Strategic Relationship ManagerPrivate Client Select Insurance Services LLC • Berkeley Heights, NJ, US
Strategic Relationship Manager
Private Client Select Insurance Services LLC • Berkeley Heights, NJ, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionBuild 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. Collaborate with underwriting and clients to tailor offerings and unique insurance solutions. Monitor overall production of account pipeline, activity, prospects and customer acquisition through pipeline reporting and Salesforce application. Regularly review channel performance against growth objectives. 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. 5+ years in personal insurance, with at least 2 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. Keen business acumen and proven ability to dissect complex business issues, perform research and analysis and synthesize conclusions into a value-maximizing strategy.
Job Description
Job Description
Description : About The Company :
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
Sales Enablement
Client-Centric Solutions
Performance Management
Additional Responsibilities :
Qualifications : Experience
Skills
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.
Requirements :
serp_jobs.job_alerts.create_a_job
Relationship Manager • Berkeley Heights, NJ, US
Job_description.internal_linking.related_jobs
Business Development, Relationship Manager, Latin America.LGT Capital Partners (LGT CP) is a global multi-alternatives platform with $100 billion in assets under management and more than 700 instit...serp_jobs.internal_linking.show_more
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial ma...serp_jobs.internal_linking.show_more
Job Summary : This role will provide personalized banking services to financial institution customers.Pay Range : $84,878 - $112,463 - $140,049 Pay Range : Local Minimum Wage - $0.Oversees all aspects...serp_jobs.internal_linking.show_more
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Merrill Wealth Management is one...serp_jobs.internal_linking.show_more
STAFFING ALTERNATIVES currently has an opening for a bilingual (.The right candidate is flexible, highly motivated and has excellent communication skills.
Prior experience in staffing industry is a ...serp_jobs.internal_linking.show_more
Fund Finance Relationship Manager.East West Bank has served as a pathway to success since 1973.With over 110 locations across the U.
Asia, we are the premier financial bridge between the East and We...serp_jobs.internal_linking.show_more
Versana Sales Team / Full-Time / Hybrid.Versana is an industry-backed fintech on a mission to make the syndicated loan market better.
By digitally capturing agent banks' data on a real-time basis, V...serp_jobs.internal_linking.show_more
Curinos empowers financial institutions to make better, faster and more profitable decisions through industry-leading proprietary data, technologies and insights.
With decades-long expertise in the ...serp_jobs.internal_linking.show_more
A company is looking for a Partner Relationship Manager to lead and scale its partnership ecosystem.Key Responsibilities Manage relationships with key partners, ensuring goals and engagement plan...serp_jobs.internal_linking.show_more
Location : 660 White Plains Road - Tarrytown, New York 10591.Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and...serp_jobs.internal_linking.show_more
New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco, Seattle.Our client is a boutique ...serp_jobs.internal_linking.show_more Senior Relationship Manager - Sponsor.Job Summary : This Senior Relationship Manager will be responsible for building and managing commercial loan relationships within the Sponsor industry.Generatin...serp_jobs.internal_linking.show_more 
Develop a solid understanding of core applications and surround products in addition to clients' current offerings to effectively engage with prospective customers.
Assist clients in assessing and a...serp_jobs.internal_linking.show_more
Why join us .Brex is the AI-powered spend platform.We help companies spend with confidence with integrated corporate cards, banking, and global payments, plus intuitive soft...serp_jobs.internal_linking.show_more
As a member of a Private Asset Management (PAM) team within NB Private Wealth, the Relationship Manager is responsible for leading the overall relationship management strategy, approach, and execut...serp_jobs.internal_linking.show_more
Metropolitan Commercial Bank (the "Bank") is a full-service commercial bank based in New York City.The Bank provides a broad range of business, commercial, and personal banking products and service...serp_jobs.internal_linking.show_more
Wealth Management Relationship Manager II.The overall goal is to deliver high-quality wealth management services to clients (existing relationships) and prospects (new business).Under general direc...serp_jobs.internal_linking.show_more
Strategic Relationship Manager.The Strategic Relationships Manager plays a critical role in cultivating meaningful engagement with key influencers across the commercial real estate network — ...serp_jobs.internal_linking.show_more
Relationship Manager
LGT Capital Partners • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Relationship Manager
Apex Fintech Solutions • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Manager
Flagstar Bank • Brooklyn, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Private Wealth Relationship Manager
Bank of America • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
RELATIONSHIP MANAGER
Staffing Alternatives • North Brunswick, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Manager
East West Bancorp • New York, NY, US
serp_jobs.job_card.permanent
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Manager
Versana • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Manager
Informa • New York, NY, US
serp_jobs.job_card.part_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Partner Relationship Manager
VirtualVocations • Elizabeth, New Jersey, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Key Private Bank Sr Relationship Manager
KeyCorp • Tarrytown, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Relatioship Manager
Avior Executive Search • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Relationship Manager - Sponsor
Flagstar Bank • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Relationship Manager
Insight Global • Berkeley Heights, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Relationship Manager
Brex • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Relationship Manager
Neuberger Berman • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Senior Relationship Manager
Metropolitan Commercial Bank • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Wealth Management Relationship Manager II
Provident Bank • Morristown, NJ, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Strategic Relationship Manager
CREATIVE OFFICE PAVILION LLC • New York, NY, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted