Commercial Broking Office Manager / Technical Referral Lead

Cameron James Professional Recruitment; Croydon; Hybrid; GBP 51,000 - 60,000; Full time

Job summary

A leading insurance brokerage in Croydon seeks a Commercial Broking Office Manager/Technical Referral Lead. In this senior role, you will act as second-in-command to the Managing Director, overseeing operations while providing expert technical guidance. You will manage teams, maintain compliance, and represent the business at industry events. The position offers a salary up to £60,000, hybrid working, and a chance to influence business performance within a growing SME-focused firm.

Benefits

Salary up to £60,000

Hybrid working

Career development opportunities

Qualifications

• Minimum 5 years' experience in a leadership role within commercial insurance broking.
• Strong technical knowledge of SME commercial insurance.
• Proven ability to act as a trusted technical referral resource.

Responsibilities

• Support strategic planning and operational management.
• Provide expert guidance on commercial package policies.
• Oversee and support Team Leaders ensuring quality advice.

Skills

Leadership in commercial insurance broking

Technical knowledge of SME commercial insurance

Ability to act as a trusted technical referral

Handling insurer relationships

Strong organizational skills

Job description

Commercial Broking Office Manager / Technical Referral Lead

Salary: Up to £60,000. Location: Croydon - Hybrid (3 days office-based)

We are recruiting an experienced Commercial Broking Office Manager to join a fast-growing, award-winning insurance brokerage specialising in SME clients across the UK. This is a senior, hands‑on role combining technical referral authority, people leadership, and operational oversight.

The Role

• Act as second‑in‑command to the Managing Director, supporting strategic planning and day‑to‑day operational management.
• Serve as the primary technical referral point for the broking teams, providing expert guidance on commercial package policies, complex renewals, and new business placements.
• Oversee and support Team Leaders, ensuring technical standards, compliance, and consistent quality of advice across sales and renewals.
• Maintain ownership of technical governance, including insurer trading queries, referral outcomes, and adherence to underwriting authority.
• Manage key operational functions such as daily performance reporting, lead allocation, file audits, complaints handling, and participation in senior management meetings.
• Step in to handle and complete complex quotes and referrals where required, leading by example.
• Represent the business at industry events, insurer meetings, and networking opportunities.

Requirements

• Minimum 5 years' experience in a leadership role within commercial insurance broking (Team Leader, Office Manager, or similar).
• Strong technical knowledge of SME commercial insurance, including new business, renewals, and mid‑term adjustments.
• Proven ability to act as a trusted technical referral resource for broking teams.
• Experience managing workloads, handling insurer relationships, and resolving trading or placement issues.
• Confident overseeing day‑to‑day operations and teams in the MD's absence.
• Highly organised, adaptable, and comfortable operating in a fast‑paced, growth‑focused environment.

What's on Offer

• Salary up to £60,000, depending on experience.
• Hybrid working – 3 days per week in the Croydon office.
• Opportunity to join an award‑winning brokerage with strong growth plans and a diverse SME client portfolio.
• A senior role with genuine influence over technical standards, people development, and business performance.