Operations and Client Onboarding Manager

Operations and Client Onboarding Manager

Operations & Analytics

London

Reference: HH/RF-12819

Brand New job opportunity
Client Operations & Relationship Manager

Are you looking for a varied and busy client-facing role in the Insurance Market?

The ideal candidate will have a Project Management or Problem Solving mindset and enjoy building and managing client relationships.

Location: Fenchurch Street, London (4 days in office with one day WFH)
Reports to: Head of Operations
Contract: Permanent, Full-Time
Salary: Up to £60,000 + Bonus + Benefits

A young and ambitious MGA, Lloyd's broker and coverholder organisation are searching for a new Client Operations & Relationship Manager.

Key Responsibilities
1. Pre-Onboarding & Due Diligence

• Collaborate with the sales & business development team to ensure a smooth transition from deal closure to onboarding.

2. End-to-End Onboarding Process

• Act as the primary point of contact for new MGA/scheme clients.
• Work with internal teams (Finance, Tech, Operations, Compliance, Marketing) to ensure all processes are in place before go-live.
• Develop and maintain a structured onboarding process.

3. Ongoing Client Success & Relationship Management

• Serve as the go-to relationship owner for MGAs, ensuring a seamless partnership experience.
• Proactively identify potential operational risks and troubleshoot issues.
• Conduct quarterly business reviews with each MGA.

4. Offboarding

• Manage offboarding processes, ensuring a smooth transition and data security compliance.

5. Ad Hoc Projects

• Support the wider team with ad hoc projects as required.

Key Skills Required

• Experience in the insurance market, ideally the MGA market.
• Project management mindset with the ability to handle multiple client onboardings simultaneously.
• Exceptional problem-solving skills and ability to work independently.
• Strong background in building and managing client relationships.
• Excellent communication skills for developing good working relationships internally and externally.
• Ability to collaborate cross-functionally with sales, compliance, operations, finance, and tech teams.