Graduate Trainee Client Manager

Graduate Trainee Client Manager role focused on supporting high-net-worth insurance clients through renewals, policy administration, quotations, client enquiries, payments, reconciliations, and account servicing.

We’re looking for a motivated and ambitious Graduate Trainee Client Manager to join our Private Clients Team. This is a fantastic opportunity for a recent graduate to start a career in insurance with a global leader, while gaining hands-on experience in a supportive, fast-paced, and collaborative environment.

As a Graduate Trainee Client Manager, you’ll play an important role in supporting a varied portfolio of clients and learning how to manage day-to-day servicing activity, including renewals, mid-term adjustments, quotations, and client enquiries. You’ll develop practical insurance knowledge, build strong client relationships, and gain exposure to the marine insurance market.

What can you expect:

• A fantastic opportunity to begin your career in insurance with a global leader

• Hands-on experience supporting a varied portfolio of clients

• Exposure to the High Networth Insurance Market

• A supportive, fast-paced team environment where learning and development are encouraged

• The chance to build strong client relationships and develop valuable technical skills

• A hybrid working arrangement, with four days per week in the office after probation

We will rely on you to:

• Manage client data securely and system records for complex, multi policy accounts, ensuring accuracy and compliant. 

• Prepare open market renewal packs, including pre-renewal checks and claims updates within required timeframes

• Check policy documentation against client system records to ensure accuracy

• Process transactions on the system for new business, secured renewals and mid-term adjustments

• Work closely with colleagues to ensure enquiries, renewal requests, and workflow are handled efficiently and promptly

• Answer incoming calls and make outgoing calls to clients when dealing with queries 

• Process payments by card transactions, and liaise with Finance Operations as needed

• Assist with accounting queries and reconciliations

• Help maintain a safe, tidy working environment

• Provide general administrative support whilst working closely with Account Executives.

What you need to have:

• A minimum of a 2:1 degree (or equivalent) in any discipline

• Previous experience or a strong interest in insurance operations, account administration, broking support or a related administrative role

• Strong organisational skills, with the ability to prioritise a high-volume workload and meet tight SLAs

• A basic understanding of underwriting and policy administration processes

• Excellent written and verbal communication skills, with confidence when corresponding with brokers, carriers, and offshore operations teams

• High attention to detail and accurate data entry skills

• A proactive, reliable, and collaborative approach

What makes you stand out:

• An interest in insurance, account management or how policies and endorsements are managed

• A keen eye for detail and a willingness to learn how to check, track and update information accurately

• An interest in working in a fast-paced environment where priorities can change and teamwork matters

• A proactive attitude and an eagerness to ask questions, learn quickly and take ownership of your work

• An interest in improving ways of working and helping teams stay organized and efficient

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.