Private Client Manager
Core
Own and develop a portfolio of Private Client home insurance customers, providing expert policy servicing, retention, and new business development.
Role type
Senior Account Manager (Private Client Home Insurance)
Builds
Personalized home insurance policies and services for High Net Worth individuals
Domain
Insurance (Home Insurance / Private Client)
Required skills
Relationship management, policy servicing, risk assessment, portfolio management, customer retention, lead generation, cross-selling, regulatory compliance, stakeholder management, home visits
Preferred skills
High Net Worth customer experience, portfolio development, professional introducer relationships, event-based prospecting
Technologies
None stated
Responsibilities
Manage allocated back book of Private Client customers, act as named point of contact for home insurance needs, create contact strategies for renewals and life events, nurture relationships proactively, identify retention risks, work with Underwriters on risk information, complete home visits for Ultra High Net Worth customers, generate new business opportunities, represent company at customer meetings and events
Seniority
Senior, hands-on IC