Operations and Client Onboarding Manager
Harrison Holgate
Operations and Client Onboarding Manager
4 March by Harrison Holgate
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
You will manage the full client lifecycle, from pre-onboarding assessment to ongoing support and offboarding, ensuring a seamless experience for MGAs/schemes working with the company.
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.
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
You will manage the full client lifecycle, from pre-onboarding assessment to ongoing support and offboarding, ensuring a seamless experience for MGAs/schemes working with the company.
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.
Skills
- Project Management
- Relationship Management
- Onboarding
Reference: 54581922