At Pro we are passionate about delivering expert advice with specialist services, our Account Managers across the business are critical to ensuring we deliver the best service possible to our clients.
The role of Account Manager at Pro is to own onboarding, governance, day-to-day delivery and client management. The Account Manager will be responsible for broker incubation clients, supporting pre‑host activity through structured onboarding activity, ensuring regulatory and delivery requirements are met and escalating risks.
The Account Manager plays a key role in maintaining quality, managing risk and supporting positive client outcomes, particularly during onboarding, where effective organisation and timely issue identification are critical.
The successful candidate will be ready to use the team management skills and broker industry knowledge they have gained in their career to date and will be excited to develop these and their commercial skills/knowledge in the Broker Services space.
Pro operates a hybrid working model, with time split working from home and either our Gloucester or Liverpool office.
Responsibilities
* Act as the primary relationship owner for assigned Broker Services clients on a day‑to‑day basis, managing pre‑host, onboarding and BAU client delivery
* Manage coordination and delivery of pre-onboarding activity across financial, operational and governance dimensions, ensuring milestones, dependencies and risks are actively managed
* Support Senior Managers by preparing analysis, summaries and recommendations for Business Plan review, operational resourcing needs and other approval decisions
* Coordinate commercial and contractual inputs (e.g. AR Agreement, LOE, secondment approach, TOBAs, BOR documents) across Legal, Compliance and the Client Executive, ensuring accuracy and completeness of information
* Maintain clear oversight of onboarding checklist requirements, tracking progress and ensuring timely escalation where issues threaten delivery
* Embed and maintain strong risk, compliance and regulatory culture within broker clients
* Ensure the Pro IS risk and compliance digital platform is deployed across all clients
* Own client‑facing communication on delivery status, actions and expectations
* Ensure effective handoffs to Compliance, Legal and Operations Managers by providing structured, decision‑ready information
* Work closely with Client Executive, Compliance, Operations and Business Development to support risk awareness, regulatory readiness and transition to live BAU
* Act as an escalation point for any risks or issues, maintaining oversight of Compliance and SLA adherence
* Attend client governance forums as a senior representative, answering queries and making recommendations for improvement where appropriate
* Define, implement and review processes within the team.
* Ensure effective and successful fulfilment of resourcing needs and ensure resources are effectively and pro-actively managed
* Perform team bi-yearly and yearly appraisals. Give regular performance feedback. Facilitate career progression and hold career development conversations with your direct reports
* Experience of operational delivery and management within a broker environment
* Knowledge of (or interest to learn) regulatory framework and compliance requirements for brokers
* Up to date knowledge of the Lloyd’s and London Market broker processes
* Excellent working knowledge of London Market broking systems and procedures
* Understand the broker technical business functions that you manage
* Experience of organising and delivering projects
* Experience of acting as a referral point and an escalation point for any client delivery issues
* Ability to positively manage, develop and support your direct reports
* Develop reporting frameworks with clients, ensuring Pro is abiding to T&Cs.
* Strong leadership skills
* Able to maintain positive approach at challenging times whilst motivating the teams
* Able to maintain own and team motivation
* Able to manage change effectively
* Ability to work on own initiative
* Strong technical (re)insurance knowledge and skills
* Ability to prioritise team workload to meet deadlines
* Maintain a conscientious, positive and enthusiastic approach to work, maintaining good working relationships with Clients, direct reports and colleagues
By submitting your personal data to Pro and by using our website, you give your consent that all personal data you submit as part of your application may be processed by us in the manner and for the purposes described in our HR applicant privacy policy. For further information, please refer to our Data Protection Policy, a copy of which can be requested from Pro HR.
The Company
Pro is a specialist outsourcing and consulting company focused solely on the insurance and reinsurance industries.
We work with clients to identify changes needed to improve their business processes, minimise operating overheads and implement the controls required to meet new regulations, delivering tailored solutions to meet clients’ needs.
Our UK offices are in Gloucester, Glasgow, Liverpool, Horsham and central London. We are also a global company with offices in the United States, Cologne and Unna (Germany) and Argentina. We also operate a hybrid working model so you can work at home and in the office.
We provide expert support in the areas of underwriting, claims management, financial and technical accounting, and risk and auditing, utilising the best technology available on the market and adopting a proactive approach.
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