Strategic Relationship Leader, Construction, Commercial Insurance, West Region
Zurich North America · Walnut Creek, CA · 1 mo ago
HybridSales$152k/yrFull-time
We need to output HTML fragment with sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections with real content. We must not repeat job title. Must not include Job ID etc. Must remove boilerplate, EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Key info:
- Zurich North America seeking Strategic Relationship Leader in Customer Relationship Management team West Region. Focus on Construction business. Work with Construction and Specialty senior leaders, strategic customers, broker partners across growth markets. High-visibility role: partner with senior execs, brokers, key stakeholders to strengthen customer partnerships, identify growth opportunities, deliver innovative risk solutions. Work across underwriting, claims, risk engineering, service teams to shape customer strategy, drive retention, accelerate profitable growth. Looking for leader who enjoys building executive-level relationships, influencing outcomes, bringing people together to solve complex challenges. Reports to Head of CRM, supports strategic Construction customers throughout West Region. Preferred locations: Denver, Los Angeles, San Francisco, Irvine, Phoenix, Seattle; candidates elsewhere within West Region considered.
- Key Responsibilities: list bullet points.
- Basic Qualifications: Bachelor’s Degree and 8+ years experience in Relationship Management area AND experience managing and growing profitable external customer relationships, demonstrated success developing/executing strategic business plans, strong communication, influencing, relationship-building skills, significant Commercial Insurance Construction experience.
- Preferred Qualifications: Minimum 8 years commercial insurance experience, including at least 5 years focused on Construction. Underwriting or brokerage experience in Construction, with strong knowledge of underwriting and insurance needs for General Contractors, Subcontractors, Construction Owners (e.g., technology companies, universities, healthcare organizations). Loss Sensitive underwriting knowledge for casualty lines, with proficiency across property, builders risk, financial lines, accident, life & health, and surety. Existing relationships with brokers and agents in Construction market. Advanced knowledge of Salesforce and underwriting platforms such as Guidewire, PolicyCenter, Power BI, and ability to self-serve reporting needs while partnering with underwriting and data science teams to holistically represent the customer relationship. Strong capabilities in running executive-level meetings and stewardship conversations that integrate Underwriting, Claims, Risk Engineering, and senior leadership for large accounts. Deep customer and relationship management experience with strong strategic planning and execution capabilities. Demonstrated expertise in managing key customers and driving profitable business performance. Ability to engage and influence C-suite leaders with strong negotiation skills and thought leadership. Knowledge of risk assessments and ability to deliver clear, actionable risk insights. Exceptional presentation, communication, time-management, multitasking skills. Strong organizational, analytical, problem-solving abilities.
- At Zurich, you'll have opportunity to work alongside industry experts, leverage global network, help shape risk solutions for respected organizations. Join company known for strong culture, collaborative environment, customer focus, commitment to helping employees grow and succeed.
- Pay: "Your pay at Zurich is based on your role, location, skills, and experience. We follow local laws to ensure fair compensation. You may also be eligible for bonuses and merit increases. If your expectations are above the listed range, we still encourage you to apply—your unique background matters to us. The pay range shown is a national average and may vary by location. The proposed Salary range for this position is $152,400.00 - $249,500.00, with short-term incentive bonus eligibility set at 25%. We offer competitive pay and comprehensive benefits for employees and their families. [Learn more about Total Rewards here.]"
- Benefits: mention comprehensive benefits, but not detailed. Could include "competitive pay and comprehensive benefits". Might need a Benefits section if there is real content. The posting mentions "We offer competitive pay and comprehensive benefits for employees and their families." Also earlier: "At Zurich, you'll have the opportunity to work alongside industry experts, leverage a global network of resources, and help shape risk solutions for some of the world's most respected organizations. You'll join a company known for its strong culture, collaborative environment, customer focus, and commitment to helping employees grow and succeed." That's more about culture, not benefits. Benefits: "comprehensive benefits". Could include that.
- Schedule: Not explicitly mentioned. There's "Hybrid Schedule: Full Time" in the metadata at bottom: "Remote Working: Hybrid Schedule: Full Time". That is schedule info: Hybrid schedule, Full Time. So we can include Schedule section with that.
- Also location info: Preferred locations list. Could be part of About the role or maybe a separate section? Not required but could be included in About the role. The instruction: include a section only when posting has real, specific content for it. So we can include About the role (intro paragraph). Responsibilities (list). Requirements (maybe Basic Qualifications). Qualifications (Preferred Qualifications). Skills (maybe combine some skill statements). Benefits (comprehensive benefits). Pay (salary range and bonus). Schedule (Hybrid, Full Time). We must not create sections with filler like "not specified". Ensure we have real content.
We must not repeat job title as heading. So headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We need to use for each section heading. Use
for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points from responsibilities, basic qualifications, preferred qualifications, etc. Must not omit any.
We need to decide where to put each piece.
- About the role: intro paragraph describing role, focus, reporting, location preferences.
- Responsibilities: list of bullet points from "Key Responsibilities:" (the bullet list). Ensure we keep each bullet.
- Requirements: could be Basic Qualifications (Bachelor's degree + 8+ years experience, etc). Use
- for each requirement.
- Qualifications: Preferred Qualifications list.
- Skills: maybe combine skill statements from Preferred Qualifications that are skill-based: strong communication, influencing, relationship-building, etc. But we already have those in Requirements and Qualifications. To avoid duplication, maybe we can put skill-based items under Skills. However we must preserve all substantive info; we can duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid duplication, but better to not duplicate unnecessarily. However we need to follow the structure: we have sections for Requirements, Qualifications, Skills. We could put basic qualifications under Requirements, preferred qualifications under Qualifications, and skill-specific items under Skills (like communication, influencing, presentation, time-management, multitasking, organizational, analytical, problem-solving). But many of those appear also in qualifications. To avoid missing info, we could include them in both places but that's duplication but still preserving. Safer to include all info in appropriate sections without omission. Let's parse:
Basic Qualifications (list):
- Bachelor’s Degree
- 8 or more years of experience in the Relationship Management area
- Experience managing and growing profitable external customer relationships
- Demonstrated success developing and executing strategic business plans
- Strong communication, influencing, and relationship-building skills
- Significant Commercial Insurance Construction experience
Preferred Qualifications (list):
- Minimum 8 years of commercial insurance experience, including at least 5 years focused on Construction.
- Underwriting or brokerage experience in Construction, with strong knowledge of underwriting and insurance needs for General Contractors, Subcontractors, and Construction Owners (e.g., technology companies, universities, healthcare organizations).
- Loss Sensitive underwriting knowledge for casualty lines, with proficiency across property, builders risk, financial lines, accident, life & health, and surety.
- Existing relationships with brokers and agents in the Construction market.
- Advanced knowledge of Salesforce and underwriting platforms such as Guidewire, PolicyCenter, Power BI, and the ability to self-serve reporting needs while partnering with underwriting and data science teams to holistically represent the customer relationship.
- Strong capabilities in running executive‑level meetings and stewardship conversations that integrate Underwriting, Claims, Risk Engineering, and senior leadership for large accounts.
- Deep customer and relationship management experience with strong strategic planning and execution capabilities.
- Demonstrated expertise in managing key customers and driving profitable business performance.
- Ability to engage and influence C‑suite leaders with strong negotiation skills and thought leadership.
- Knowledge of risk assessments and the ability to deliver clear, actionable risk insights.
- Exceptional presentation, communication, time‑management, and multitasking skills.
- Strong organizational, analytical, and problem‑solving abilities.
We could split: Requirements = Basic Qualifications. Qualifications = Preferred Qualifications. Skills = maybe the skill-based items from both sets: communication, influencing, relationship-building, presentation, time-management, multitasking, organizational, analytical, problem-solving, negotiation, thought leadership, etc. But that would duplicate some content. However it's okay as long as we preserve all info; duplication doesn't lose info. But we might risk being considered "filler"? Not really; it's still substantive. However the instruction: "Prefer a few substantive sections over many thin ones." Having many sections may be okay if each has content. We have 8 sections; that's many but maybe okay. Could combine Skills into Qualifications to reduce sections. But the instruction says we should use those headings only if there is real content. It doesn't forbid having all sections. It says "Prefer a few substantive sections over many thin ones." So we should avoid creating sections with little content. If we put Skills with just a few bullet points, maybe it's thin. Better to merge Skills into Qualifications or Requirements. But the instruction list of possible headings includes Skills; we can omit if not enough distinct content. Since we already have Requirements and Qualifications covering skill statements, we can omit Skills section. Similarly Benefits: we have "competitive pay and comprehensive benefits". That's substantive enough for Benefits section. Pay: we have salary range and bonus eligibility. Schedule: we have Hybrid, Full Time.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We need to use
for each.
Now craft HTML.
About the role: paragraph(s). Include intro: Zurich North America seeking Strategic Relationship Leader to join CRM team West Region. Focus on Construction business. Work closely with Construction and Specialty senior leaders, strategic customers, broker partners across growth markets. High-visibility role: partner with senior execs, brokers, key stakeholders to strengthen customer partnerships, identify growth opportunities, deliver innovative risk solutions. Work across underwriting, claims, risk engineering, service teams to shape customer strategy, drive retention, accelerate profitable growth. Looking for leader who enjoys building executive-level relationships, influencing outcomes, bringing people together to solve complex challenges. Reports to Head of CRM, supports strategic Construction customers throughout West Region. Preferred locations include Denver, Los Angeles, San Francisco, Irvine, Phoenix, Seattle; candidates elsewhere within West Region considered.
We should not include boilerplate like EEO etc.
Now Responsibilities: list bullet points from "Key Responsibilities:".
Let's extract each bullet:
- Serve as the primary relationship strategist for a portfolio of large, high-value customers and prospects.
- Build and maintain trusted relationships with C-suite executives, risk managers, brokers, and key decision-makers.
- Develop and execute customer engagement strategies that drive retention, profitability, and long-term growth.
- Identify opportunities to expand Zurich's solutions and capabilities across domestic and global operations.
- Lead executive business reviews, stewardship meetings, and strategic planning sessions for key customers.
- Partner with underwriting, claims, risk engineering, service, and distribution teams to deliver an exceptional customer experience.
- Create compelling value propositions that align Zurich's capabilities with customer business objectives.
- Leverage market insights, customer intelligence, and analytics to identify opportunities and strengthen account strategies.
- Coordinate internal resources and leadership engagement to ensure seamless execution and delivery.
- Travel as needed to support customer relationships and business objectives.
Make sure to keep punctuation.
Now Requirements (Basic Qualifications): list each.
- Bachelor’s Degree
- 8 or more years of experience in the Relationship Management area
- Experience managing and growing profitable external customer relationships
- Demonstrated success developing and executing strategic business plans
- Strong communication
for prose. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all bullet points from responsibilities, basic qualifications, preferred qualifications, etc. Must not omit any. We need to decide where to put each piece. - About the role: intro paragraph describing role, focus, reporting, location preferences. - Responsibilities: list of bullet points from "Key Responsibilities:" (the bullet list). Ensure we keep each bullet. - Requirements: could be Basic Qualifications (Bachelor's degree + 8+ years experience, etc). Use
- for each requirement.
- Qualifications: Preferred Qualifications list.
- Skills: maybe combine skill statements from Preferred Qualifications that are skill-based: strong communication, influencing, relationship-building, etc. But we already have those in Requirements and Qualifications. To avoid duplication, maybe we can put skill-based items under Skills. However we must preserve all substantive info; we can duplicate? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." It doesn't forbid duplication, but better to not duplicate unnecessarily. However we need to follow the structure: we have sections for Requirements, Qualifications, Skills. We could put basic qualifications under Requirements, preferred qualifications under Qualifications, and skill-specific items under Skills (like communication, influencing, presentation, time-management, multitasking, organizational, analytical, problem-solving). But many of those appear also in qualifications. To avoid missing info, we could include them in both places but that's duplication but still preserving. Safer to include all info in appropriate sections without omission. Let's parse:
Basic Qualifications (list):
- Bachelor’s Degree
- 8 or more years of experience in the Relationship Management area
- Experience managing and growing profitable external customer relationships
- Demonstrated success developing and executing strategic business plans
- Strong communication, influencing, and relationship-building skills
- Significant Commercial Insurance Construction experience
Preferred Qualifications (list):
- Minimum 8 years of commercial insurance experience, including at least 5 years focused on Construction.
- Underwriting or brokerage experience in Construction, with strong knowledge of underwriting and insurance needs for General Contractors, Subcontractors, and Construction Owners (e.g., technology companies, universities, healthcare organizations).
- Loss Sensitive underwriting knowledge for casualty lines, with proficiency across property, builders risk, financial lines, accident, life & health, and surety.
- Existing relationships with brokers and agents in the Construction market.
- Advanced knowledge of Salesforce and underwriting platforms such as Guidewire, PolicyCenter, Power BI, and the ability to self-serve reporting needs while partnering with underwriting and data science teams to holistically represent the customer relationship.
- Strong capabilities in running executive‑level meetings and stewardship conversations that integrate Underwriting, Claims, Risk Engineering, and senior leadership for large accounts.
- Deep customer and relationship management experience with strong strategic planning and execution capabilities.
- Demonstrated expertise in managing key customers and driving profitable business performance.
- Ability to engage and influence C‑suite leaders with strong negotiation skills and thought leadership.
- Knowledge of risk assessments and the ability to deliver clear, actionable risk insights.
- Exceptional presentation, communication, time‑management, and multitasking skills.
- Strong organizational, analytical, and problem‑solving abilities.
We could split: Requirements = Basic Qualifications. Qualifications = Preferred Qualifications. Skills = maybe the skill-based items from both sets: communication, influencing, relationship-building, presentation, time-management, multitasking, organizational, analytical, problem-solving, negotiation, thought leadership, etc. But that would duplicate some content. However it's okay as long as we preserve all info; duplication doesn't lose info. But we might risk being considered "filler"? Not really; it's still substantive. However the instruction: "Prefer a few substantive sections over many thin ones." Having many sections may be okay if each has content. We have 8 sections; that's many but maybe okay. Could combine Skills into Qualifications to reduce sections. But the instruction says we should use those headings only if there is real content. It doesn't forbid having all sections. It says "Prefer a few substantive sections over many thin ones." So we should avoid creating sections with little content. If we put Skills with just a few bullet points, maybe it's thin. Better to merge Skills into Qualifications or Requirements. But the instruction list of possible headings includes Skills; we can omit if not enough distinct content. Since we already have Requirements and Qualifications covering skill statements, we can omit Skills section. Similarly Benefits: we have "competitive pay and comprehensive benefits". That's substantive enough for Benefits section. Pay: we have salary range and bonus eligibility. Schedule: we have Hybrid, Full Time.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay, Schedule.
We need to use
for each. Now craft HTML. About the role: paragraph(s). Include intro: Zurich North America seeking Strategic Relationship Leader to join CRM team West Region. Focus on Construction business. Work closely with Construction and Specialty senior leaders, strategic customers, broker partners across growth markets. High-visibility role: partner with senior execs, brokers, key stakeholders to strengthen customer partnerships, identify growth opportunities, deliver innovative risk solutions. Work across underwriting, claims, risk engineering, service teams to shape customer strategy, drive retention, accelerate profitable growth. Looking for leader who enjoys building executive-level relationships, influencing outcomes, bringing people together to solve complex challenges. Reports to Head of CRM, supports strategic Construction customers throughout West Region. Preferred locations include Denver, Los Angeles, San Francisco, Irvine, Phoenix, Seattle; candidates elsewhere within West Region considered. We should not include boilerplate like EEO etc. Now Responsibilities: list bullet points from "Key Responsibilities:". Let's extract each bullet: - Serve as the primary relationship strategist for a portfolio of large, high-value customers and prospects. - Build and maintain trusted relationships with C-suite executives, risk managers, brokers, and key decision-makers. - Develop and execute customer engagement strategies that drive retention, profitability, and long-term growth. - Identify opportunities to expand Zurich's solutions and capabilities across domestic and global operations. - Lead executive business reviews, stewardship meetings, and strategic planning sessions for key customers. - Partner with underwriting, claims, risk engineering, service, and distribution teams to deliver an exceptional customer experience. - Create compelling value propositions that align Zurich's capabilities with customer business objectives. - Leverage market insights, customer intelligence, and analytics to identify opportunities and strengthen account strategies. - Coordinate internal resources and leadership engagement to ensure seamless execution and delivery. - Travel as needed to support customer relationships and business objectives. Make sure to keep punctuation. Now Requirements (Basic Qualifications): list each. - Bachelor’s Degree - 8 or more years of experience in the Relationship Management area - Experience managing and growing profitable external customer relationships - Demonstrated success developing and executing strategic business plans - Strong communication