Commercial Broking Office Manager / Technical Referral Lead

New Yesterday

Commercial Broking Office Manager / Technical Referral Lead

Salary: Up to £60,000
Location: Croydon – Hybrid (3 days office-based)

We are recruiting an experienced Commercial Broking Office Manager to join a fast-growing, award-winning insurance brokerage specialising in SME clients across the UK. This is a senior, hands-on role combining technical referral authority, people leadership, and operational oversight.

The Role

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Act as second-in-command to the Managing Director, supporting strategic planning and day-to-day operational management

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Serve as the primary technical referral point for the broking teams, providing expert guidance on commercial package policies, complex renewals, and new business placements

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Oversee and support Team Leaders, ensuring technical standards, compliance, and consistent quality of advice across sales and renewals

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Maintain ownership of technical governance, including insurer trading queries, referral outcomes, and adherence to underwriting authority

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Manage key operational functions such as daily performance reporting, lead allocation, file audits, complaints handling, and participation in senior management meetings

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Step in to handle and complete complex quotes and referrals where required, leading by example

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Represent the business at industry events, insurer meetings, and networking opportunities

Requirements

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Minimum 5 years’ experience in a leadership role within commercial insurance broking (Team Leader, Office Manager, or similar)

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Strong technical knowledge of SME commercial insurance, including new business, renewals, and mid-term adjustments

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Proven ability to act as a trusted technical referral resource for broking teams

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Experience managing workloads, handling insurer relationships, and resolving trading or placement issues

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Confident overseeing day-to-day operations and teams in the MD’s absence

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Highly organised, adaptable, and comfortable operating in a fast-paced, growth-focused environment

What’s on Offer

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Salary up to £60,000, depending on experience

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Hybrid working – 3 days per week in the Croydon office

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Opportunity to join an award-winning brokerage with strong growth plans and a diverse SME client portfolio

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A senior role with genuine influence over technical standards, people development, and business performance
Apply
Location:
Croydon
Salary:
£45,000 - £60,000 /annum
Job Type:
FullTime
Category:
Accounting/Financial/Insurance

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