Senior Relationship Manager, Insurance General Accounts

Capital Partners Mortgage LLC

Multiple Locations
Base: $217,000 - $261,000; bonus/equity: two annua...
On-site
Strategic relationship management
Insurance general accounts business
Client engagement and revenue growth
Capital Partners Mortgage LLC is seeking a Senior Relationship Manager for their Insurance General Accounts, focusing on strategic client relationships, revenue growth, and exceptional service delivery. The ideal candidate will have over 10 years of experience in relationship management within the insurance sector, strong communication skills, and a consultative approach to client engagement

Job Summary

  • The Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts for Capital Group’s Insurance General Accounts business.
  • This role focuses on deepening existing client engagement, driving revenue growth, and ensuring exceptional service delivery.
  • The ideal candidate will bring strong leadership, depth of knowledge in the insurance general account space, and a consultative approach to managing complex client relationships.

Matching Summary

Match Score: 85

Capital Partners Mortgage LLC is seeking a Senior Relationship Manager for their Insurance General Accounts, focusing on strategic client relationships, revenue growth, and exceptional service delivery. The ideal candidate will have over 10 years of experience in relationship management within the insurance sector, strong communication skills, and a consultative approach to client engagement.

Salary

Base: $217,000 - $261,000; Bonus/Equity: two annual bonuses; Benefits: generous retirement contribution

Skills & Requirements

Must-have

  • strategic relationship management
  • insurance general accounts business
  • client engagement and revenue growth
  • investment and risk management solutions
  • cross-functional collaboration

Nice-to-have

  • high-energy and results-oriented
  • entrepreneurial spirit
  • critical thinker
  • simplify complex matters

Key Requirements

  • 10+ years of experience in relationship management
  • proven track record in insurance space
  • Bachelor’s degree in Business, Finance, or related field
  • Series 7, 66 (or equivalent) and 24 licenses

Work Rights

Not specified

Tailored Resume

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