Insurance Client Relations Associate, EMEA

Berkeley Croft; Greater London; On-site; GBP 65,000 - 90,000; Full time

Job summary

Berkeley Croft is seeking an Associate to join its EMEA Insurance Client Relations team in London. You will support institutional insurance clients while working with investment, portfolio management, marketing and business development teams.

The role emphasizes client service, cross-selling opportunities and collaboration across departments, with a focus on maintaining relationships and delivering clear communications.

Qualifications

• Degree educated in Finance, Economics, Marketing or related field.
• Experience in asset management or investment services is beneficial.
• Strong communication, presentation and relationship-building abilities.

Responsibilities

• Deliver day-to-day service to institutional insurance clients, handling queries, portfolio reviews and communications.
• Support business development with prospect research, meetings and follow-ups.
• Collaborate with RFP team to provide up-to-date information for RFPs and due diligence.
• Develop marketing materials and investment presentations.
• Support client events, asset allocation analysis and benchmarking.
• Contribute to product development and strategic initiatives.
• Maintain CRM data and assist with pipeline tracking.

Skills

Communication skills

Presentation skills

Relationship-building

Analytical abilities

Microsoft Office

CRM experience

Education

Finance/Economics/Marketing degree

Tools

Salesforce

Job description

Berkeley Croft is seeking an Associate to join its EMEA Insurance Client Relations team in London. You will support institutional insurance clients while working with investment, portfolio management, marketing and business development teams.

The role emphasizes client service, cross-selling opportunities and collaboration across departments, with a focus on maintaining relationships and delivering clear communications.