Virtual Strategic Relationship Manager

Private Client Select Insurance Services LLC; New York, Schaumburg, Saint Petersburg (NY, IL, FL); Hybrid; USD 90,000 - 130,000; Full time

Job summary

A leading insurance company seeks a Virtual Strategic Relationship Manager to enhance broker partnerships and drive growth in high-net-worth insurance solutions. The role involves virtual engagement, strategy execution, and client-centric solutions to ensure tailored offerings. Ideal candidates will possess strong relationship-building skills, a deep understanding of HNW client needs, and proficiency in digital collaboration tools.

Qualifications

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

Responsibilities

• Manage relationships with brokers and agents through virtual engagement.
• Analyze industry trends to inform strategic decisions.
• Monitor production and provide coaching to distribution partners.

Skills

Relationship-building

Negotiation

Virtual communication

Business acumen

Strategic development

Tools

CRM tools

Salesforce

Zoom

Microsoft Teams

Job description

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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 Virtual Strategic Relationship Manager (VSRM) 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 in a remote capacity. This role will strengthen broker and agency partnerships through virtual engagement, ensuring 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

• Engage in ongoing virtual communication of the underwriting strategy, including large account targets, to deliver growth and profitability while maximizing distribution value.
• Execute virtual broker plans, benchmark wealth segments, and monitor top producer progress to capitalize on growth opportunities.
• Analyze industry trends and competitive landscape to inform strategic decisions.

Partnership Management

• Develop and maintain strong relationships with assigned brokers, agents, and distributors specializing in HNW clientele through virtual meetings and digital engagement strategies.
• Identify and cultivate distribution partners that align with PCS’s large account strategy and product offerings.
• Provide virtual training, webinars, and digital resources to ensure distributors understand the unique aspects of PCS HNW insurance products.
• Leverage virtual platforms to conduct sales meetings, product presentations, and relationship-building initiatives.

Client-Centric Solutions

• Collaborate remotely with underwriting teams, brokers and clients to tailor offerings and unique insurance solutions that align with client needs.
• Serve as a trusted advisor, ensuring a high-touch experience through personalized virtual consultations.

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 and provide virtual coaching and guidance to distribution partners.

Additional Responsibilities:

• Collaborate with the Distribution Relationship Leader and other Field stakeholders on annual budgeting processes and strategy development.
• Partner with the National Distribution Leader, Large Account Leader, and Underwriting to drive business growth and expand PCS’s presence in the HNW market.

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 in a virtual or hybrid environment.

Skills:

• Deep understanding of HNW client needs and luxury asset protection.
• Exceptional relationship-building, negotiation and virtual communication skills.
• Highly skilled in strategic development, business building, and project execution, with a proven ability to deliver key programs on time.
• Proficiency in CRM tools, virtual presentation platforms, and digital engagement strategies.
• Remarkable communication skills, including the ability to develop and present clear and concise analysis and recommendations to internal and external stakeholders.
• Strong business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy.
• Comfortable working in a fully virtual or hybrid role with proficiency in digital collaboration tools (Zoom, Microsoft Teams, Salesforce, etc.).
• Ability to manage multiple clients and projects in a fast-paced remote setting.

This position offers a unique opportunity to engage with elite distribution partners and high-net-worth clients while leveraging virtual tools to drive strategic growth. If you thrive in a digital-first, relationship-driven environment, we encourage you to apply!

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

  Business Development and Sales

• Industries

  Insurance

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