Client Account Manager

Indevor Group Ltd; Chorley; Vor Ort; GBP 28.000 - 38.000; Vollzeit

Zusammenfassung

Indevor Bonds is seeking a proactive Client Account Manager to own a portfolio of clients within our specialist surety division in Chorley. You will manage relationships from initial enquiry through to issuance, coordinate with underwriters and internal teams, and ensure a superb service experience across all client interactions.

You will be comfortable working toward KPIs, maintaining CRM records, and spotting opportunities to deepen and broaden accounts while delivering high levels of accuracy

Qualifikationen

• Experience in account management, client services or customer relationships.
• Experience using CRM systems; Salesforce experience is helpful.
• Cert CII or Dip CII advantageous but not required.

Aufgaben

• Managing and developing a portfolio of client accounts.
• Acting as the main point of contact for your assigned clients.
• Building long-term, trusted relationships and understanding client requirements.
• Liaising with underwriters to obtain quotations and progress applications.
• Managing onboarding and ensuring a smooth customer experience.
• Monitoring quotations, acceptances and bond issuances to keep cases moving.
• Identifying opportunities for client retention, referrals and additional business.
• Resolving client queries and taking ownership of issues through to completion.
• Maintaining accurate CRM and Salesforce records.
• Working with Sales, Operations, Marketing, Finance and Referrer Relations.
• Monitoring service levels, KPIs and client performance.
• Supporting continuous improvement of processes and the client journey.

Kenntnisse

CRM experience

Relationship building

Underwriting liaison

Salesforce experience

Ausbildung

Cert CII or Dip CII (advantage)

Jobbeschreibung

Client Account Manager Indevor Bonds

Permanent Full Time Office Based

Are you an experienced Account Manager, Client Services professional or commercially minded customer relationship specialist looking for an opportunity where you can genuinely take ownership of your clients and build a long-term career?

Indevor Bonds and Guarantees Limited is looking for a driven and personable Client Account Manager to join our growing team in Chorley.

This is an excellent opportunity to become part of a specialist, ambitious business where you ll manage your own portfolio of clients, build strong relationships and play an important role in delivering an exceptional service across our surety bond business.

The Opportunity

As Client Account Manager, you ll become the primary point of contact for a portfolio of clients, managing relationships and supporting bond enquiries from initial quotation through to final issuance.

You ll work closely with clients, underwriters and internal teams to ensure applications progress efficiently, issues are resolved quickly and clients receive a consistently high level of service.

This isn t simply an administrative account management position. We re looking for someone who enjoys developing relationships, understanding their clients businesses and spotting opportunities to strengthen and grow those accounts.

What You ll Be Doing

• Managing and developing a portfolio of client accounts.

• Acting as the main point of contact for your assigned clients.

• Building long-term, trusted relationships and understanding individual client requirements.

• Liaising with underwriters to obtain quotations and progress applications.

• Managing new client onboarding and ensuring a smooth customer experience.

• Monitoring quotations, acceptances and bond issuances to keep cases moving.

• Identifying opportunities for client retention, referrals and additional business.

• Resolving client queries and taking ownership of issues through to completion.

• Maintaining accurate CRM and Salesforce records.

• Working collaboratively with Sales, Operations, Marketing, Finance and Referrer Relations.

• Monitoring service levels, KPIs and client performance.

• Supporting the continuous improvement of processes and the overall client journey.

What We re Looking For

We re open to speaking with people from a range of backgrounds including account management, client services, insurance, financial services, construction or other professional client-facing environments.

You ll ideally be someone who:

• Builds strong relationships naturally and communicates confidently.

• Is highly organised and comfortable managing several client accounts simultaneously.

• Takes ownership and follows tasks through to completion.

• Has strong attention to detail and maintains high standards of accuracy.

• Is commercially aware and able to identify opportunities within existing relationships.

• Is comfortable dealing with clients, senior stakeholders and external partners.

• Enjoys working within a fast-moving and ambitious environment.

• Is comfortable working towards KPIs and service levels.

• Has experience using CRM systems; Salesforce experience would be particularly useful.

Experience within insurance, surety bonds or financial services would be beneficial but isn t essential.

A Cert CII or Dip CII qualification would also be advantageous, although this is not a requirement.

Why Join Indevor?

Indevor Group is a growing provider of specialist Infrastructure Support Services to the UK Housebuilding and Built Environment sectors, working with major organisations across the industry.

We ve created a business where ambitious people are given the opportunity to make an impact, develop their careers and contribute to the continued growth of the Group.

Our commitment to our people has been recognised through:

Investors in People Gold accreditation
The Sunday Times Best Places to Work 2025 & 2026
Construction News Best Place to Work 2026 Nomination

About Indevor Bonds

Indevor Bonds is an FCA-regulated specialist surety brokerage, supporting housebuilders, developers, contractors and infrastructure businesses with a wide range of surety solutions.

Working with leading UK and international surety providers, we support clients across areas including Performance Bonds, Section Bonds, Retention Bonds, Deposit Bonds and bespoke guarantee solutions.

We re continuing to grow our national presence and are looking for ambitious people who want to develop alongside the business.

If you re looking for an Account Management opportunity where you can own your relationships, build commercial experience and become part of a growing specialist business, we d love to hear from you.