Private Client Manager jobs in United States
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Davies · 6 hours ago

Private Client Manager

Davies is a company specializing in claims management, and they are seeking a Private Client Manager. The role involves handling complex claims for mid-high net worth customers, mentoring adjusters, and supporting business development efforts to grow the client portfolio.

Commercial InsuranceFinancial ServicesInsuranceInsurTech

Responsibilities

To handle claims in line with company requirements and particularly the demanding service standards of MCL clients
To oversee all claims involving mid-high net worth customers and those cases requiring additional customer support, taking ownership of such claims if required
Mentoring adjusters as necessary to ensure “added value” approach to Private Client claims and working with new recruits to ensure they understand the MCL philosophy
To build relationships with existing Private Client Insurers and be the point of contact for any escalations
To work with the Business Development and Growth teams to add new clients specialising in mid-high net worth policies to the MCL portfolio
To ensure key performance indicator targets are reached and maintained
Actively progress and control all cases
Understand and effectively implement Company systems and procedures
Understand Individual client requirements
Ensure technical accuracy of the highest standard

Qualification

ACILAFCILA qualificationProperty adjusting experienceHigh net worth claimsMajor loss experienceDependabilityInterpersonal skillsAdaptabilityWork under pressure

Required

Required to have previous experience within a similar role
Top quality interpersonal skills
Ability to work in a fast paced and changing environment
Dependability and persistence are essential
Proven track record of general property adjusting and high net worth
Completely flexible approach and adaptable to changing priorities
Accustomed to working under pressure in a fast pace, demanding environment
Full, clean driving license required

Preferred

Experience of major losses is preferable
To be at least progressing towards or completion of ACILA, FCILA or other professional qualifications a preference

Benefits

Career & Purpose • Davies Innovation Lab
Leadership training programme
Funding for professional qualifications
Thrive at Davies; learning opportunities
Environmental & Social • The Davies Foundation
Local charity funding
Pennies To Heaven
Employee Resource Groups
Employee volunteering programme
Financial Health • Pension, 5% employee and 5% employer contribution
My Choices at Davies provides; High Street discounts and Financial wellbeing hub
Life assurance: x4
Refer a Friend
Cycle to Work Scheme
Lease car salary sacrifice
Davies Incentive Plan
Enhanced maternity, paternity and adoption pay
Mental, Physical & Emotional Wellbeing • Wellbeing centre; move, munch, money & mind focus
Discounts with 100's of UK retailers
EAP; 24/7 confidential helpline
25 days holiday, increases to 26 days after 5 years and 27 after 10 years
Flexible working;
Dress for your day
Inclusive employment policies eg. Menopause, fostering friendly, fertility, sabbatical policy and baby loss and miscarriage
Flexible benefits include; holiday purchase plan and a opportunity to purchase heath cash plan and BUPA dental plan

Company

Davies

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We are a specialist professional services and technology firm, working in partnership with leading insurance, highly regulated and global businesses.

Funding

Current Stage
Late Stage
Total Funding
$369.18M
Key Investors
Blackstone Credit
2025-05-22Debt Financing· $369.18M
2021-03-16Acquired
2020-01-21Private Equity

Leadership Team

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Dan Saulter
Group CEO
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Kath Mainon
CEO, Claims Solutions
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Company data provided by crunchbase