investment teams to deliver proactive client service for insurance clients.

The role involves coordinating account openings, reporting, and cross-functional interaction with various internal teams, while maintaining strong client relationships and CRM records.

Qualifications

• 1–2 years investment management experience with large institutional clients.
• Experience with equity, fixed income, and alternatives.
• Strong communication, presentation, and writing skills.

Responsibilities

• Support lead relationship managers in managing insurance client relationships.
• Coordinate servicing needs and brief senior stakeholders.
• Serve as primary coverage for designated clients when needed.
• Coordinate account openings and reporting deliverables.
• Participate in client and prospect meetings.
• Maintain CRM records and collaborate with investment teams.

Skills

Client service

CRM experience

Communication skills

Analytical skills

Cross-functional collaboration

Education

Series 7 & 63 licenses

Tools

Microsoft Word

Excel

PowerPoint

Job description

PineBridge, based in Whippany, NJ, is seeking an Analyst for Insurance Relationship Management within the Institutional Client Group. This role supports senior relationship managers, coordinates client service, and collaborates with investment teams to deliver proactive client service for insurance clients.

The role involves coordinating account openings, reporting, and cross-functional interaction with various internal teams, while maintaining strong client relationships and CRM records.