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Head of Client Management

Lighthouse Executive
Posted 8 hours ago, valid for 13 days
Location

Witham, Essex CM8 1UG

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Lighthouse Executive is seeking a Head of Client Management for a growing commercial Insurance Broker in North Essex, offering a salary of up to £65,000 depending on experience.
  • The role requires significant experience in client account management within the insurance industry, along with proven leadership skills.
  • The successful candidate will manage a team of Account Handlers and ensure high-quality client service across two offices in North Essex and Hertfordshire.
  • Key responsibilities include team leadership, client relationship management, performance monitoring, and process improvement.
  • The position offers a hybrid working environment with standard hours from 9 am to 5 pm, Monday to Friday, and requires regular travel between the two office locations.

Lighthouse Executive are delighted to be working with a growing commercial Insurance Broker based in North Essex who pride themselves on providing their clients a first-class bespoke service. With a forward-thinking, consultative approach to insurance broking, they are looking for a like-minded individual to join them in a newly created Head of Client Management position based from their head office on a permanent, full-time basis.

The role of Head of Client Management is to lead and manage a team of Account Handlers, ensuring the delivery of high-quality client service and efficient handling of all account-related activities. As a developing business they are seeking someone looking to join a thriving, dynamic insurance company offering a unique service to their clients.

The successful candidate will be required to work across the two offices located in North Essex and Hertfordshire, a minimum of 1 day per week in each location. They offer a hybrid/flexible working environment.

Duties

Key Responsibilities include:

  • Team Leadership: Manage, mentor, and develop a team of Account Handlers, providing guidance and support to ensure high performance and professional growth.
  • Client Relationship Management: Oversee the management of client accounts internally, ensuring excellent customer service and addressing any escalated issues or complex queries. For larger clients direct client support with account director / executive.
  • Performance Monitoring: Set performance targets for the team, monitor progress, and implement improvement plans as necessary.
  • Process Improvement: Identify and implement process improvements to enhance efficiency and service quality within the team.
  • Reporting: Prepare and present regular reports on team performance, client satisfaction, and other key metrics to senior management.
  • Training and Development: Organise and deliver training sessions to ensure the team is up-to-date with industry best practices and company policies.
  • Collaboration: Work closely with other departments, such as Sales, Marketing, and Operations, to ensure seamless service delivery and client satisfaction.

Qualifications and Experience:

Education: Ideally Bachelor’s degree in Business Management, or a related field. CII qualified, ideally to Associate level.

Experience: Significant experience in client account management within the insurance industry, with a proven track record of leading and managing teams. Experience in Commercial and/or Commercial Property highly desirable. Experience with High Net Worth (HNW) clients desirable.

Skills:

  • Strong leadership and team management skills
  • Excellent communication and interpersonal skills
  • Proficiency in IT, including Microsoft Office and relevant CRM systems, ideally Acturis.
  • Strong analytical and problem-solving abilities
  • Ability to manage multiple priorities and work under pressure

Key Attributes:

  • Customer-focused
  • Proactive and results-oriented
  • Adaptable and resilient
  • Strong organisational skills

Person Specification

  • Strong experience working in insurance, managing teams in client account management.
  • Experience in Commercial and/or Commercial Property highly desirable.
  • Experience with High Net Worth (HNW) clients desirable.
  • Full UK driving licence essential, due to regular travel between Essex and Hertfordshire office
  • Ideally Bachelor’s degree in Business Management, or a related field. CII qualified, ideally to Associate level.
  • Flexibility in your approach to work
  • Strong leadership and team management skills
  • Excellent communication and interpersonal skills
  • Proficiency in IT, including Microsoft Office and relevant CRM systems, ideally Acturis.
  • Strong analytical and problem-solving abilities
  • Ability to manage multiple priorities and work under pressure

DBS/criminal records check to be carried out by employer: Yes

Up to £65k DOE | 9-5pm Mon-Fri (hybrid working) | Regular travel to Hertfordshire office | Commercial insurance | Relationship management | Experienced Insurance Professional | Thriving, innovative Insurance Broker

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.