Private Client Select

Account Manager

• Overseeing and driving growth, strategy, and performance of PCS insurance distribution partners
• Strengthening broker and agency partnerships
• Delivering tailored insurance solutions
• Collaborating with underwriting and clients to tailor offerings and unique solutions
• Monitoring overall production of account pipeline and customer acquisition

Strategic Relationship Manager

• Report directly to the Sales Leader and be responsible for driving new business growth
• Expand PCS’s presence in the high-net-worth (HNW) market
• Manage client relationships and focus on developing new accounts
• Deepen new and existing relationships and deliver a premium advisory experience
• Execute broker plans, benchmark wealth segments, and monitor top producer progress to capitalize on growth opportunities
• Build and maintain long-term relationships with HNW clients, brokers, and professional referral sources
• Act as a trusted advisor by providing consultative guidance and education on risk considerations, coverage options, and the use of our digital tools.
• Drive new opportunities through prospecting, networking, referrals, and digital engagement
• Identify and target opportunities with high-net-worth clients and strategic distribution partners
• Execute business development strategies to achieve assigned sales and revenue targets
• Handle select inquiries end-to-end and close business compliantly
• Collaborate with brokers, agents, and distribution partners to increase PCS product adoption
• Manage sales pipeline and accurately report progress using Salesforce and other CRM tools.