Client Manager – Insurance Brokerage Position Type: Full-Time Location: Office-Based – London 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…