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:

• 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