Strategic Relationship Manager

Private Client Select

Producing Strategic Relationship Manager responsible for managing client relationships and driving new business growth. Focusing on the high-net-worth market for tailored insurance solutions.

Posted 7/27/2026full-timeNew Jersey • New Jersey • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

5+ years of personal lines with preferred HNW insurance experience achieving consistent quota attainment and year-over-year business growth.
Demonstrated ability to generate new business and achieve revenue growth targets.
Active Property/Casualty License
Advanced consultative selling and negotiation attributes – from initial discovery and solution design to close and onboarding.
Trusted-advisor relationship builder who delivers a consistent white-glove experience that drives renewals and referrals.
Deep understanding of affluent client needs and complex/luxury asset protection (high limits, multiple residences, valuables, performance autos, umbrellas).
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).

Benefits

Comp & perks

Hybrid and remote business-based flexibility