Insurance Client Manager

Legal & General; Greater London; Hybrid; GBP 65,000 - 90,000; Full time

Benefits offered by this job

Annual bonus

Generous pension

Life assurance

Healthcare plan

25 days holiday

Electric car scheme

Job summary

Legal & General is seeking an Insurance Client Manager to join a high-performing client relationships team within a leading investment management business. You will act as a trusted point of contact for insurance clients, delivering a high-quality, responsive service and building long-term partnerships.

The role requires strong investment knowledge, client servicing experience and the ability to coordinate across teams, supporting client objectives and regulatory considerations.

Qualifications

• Experience in investment management and client service
• Ability to build and maintain relationships with external clients including senior stakeholders
• Strong investment knowledge across credit, private markets and LDI

Responsibilities

• Manage day-to-day relationships with insurance clients and provide high-quality service
• Coordinate responses by working with teams across the business
• Provide technical insight on investment products, client strategies and market developments
• Attend client meetings and lead operational or audit discussions when required
• Develop understanding of client objectives and identify risks and opportunities
• Collaborate with internal stakeholders to deliver client projects and data requests
• Prepare and review client reporting and investment materials
• Support Consumer Duty by delivering good client outcomes and acting on feedback

Skills

Relationship management

Communication

Investment knowledge

Organisational skills

Collaborative mindset

Commercial awareness

Education

Degree educated or equivalent

IMC desirable or relevant professional qualification

Job description

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Legal & General (L&G) is a leading UK financial services group and major global investor.

We’ve been safeguarding people’s financial futures since 1836, and strive to build a better society, while improving the lives of our customers and creating value for shareholders.

We are one of the world’s largest asset managers and provide powerful asset origination capabilities. Together, these underpin our retirement and protection solutions: we are an international player in pension risk transfer, in UK and US life insurance, and in UK workplace pensions and retirement income.

Our global asset management business provides our clients and partners with complex, responsible investment solutions, working internationally across public and private markets.

Who we are

We are one of Europe’s largest asset managers and a major global investor across public and private markets.

Asset Management is a critical driver of our Group strategy. The business aims to work synergistically with our Institutional Retirement and Retail divisions to benefit our clients and customers, and deliver enhanced shareholder returns.

Our investment philosophy and processes are focused on creating value over the long term. We believe that incorporating financially material sustainability criteria, when relevant to our clients, can create value and drive positive change.

Job Description

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
• Generous pension contribution
• 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

Additional Information

At L&G, we believe it's possible to generate positive returns today while helping to build a better future for all.

If you join us, you’ll be part of a welcoming, inclusive culture, with opportunities to collaborate with people of diverse backgrounds, views, and experiences. Guided by leaders with integrity who care about your future and wellbeing. Empowered through initiatives which support people to develop their careers and excel.

We care passionately about outcomes rather than attendance and are therefore open to discussing all kinds of flexible working options including part-time and job shares. Although some roles have limited flexibility due to customer demand, we accommodate requests when we can.

It doesn’t matter if you don’t meet every single criterion in this advert. Instead, think about what you excel at and what else you can bring in terms of strengths, potential and connection to our purpose.