Relationship Manager, Private Risk

Location: Remote US; United States of America

Company

hirify.global is a publicly traded insurance brokerage and risk management firm serving individuals, families, and businesses. Its Private Risk Management practice provides concierge-level personal risk services for high-net-worth and ultra-high-net-worth clients.

What you will do

• Own relationships for an assigned book of HNW and UHNW clients and deliver proactive, personalized service across phone, email, and in-person interactions.
• Conduct interactive annual client reviews, present renewal proposals, identify coverage gaps, and provide recommendations based on client exposures and lifestyle.
• Advise on complex risks involving high-value homes, fine art and collectibles, watercraft, aircraft, excess liability, umbrella, and other specialty lines.
• Remarket existing insurance programs, optimize placement decisions, and advocate with carrier partners on complex risks, renewals, and claims.
• Maintain accurate policy and client records in agency management systems, including new business, renewals, endorsements, and cancellations.
• Improve workflows and client experience while managing a high-volume workload and minimizing errors and omissions exposure.

Requirements

• Active Property & Casualty insurance license in the state(s) where business is conducted, or the ability to obtain all required licenses within 90 days of hire.
• At least 3 years of experience in personal lines insurance, including knowledge of HNW carrier contracts, underwriting guidelines, and claims processes.
• Ability to manage complex client relationships with professionalism, responsiveness, and discretion.
• Strong written and verbal communication skills, including the ability to present to sophisticated clients and internal stakeholders.
• Proficiency in Microsoft Office Suite and agency management systems; Epic experience is highly preferred.
• Ability to maintain accurate, timely, and complete documentation and follow established workflows, service standards, and compliance requirements.

Nice to have

• Bachelor's degree in Business, Risk Management, Finance, or a related field.
• Professional designations such as CPRIA, CPCU, CAPI, CPRM, CIC, or equivalent.
• Experience with UHNW clients, family offices, or a dedicated private client or PRM practice.
• Familiarity with fine art, jewelry, watercraft, aviation, and excess or umbrella liability.

Culture & Benefits

• Collaborative, growth-oriented environment focused on meaningful career development and client impact.
• Private Risk Management work is supported by carrier relationships, market expertise, and a concierge-level service approach.
• Role is full-time and remote within the United States.

Hiring process

• Applications must be submitted directly by candidates through hirify.global's career site.
• Unsolicited resumes from agencies or other sources will not be considered and are not subject to placement fees.