Capital Group is committed to fostering a strong sense of belonging in a respectful workplace. 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 client engagement and driving revenue growth.
Responsibilities:
- Serve as the primary point of contact for general account clients, ensuring high levels of satisfaction and retention
- Develop and execute strategic expansion into the insurance general account segment, including developing the business, team and internal readiness
- Collaborate cross-functionally with internal teams (e.g. Investment Group, Product, Operations, Compliance & Legal) to deliver tailored solutions and an exceptional service experience
- Analyze client portfolios to identify investment opportunities and mitigate risks
- Lead client meetings, presentations, and negotiations with senior stakeholders across investment and operations functions
- Ensure compliance with regulatory requirements and partner with compliance, legal and investment teams. Educate on evolving National Association of Insurance Commissioners regulations and be firm subject matter expert
- Partner with the retail insurance business development team on firm strategy and coverage for the Life & Annuity space
- Represent Capital Group at industry events, conferences, and consultant forums