Strategic Relationship Manager

Description

About The Company:

About Private Client Select Insurance Services, LLC (PCS): PCS is one of the largest high net worth managing general underwriters in the market today. With a sole focus on families with $5m or more in assets, PCS provides complex insurance policies for individuals with complex needs. PCS offers property and casualty personal insurance solutions and risk management services that meet the unique and complex needs of High-Net-Worth clients. We understand their passions and are committed to preserving the life that they have built.

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

Job Summary:

The Producing Strategic Relationship Manager will report directly to the Sales Leader and will be responsible for driving new business growth, expanding PCS’s presence in the high-net-worth (HNW) market, and managing client relationships. This role will focus on developing new accounts, deepening new and existing relationships and delivering a premium advisory experience. The successful candidate is a motivated sales professional who thrives in a client-focused environment, can influence key stakeholders, and consistently delivers tailored insurance solutions that protect the lifestyle and assets of HNW individuals. Success is measured by consistent growth, exceptional client experience, and disciplined pipeline execution.

Key Responsibilities:

Relationship Management & Education

o Execution of broker plans, benchmark wealth segments, and monitor top producer progress to capitalize on growth opportunities.

o Build and maintain long-term relationships with HNW clients, brokers, and professional referral sources.

o Act as a trusted advisor by providing consultative guidance and education on risk considerations, coverage options, and the use of our digital tools.

Business Development & Sales

o Drive new opportunities through prospecting, networking, referrals, and digital engagement.

o Identify and target opportunities with high-net-worth clients and strategic distribution partners.

o Execute business development strategies to achieve assigned sales and revenue targets.

o Handle select inquiries end-to-end and close business compliantly.

Partnership Development

o Collaborate with brokers, agents, and distribution partners to increase PCS product adoption.

o Represent PCS in industry events, webinars, and virtual meetings to build brand awareness.

o Deepen PCS’s reach in the HNW market with strategic outreach and enablement efforts.

Pipeline, Performance & Compliance Management

o Manage sales pipeline and accurately report progress using Salesforce and other CRM tools.

o Track and report on production metrics, conversion, cycle time, revenue growth, and account retention.

o Consistently meet or exceed performance goals aligned with PCS’s distribution strategy.

o Uphold compliance standards (e.g., licensing, recordkeeping, TCPA/Do-Not-Call) and documentation best practices

Collaboration

o Partner with PCS underwriting, service, marketing, and distribution teams to deliver premium client experience.

o Partner with leadership to refine strategies that align with market and distribution strategy.

o Share structured market feedback and insights on industry trends, client needs, and competitive positioning.

Qualifications & Skills:

Experience:

o 5+ years of personal lines with preferred HNW insurance experience achieving consistent quota attainment and year-over-year business growth.

o Demonstrated ability to generate new business and achieve revenue growth targets.

o Active Property/Casualty License

Skills:

o Advanced consultative selling and negotiation attributes – from initial discovery and solution design to close and onboarding.

o Trusted-advisor relationship builder who delivers a consistent white-glove experience that drives renewals and referrals.

o Deep understanding of affluent client needs and complex/luxury asset protection (high limits, multiple residences, valuables, performance autos, umbrellas).

o Clear, compelling written and verbal skills; confident presenter in both personal and small executive settings as well as webinars. Proficiency in AMS/CRM platforms digital quoting/rating platforms, e-signature, virtual presentation tools, and spreadsheets (Excel/Sheets).

Location preference: Ideally, the candidate is within a reasonable commuting distance of a PCS office to support occasional on-site collaboration; however, this role may be remote or hybrid based on business needs and candidate fit.

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.