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 general account)
Builds
Client relationships and revenue for large insurance accounts
Domain
Asset management / Insurance / Fixed Income / Private Credit
Deliverable
client delivery
Required skills
Fixed income knowledge, Private credit understanding, Lead generation planning, Market research, Strategic planning, Marketing program support, Global coordination
Preferred skills
Project management, Multitasking, Stakeholder engagement, Excel proficiency, PowerPoint proficiency, AI/Technology leverage
Technologies
Clearwater Analytics, Excel, PowerPoint
Responsibilities
Partner with RMs to support sales and growth of large insurance clients; Support insurance team on critical business initiatives; Manage IGA business plans, budgets, and territory maps; Partner with marketing to drive programs and develop content; Act as SME for Clearwater Analytics onboarding; Coordinate global insurance team meetings; Conduct broad insurance market research.