Strategic Relationship Manager

Private Client Select; New York (NY); Hybrid; USD 100,000 - 150,000; Full time

Job summary

Private Client Select is seeking a Strategic Relationship Manager to enhance partnerships and insurance solutions for high-net-worth individuals. This mid-senior level role requires strong relationship management and strategic skills to ensure the growth and profitability of insurance distributions.

Qualifications

• 5+ years in personal insurance with HNW distribution focus.
• Proven track record of achieving sales and growth targets.

Responsibilities

• Oversee and drive growth of insurance distribution partners.
• Build and maintain relationships with assigned brokers and agents.
• Collaborate with underwriting and clients to tailor insurance solutions.

Skills

Negotiation

Relationship Building

Strategic Development

Communication

Business Acumen

Job description

Private Client Select Insurance Services (PCSIS), is an independent managing general underwriter (MGU) majority owned by Stone Point Capital. Private Client Select Insurance Services protects the lifestyles and legacies of the most successful individuals across the U.S by providing robust risk management solutions and comprehensive coverage to preserve high-value assets. We understand their passions and are committed to preserving the lifestyle they built.

PCS employs approximately 420 staff members. The company has offices in New York, NY; Schaumburg, IL; and St. Petersburg, FL. PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility.

Job Summary:

The Strategic Relationship Manager will report directly to the Distribution Relationship Leader and will be responsible for overseeing and driving the growth, strategy, and performance of PCS insurance distribution partners. This role will strengthen broker and agency partnerships and ensure the delivery of tailored insurance solutions that protect the lifestyle and assets of HNW individuals. The successful candidate is an effective communicator who can align and influence internal and external stakeholders while building trust and commitment for PCS.

Key Responsibilities:

Strategic Relationship Management

• 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.

Partnership Management

• 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.

Client-Centric Solutions

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

Performance Management

• Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application.
• Regularly review channel performance against growth objectives.

Additional Responsibilities:

• 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.

Qualifications:

Experience

• 5+ years in personal insurance, with at least 2 years focusing on HNW client distribution.
• Proven track record of achieving sales and growth targets.

Skills

• 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.

Equal Employment Opportunity Policy:

PCS values and is fully committed to diversity and inclusion. It is the policy of PCS not to discriminate against any applicant for employment, or any employee because of age, color, sex, disability, nation of origin, race, religion, sexual orientation, gender identity, or veteran status.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  General Business

• Industries

  Insurance

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