Назад
Company hidden
2 дня назад

Private Client Manager (Insurance)

Формат работы
hybrid
Тип работы
fulltime
Английский
b2
Страна
UK
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
/
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.

Будьте осторожны

Если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого. Это мошенники. Обязательно жмите «Пожаловаться» или пишите в поддержку. Подробнее в гайде →