Relationship Manager, Private Risk - Insurance Advisory Solutions

Location: Remote US

Company

hirify.global is a publicly traded insurance brokerage and risk management firm serving individuals, families, and businesses through innovative insurance and risk solutions.

What you will do

• Own client relationships for an assigned book of high-net-worth and ultra-high-net-worth private risk clients.
• Deliver proactive, personalized service and conduct annual client reviews with renewal proposals.
• Analyze exposures, existing coverage, underwriting information, loss experience, and inspection reports.
• Advise clients on high-value homes, fine art, collectibles, watercraft, aircraft, umbrella liability, and other specialty lines.
• Remarket insurance programs, optimize placement decisions, and collaborate with carrier representatives on complex risks, renewals, and claims.
• Document policy activity accurately, follow compliance requirements, and recommend improvements to workflows and client experience.

Requirements

• Active Property & Casualty insurance license in the relevant state or states, or the ability to obtain required licenses within 90 days of hire.
• At least 3 years of experience in personal lines insurance.
• Knowledge of high-net-worth carrier contracts, underwriting guidelines, and claims processes.
• Ability to manage complex client relationships with professionalism, discretion, and responsiveness.
• Strong written and verbal communication skills, including presenting to sophisticated clients and internal stakeholders.
• Proficiency with Microsoft Office Suite and agency management systems; Epic experience is preferred.

Nice to have

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

Culture & Benefits

• Collaborative and growth-oriented working environment.
• Opportunity to support clients through a concierge-level private risk management practice.
• Access to deep carrier relationships, market expertise, and the broader Baldwin platform.
• Emphasis on client obsession, technical depth, ownership, collaboration, and continuous improvement.