Client Manager

3 days ago


London Area, United Kingdom Liberty Towers Full time

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


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