Senior Relationship Manager, Insurance General Accounts

Capital Partners Mortgage LLC

Multiple Locations
Base: $217,000 - $261,000; bonus/equity: two annua...
Strategic relationship management
Insurance general account business
Client engagement and revenue growth
The Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts for Capital Group’s Insurance General Accounts business, focusing on deepening existing client engagement, driving revenue growth, and ensuring exceptional service delivery

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, focusing on deepening existing client engagement, driving revenue growth, and ensuring exceptional service delivery.
  • The company fosters a culture of belonging, celebrating diversity and investing in associates to empower them to build successful and prosperous careers.
  • Compensation includes a competitive salary, annual bonuses, a generous retirement contribution, and comprehensive health and time-away benefits from day one.

Matching Summary

The Senior Relationship Manager, Insurance General Accounts is responsible for leading strategic relationship management efforts for Capital Group’s Insurance General Accounts business, focusing on deepening existing client engagement, driving revenue growth, and ensuring exceptional service delivery.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • high-energy and results-oriented
  • entrepreneurial spirit
  • fostering a strong sense of belonging
  • celebrate differences
  • leading a full life

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter