At a Glance
- Tasks: Manage relationships with insurance clients and deliver top-notch service.
- Company: Join a leading investment management firm with a focus on client success.
- Benefits: Enjoy competitive pay, bonuses, healthcare, and generous holiday leave.
- Other info: Collaborative environment with opportunities for professional growth and sustainability initiatives.
- Why this job: Make a real impact by building strong partnerships and driving client success.
- Qualifications: Experience in investment management and strong relationship-building skills.
The predicted salary is between 55000 - 65000 £ per year.
We are looking for an Insurance Client Manager to join a high-performing client relationships team within a leading investment management business. This is an excellent opportunity to work closely with insurance clients, delivering a high-quality, responsive service while building strong, long-term partnerships. You will act as a trusted point of contact, providing technical support, coordinating solutions across the business, and contributing to positive client outcomes. The role also offers the opportunity to support and mentor colleagues, helping to drive collective success and continuous improvement.
What you’ll be doing:
- Managing day-to-day relationships with insurance clients, delivering a high standard of service and support
- Coordinating and resolving client enquiries by working closely with teams across the business
- Providing technical insight on investment products, client strategies and market developments
- Attending client meetings and calls, supporting discussions and leading operational or audit meetings where required
- Developing a strong understanding of client objectives and identifying potential risks and opportunities
- Collaborating with internal stakeholders to deliver client projects, data requests and change initiatives
- Producing and reviewing client reporting, documentation and investment-related materials
- Embedding Consumer Duty principles by delivering good client outcomes and responding to feedback effectively
Who we’re looking for:
- Experience within investment management, with a focus on client service and relationship management
- Proven ability to build and maintain strong relationships with external clients, including senior stakeholders
- Strong investment knowledge, including institutional products such as credit, private markets and LDI
- Excellent communication skills, both written and verbal, with the ability to explain complex concepts clearly
- Commercial awareness and the ability to identify client needs, risks and opportunities
- Strong organisational skills with the ability to manage multiple priorities and deliver to deadlines
- Collaborative mindset with the confidence to work across teams and contribute to shared goals
- Degree educated (or equivalent), with IMC or a relevant professional qualification desirable
Whatever your role, we reward performance and behaviour with a package that looks after all the things that are important to you. Here are some of the benefits we offer:
- The opportunity to participate in our annual, performance‑related bonus plan and valuable share schemes
- Life assurance
- Healthcare Plan (permanent employees only)
- At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
- Competitive family leave
- Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
- There are many discounts we offer – both for our own products and at a range of high street stores and online
- We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
Insurance Client Manager employer: LegalAndGeneral
At Legal & General Investment Management, we pride ourselves on being an exceptional employer, offering a dynamic work environment in the heart of London. Our commitment to employee growth is evident through mentorship opportunities and a collaborative culture that fosters innovation and success. With competitive benefits, including performance-related bonuses, healthcare plans, and a focus on sustainability, we ensure our team members are well-supported both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Client Manager
✨Dive Into Industry Networking Events
Get your foot in the door by attending insurance industry events and conferences. Not only will you learn about the latest trends, but you'll also meet potential employers and industry peers. Check out local chapters of professional bodies like the Chartered Insurance Institute for valuable meetups.
✨Use LinkedIn to Your Advantage
Don’t underestimate the power of LinkedIn in the insurance world. Engage with industry content, join relevant groups, and connect with professionals at companies you admire (like LegalAndGeneral). A thoughtful message explaining your interest can really make a difference!
✨Look Out for Graduate Schemes
Many firms in insurance have structured graduate programmes. Keep an eye on application windows and utilise your university's career services for insider tips. These schemes are designed to develop talent and often lead to permanent roles after your initial training.
✨Leverage Your Current Connections
Got friends or family in the industry? Now’s the time to reach out! Personal referrals can give you a head start, so let them know you're on the lookout for full-time opportunities at places like LegalAndGeneral. Don’t shy away from asking for a coffee chat; you never know what doors it might open!
We think you need these skills to ace Insurance Client Manager
Some tips for your application 🫡
Highlight Your Analytical Skills:In insurance, we love a candidate who can crunch numbers and analyse data effectively. When crafting your CV, make sure to showcase any relevant coursework or experiences that highlight your analytical abilities, especially if you’ve tackled risk assessment or financial modelling.
Showcase Industry Knowledge:Don’t be shy about your knowledge of the insurance sector! We want to see that you've done your homework on current trends, regulations, and challenges in the industry. Mention any relevant projects or studies you’ve completed that demonstrate your understanding of the field in your cover letter.
Craft a Compelling Cover Letter:Your cover letter should tell us why you’re passionate about insurance. Share any personal experiences or what drew you into this profession. We’re looking for enthusiasm and a clear motivation for why you want to be part of our team at LegalAndGeneral.
Tailor Your CV for the Role:Don't just send a generic CV! Focus on tailoring it specifically for the insurance role at LegalAndGeneral. Highlight relevant skills such as risk management, customer service experience, or any certifications you've earned in the industry to make your application stand out.
How to prepare for a job interview at LegalAndGeneral
✨Know Your Numbers: Insurance Fundamentals
Brush up on your understanding of key insurance concepts, like underwriting principles and risk assessment. Expect the interviewer at LegalAndGeneral to throw some technical questions your way, so be ready to demonstrate your grasp of these essentials.
✨Showcase Your Analytical Side
In the insurance world, it's all about data. Prepare to discuss any analytical tools or methodologies you've used in past experiences. If you have a portfolio of projects where you've tackled complex data, bring that along to impress the team!
✨Prepare for Behavioural Questions
As a full-timer at LegalAndGeneral, they'll want to know how you handle real-life scenarios, not just theory. Think about challenges you've faced in teamwork or customer service, and how those experiences can relate to a career in insurance.
✨Know the Company Culture Inside Out
Understanding LegalAndGeneral's values and workplace culture is essential. Don’t just memorise their mission statement; think about how your personal values align with theirs. This will show your genuine interest in being part of their team long-term.
