Client Manager in Stoke-on-Trent

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