Strategic Relationship Manager
Job in
Elizabeth, Union County, New Jersey, 07215, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Sales
Business Development, Insurance Sales, Client Relationship Management
Job Description & How to Apply Below
- 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.
- 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).
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