Client Manager – Insurance Brokerage
Position Type: Full-Time
Location: Office-Based – London Bridge
Reports To: Broking Director
Overview
The Client Manager plays a vital role in delivering exceptional service within the brokerage by supporting the end-to-end client experience. This position ensures clients receive timely, accurate, and professional assistance while maintaining strong relationships that promote account growth and retention.
Key Responsibilities
Client Relationship Management
* Serve as a primary support contact for clients and as a central communication point across the team.
* Build trusted, long-term relationships by providing responsive and proactive service.
* Address and resolve client concerns with professionalism and urgency.
Service & Support
* Process certificates of insurance, ID cards, binders, and other policy documentation.
* Assist clients with billing inquiries, premium audits, and claims-related questions.
* Ensure prompt follow-up and consistent communication on all client requests.
Team Collaboration
* Work closely with Producers/Account Executives to support retention and account development.
* Participate in team meetings and contribute to ongoing process improvements.
* Support onboarding of new clients and assist with transitioning accounts.
Qualifications
Required
* Experience in an insurance brokerage or agency (personal or commercial lines).
* Solid understanding of insurance terminology, coverage forms, and industry practices.
* Excellent communication, customer service, and relationship-building abilities.
* Strong attention to detail and organizational skills.
* Proficiency with Acturis preferred.
Preferred
* Insurance license (Property & Casualty and/or Life & Health).
* Experience managing a book of business.
* Familiarity with underwriting guidelines and insurer appetites.
Key Attributes
* Client-focused mindset
* Strong problem-solving skills
* Ability to manage multiple priorities
* Professional, reliable, and proactive approach
* Team-oriented with a positive attitude