Strategic Relationship Manager in Northern California

Join our Growing, Dynamic team as a Strategic Relationship Manager and drive High-Net-Worth insurance growth.

What You’ll Do:

• Build and strengthen relationships with brokers, agents, and distributors serving High-Net-Worth (HNW) clients.

• Oversee and execute strategic plans to grow PCS distribution partnerships and deliver tailored insurance solutions that protect luxury lifestyles and assets.

• Provide strategic insights on underwriting strategy, large account targets, and industry trends to maximize distribution value.

• Collaborate with underwriting and clients to create bespoke solutions for complex HNW needs.

• Utilize Salesforce and pipeline reporting to monitor performance, manage growth objectives, and ensure accountability.

What We’re Looking For:

• 5+ years in personal insurance, with at least 2 years focused 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, negotiation, and communication skills.

• Strategic thinker with keen business acumen and ability to analyze complex issues and deliver actionable solutions.

• Highly collaborative mindset aligned with a culture of trust, expertise, and innovation.