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Роль описана понятно и сочетает работу с клиентами высокого уровня и страховую экспертизу, но также включает входящие обращения, задачи по развитию продаж и отдельные выезды к клиентам.
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Описание вакансии
Текст:
Hirify AI/Оригинал
TL;DR
Private Client Manager (Insurance): Managing and developing a portfolio of private client home insurance customers with an accent on relationship management, policy servicing, renewals, retention, and appropriate growth. Focus on understanding complex and high-value risks, coordinating with Underwriters, completing accurate policy administration, and identifying customer-led cross-sell and new business opportunities.
Location: Hybrid role based in London, with York also listed as a location, United Kingdom.
Company
hirify.global UK is a specialist insurance provider focused on high standards of service and insurance tailored to customers' individual circumstances.
What you will do
Own and develop an allocated portfolio of Private Client customers, taking responsibility for service, retention, relationship quality, and appropriate growth.
Act as the named point of contact for home insurance customers, managing enquiries, policy changes, documentation, issue resolution, and related administration.
Build contact strategies around renewals, material changes, significant life events, and emerging customer needs.
Work with Underwriters to ensure risks are accurately understood, customers have appropriate protection, and policies remain suitable as circumstances change.
Identify retention, cross-sell, referral, and new business opportunities through customer conversations and lead generation.
Complete selected home visits for Ultra High Net Worth customers and represent hirify.global at customer meetings, introducer appointments, events, and partner engagements.
Requirements
Experience in personal lines insurance, account management, customer relationship management, or policy servicing.
Strong understanding of home insurance and the insurance lifecycle, including new business, adjustments, renewals, and cancellations.
Excellent relationship management and customer service skills, including confidence supporting complex or high-value customer needs.
Ability to explain policy information clearly and translate technical detail into practical customer guidance.
Strong telephone, written communication, and stakeholder management skills.
High accuracy, organisation, personal ownership, and the ability to manage a portfolio, prioritise competing demands, and follow through on commitments.
Commercial awareness and confidence identifying suitable retention, referral, and growth opportunities.
Ability to collaborate with Underwriters, operations colleagues, and external introducers.
Comfort working within defined authorities, controls, regulatory requirements, service standards, and compliance requirements.
Nice to have
Experience with High Net Worth or Private Client home insurance customers.
Knowledge of hirify.global Private Client products, underwriting appetite, and service model.
Experience in portfolio development, lead generation, professional introducer relationships, or event-based prospecting.
Experience conducting customer visits or managing complex, high-value relationships.
Cert CII qualification or willingness to work towards a relevant professional insurance qualification.
Culture & Benefits
Permanent, full-time employment with hybrid working arrangements aligned with current hirify.global policy and role requirements.
Inclusive culture focused on diversity, high standards, and selecting the best people for the job.
Opportunity to contribute to process improvements, portfolio exercises, and wider Direct High Net Worth initiatives.
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