Client Partner

Shory is the soft revolution in the Insurtech market. Welcome to a new age where insurance actually empowers its customers. We use technology to serve our customers and create ease of mind and trustworthiness around insurance needs. With Shory, a new time has begun.

The ideal candidate brings deep insurance brokerage expertise, strong commercial acumen, and the ability to manage complex, multi-line corporate insurance portfolios. You will work closely with internal technical, claims, and risk teams to deliver exceptional service while identifying growth opportunities across existing and new business.

Key Responsibilities

Client Relationship & Account Ownership

• Act as the primary relationship owner for assigned corporate clients, building trusted relationships with senior decision-makers.
• Ensure exceptional service delivery to support client retention and revenue growth .
• Lead client meetings, renewals, and strategic reviews, presenting recommendations and negotiating terms.

Client Strategy & Service Delivery

• Agree and implement client service plans and annual visit timetables aligned with client size and complexity.
• Develop a deep understanding of clients’ business operations, risk exposures, and insurance objectives.
• Conduct detailed GAP analysis to design tailored insurance and risk management programs optimizing coverage, terms, and pricing.

Programme Management & Internal Coordination

• Lead and coordinate insurance programmes in collaboration with internal teams including Technical Broking, Claims, Risk Services, and Collections .
• Ensure delivery of clear reports, action plans, and ongoing service excellence.
• Ensure quality, accuracy, and compliance across all client documentation and communications.

Claims & Financial Management

• Support clients during major or complex claims, ensuring claims service meets agreed standards.
• Resolve debtor queries efficiently to ensure timely payment of premiums and fees.

Growth & Commercial Development

• Identify and execute cross-sell, upsell, and new business opportunities within existing client portfolios.
• Lead sales processes from opportunity identification through closing and onboarding.
• Escalate at-risk accounts or relationship concerns to senior management at the earliest opportunity.

Qualifications & Experience

Qualifications

• Bachelor’s degree in Insurance, Business, Finance, Risk Management, or a related field.
• Professional certifications such as ACII, CPCU , or equivalent are preferred.

Experience

• 5+ years of experience in corporate insurance broking, account management, or client-facing insurance roles.
• Proven success managing large corporate accounts across Property, Liability, Construction, Marine, Financial Lines , and related classes.
• Strong understanding of insurance products, market dynamics, and placement strategies.