Client Services Manager - Insurance

Everywhen; Tregof; Hybrid; GBP 40,000 - 58,000; Full time

Benefits offered by this job

26 days holiday

CII/ACII qualifications

Pension scheme

Wellbeing support

Volunteer day

Spotlight Awards

Job summary

Everywhen is seeking an Insurance Client Services Manager to lead the CS team, maintain strong client relationships, and manage day‑to‑day operations within a proactive, profitable book of business.

You will oversee renewals, administrator duties, recruitment, and training for direct reports while delivering exceptional service across all insurance arrangements and securing competitive premiums for clients.

Qualifications

• Extensive insurance broking experience.
• Ability to prioritise and organise workload to meet deadlines.
• Strong relationship-building and problem-solving skills.

Responsibilities

• Lead day‑to‑day management of the CS team under the Team Director.
• Ensure accurate renewals processing within company procedures.
• Oversee admin for Account Handlers (holidays, sickness, absence).
• Recruitment planning and interview/training for new team members.
• Address performance issues promptly and appropriately.
• Set personal development plans and conduct appraisals for direct reports.
• Provide a high‑quality service to existing clients on all insurance arrangements; review and arrange cover at competitive premiums.
• Handle new business, mid‑term adjustments and renewals according to company terms.
• Answer telephone enquiries or route to the appropriate colleague.

Skills

Insurance industry knowledge

Team leadership

Account handling

Client relationship management

Renewals processing

Job description

We're on the hunt for a talented Insurance Client Services Manager who uses their knowledge and experience of the Insurance Industry to lead a team and build strong, trusted, and profitable client and customer relationships.

As a Client Services Manager you will be responsible for the day-to-day management of the CS team and manage and maintain in the capacity of Account Handler own designated portfolio of clients to the highest standards

So, what does the role of a Client Services Manager here involve?

• Responsible for the day-to-day management of your team and supporting your Team Director who will maintain overall responsibility for the book of business
• Ensuring the Account Handlers undertake accurate processing of renewals and work within the confines of the company processes and procedures
• Responsible for management administration for Account Handlers (holidays, sickness, absence)
• Establish recruitment needs and take responsibility for the interviewing process and implementation of training procedures for new starters of all direct reports within the team
• Deal with performance issues for the team and conduct matters quickly and appropriately
• Responsible for the setting of personal training plans and carrying out appraisals for your direct reports
• As part of the Account Handler role you will provide a quality service to existing clients, covering all aspects of their insurance arrangements; advise, review, arrange and secure the appropriate cover at a competitive premium.
• Deal with new business, mid-term adjustments and renewals in the relevant markets according to company terms and conditions
• Deal with telephone enquiries promptly, referring the query to the appropriate person when the enquiry falls outside your own knowledge and experience.

What experience does a Client Services Manager need?

Its essential that you have extensive insurance broking experience as you will be offering a complete commercial experience to existing customers. You will have the ability to prioritise and organise own workload to ensure deadlines are adhered to. You need to have excellent relationships skills, have enthusiasm and be a problem solver.

It would be advantageous if you have some team leader or people management experience.

In return you will be welcomed and supported by our Everywhen family and be joining an organisation that cares about you as a person and your wellbeing. Some of the other benefits are:

• Holiday entitlement of 26 days plus bank holidays
• Opportunity to progress your career across the entire Everywhen family
• Gain CII or ACII qualifications to boost your knowledge and career prospects
• Pension scheme for when you feel it's time to retire
• 24-hour support for physical and mental wellbeing
• 1 days paid volunteering day to give back to our communities
• The Spotlight Awards, where we shine a light on the brightest talent across our group

#AIB #LI-TM1 #LI-Hybrid

Everywhen is an equal opportunities employer, with a growing and thriving diversity, equity and inclusion strategy; we are committed to a working environment that is free from discrimination, is inclusive, and empowers our people to bring their whole self to work and reach their full potential.

If your application is successful, we will conduct relevant employment checks prior to you commencing employment with us. These will include verifying your recent employment, address, credit history and a standard criminal record check.

As an Everywhen colleague, you will be expected to uphold our values, act professionally and respectfully towards others, and contribute to a workplace where everyone is treated with dignity and respect. We expect all colleagues to help maintain an environment free from bullying, harassment, victimisation and other inappropriate behaviours, supporting our commitment to an inclusive and high-performing culture.

Please note: We may close a vacancy prior to the publish end date if the required quality or number of applications has been received. No Agencies please.