Private Client Manager
Core
Own and develop a portfolio of Private Client home insurance customers, acting as the named point of contact for policy servicing, retention, and new business development.
Role type
Private Client Account Manager (Home Insurance)
Builds
Personalized home insurance policies and services for High Net Worth individuals
Domain
Insurance (Personal Lines / Home Insurance)
Required skills
Portfolio management, relationship management, policy servicing, risk assessment, renewal management, lead generation, cross-selling, stakeholder management, regulatory compliance
Preferred skills
High Net Worth customer experience, portfolio development, professional introducer relationships, event-based prospecting, customer visits
Technologies
Insurance lifecycle management tools, CRM systems
Responsibilities
Manage allocated back book of Private Client customers; Act as trusted point of contact for home insurance needs; Create contact strategies for renewals and life events; Identify retention risks and review coverage; Complete home visits for Ultra High Net Worth customers; Generate new business opportunities; Collaborate with Underwriters on risk solutions.
Seniority
Mid-Senior, hands-on IC