Relationship Management Associate, Insurance General Account
Core
Support senior relationship managers in sales, retention, and growth of large, complex insurance accounts, focusing on fixed income and private credit product offerings.
Role type
Associate relationship manager (insurance)
Builds
Client relationships and revenue for large insurance accounts
Domain
Asset management / Insurance
Required skills
Fixed income knowledge, Private credit knowledge, Lead generation, Strategic planning, Market research, FINRA Series 7, FINRA Series 63
Preferred skills
CFA designation, Project management, Excel, PowerPoint, AI tools
Technologies
Clearwater Analytics, Excel, PowerPoint
Responsibilities
Partner with RMs to support sales and growth of large insurance clients; Support insurance business operations including GTM plans and budgets; Partner with marketing to drive programs and develop content; Act as subject-matter expert for Clearwater Analytics; Coordinate global team meetings and content; Conduct broad insurance market research.
