Client Account Manager

Indevor Group; England; Sur place; GBP 26 000 - 35 000; Plein temps

Résumé du poste

Indevor Group is seeking a Client Account Manager to oversee a portfolio of client accounts in our surety bond division. You will deliver exceptional client service, maintain accurate records, and collaborate with underwriters to obtain quotations and progress applications.

The role emphasizes relationship-building, commercial awareness and proactive problem solving, with responsibility for onboarding new clients, cross-selling and meeting FCA compliance standards.

Qualifications

• Excellent relationship management and communication skills.
• Strong organisational and time management abilities.
• Commercial awareness and a proactive approach to identifying opportunities.
• Confidence working with clients, underwriters and senior stakeholders.
• High levels of accuracy, professionalism and attention to detail.
• Comfortable working towards KPIs, SLAs and wider departmental objectives.
• Experience using CRM systems, ideally Salesforce.

Responsabilités

• Manage a portfolio of client accounts and act as the primary point of contact for assigned clients.
• Build and maintain strong, long-term relationships with clients, understanding their business requirements and providing tailored support.
• Liaise with underwriters to obtain quotations, negotiate terms where appropriate and progress applications through to completion.
• Manage new business accounts and ensure a smooth onboarding experience for new clients.
• Identify opportunities to generate additional business through cross-selling, referrals and client retention initiatives.
• Monitor outstanding quotations, acceptances and bond issuances to ensure timely progression of all cases.
• Maintain accurate and up-to-date Salesforce records, dashboards and management information.
• Ensure all activity complies with FCA requirements, company policies and internal compliance standards.
• Monitor performance against KPIs and SLAs, taking ownership of service delivery and continuous improvement.
• Resolve client queries and issues promptly, supporting service recovery where required.
• Work collaboratively with Operations, Sales, Marketing, Referrer Relations and Finance to deliver a seamless client experience.
• Contribute to the improvement of operational processes, systems and procedures.
• Prepare weekly and monthly performance updates where required.
• Represent Indevor professionally in meetings, client calls and industry events where appropriate.

Connaissances

Relationship management

Communication skills

Organisational skills

Commercial awareness

Stakeholder management

Attention to detail

KPI & SLA tracking

Client liaison with underwriters

Formation

Certificate/Diploma in Chartered Insurance (Cert CII / Dip CII)

Outils

Salesforce

Description du poste

General Role Responsibilities

Manage a portfolio of client accounts, delivering exceptional service and building long-term relationships.

Work closely with underwriters and internal teams to obtain quotations, progress applications and secure the best outcomes for clients.

Provide prompt, professional communication to clients throughout the lifecycle of each bond transaction.

Support business growth through client retention, cross-selling opportunities and referral generation.

Maintain accurate Salesforce records, management information and compliance documentation.

Role Specific Responsibilities

Overview

The Client Account Manager is responsible for managing a portfolio of client accounts across Indevor’s surety bond business, ensuring outstanding client service, efficient case management and strong relationships with clients and underwriters.

The successful candidate will take ownership of enquiries from quotation through to issuance, maintain high standards of accuracy and compliance, and contribute to the continued growth and reputation of Indevor. They will be expected to understand their clients’ businesses, respond proactively to their requirements and work closely with underwriters to achieve the best possible outcomes.

The role combines relationship management, customer service and commercial awareness with strong administration and attention to detail. The Client Account Manager will be expected to manage their own workload effectively.

Role Specific Tasks

A. Manage a portfolio of client accounts and act as the primary point of contact for assigned clients.

B. Build and maintain strong, long-term relationships with clients, understanding their business requirements and providing tailored support.

C. Liaise with underwriters to obtain quotations, negotiate terms where appropriate and progress applications through to completion.

D. Manage new business accounts and ensure a smooth onboarding experience for new clients.

E. Identify opportunities to generate additional business through cross-selling, referrals and client retention initiatives.

F. Monitor outstanding quotations, acceptances and bond issuances to ensure timely progression of all cases.

G. Maintain accurate and up-to-date Salesforce records, dashboards and management information.

H. Ensure all activity complies with FCA requirements, company policies and internal compliance standards.

I. Monitor performance against KPIs and SLAs, taking ownership of service delivery and continuous improvement.

J. Resolve client queries and issues promptly, supporting service recovery where required.

K. Work collaboratively with Operations, Sales, Marketing, Referrer Relations and Finance to deliver a seamless client experience.

L. Contribute to the improvement of operational processes, systems and procedures.

M. Prepare weekly and monthly performance updates where required.

N. Represent Indevor professionally in meetings, client calls and industry events where appropriate.

The responsibilities outlined are representative of the principal duties associated with the role. All colleagues are expected to adopt a flexible approach, undertaking additional duties commensurate with the role and contributing to the wider success of the business where required.

Ideal Candidate Profile

The ideal candidate will have experience in account management, client services, insurance, financial services, construction, or a related professional environment. They will be highly organised, commercially aware and capable of managing multiple client relationships simultaneously while maintaining excellent attention to detail.

• Excellent relationship management and communication skills.
• Strong organisational and time management abilities.
• Commercial awareness and a proactive approach to identifying opportunities.
• Confidence working with clients, underwriters and senior stakeholders.
• High levels of accuracy, professionalism and attention to detail.
• Comfortable working towards KPIs, SLAs and wider departmental objectives.
• Experience using CRM systems, ideally Salesforce.

Additional Desirable Attributes

• Experience within account management roles.
• A collaborative approach and willingness to support wider team objectives.
• Previous experience within account management, client services, customer service or a similar client-facing role.
• Excellent relationship-building skills with the ability to establish credibility and trust with clients.
• Strong written and verbal communication skills.
• Highly organised with the ability to manage multiple accounts, priorities and deadlines effectively.
• Strong attention to detail and commitment to maintaining accurate records and documentation.
• Confident managing client queries, challenges and service issues professionally.
• Proactive and comfortable taking ownership of problems through to resolution.
• Able to build effective working relationships with both internal and external stakeholders.
• Comfortable working within a fast-paced, ambitious and continuously evolving business.
• Experience using CRM systems, particularly Salesforce, would be advantageous.
• Strong knowledge of Microsoft Office, particularly Outlook, Word, Excel and Teams.
• Takes pride in maintaining high standards of client service, professionalism and personal performance.

In addition to the above, we feel it would be useful for a candidate to have a Certificate and/or Diploma with the Chartered Insurance Institute (Cert CII / Dip CII), although this is not an essential requirement.

Indevor Group Introduction

Indevor Group is the UK’s leading provider of Infrastructure Support Services to the Housebuilding and Built Environment Sectors. Indevor prides itself on providing innovative solutions to serve our clientele with an underlying, paramount focus on delivering vital ancillary services to assist housebuilders addressing the shortfall of new homes completions in the United Kingdom.

Our clients include some of the UK’s leading FTSE 100 companies and leading New Homes Warranty Providers, where we take pride in delivering solutions that drive real impact.

We’ve built a culture that balances ambition with support. Indevor is a place where people are challenged to achieve their best while being part of a team that celebrates success together. Our commitment to our people has earned us Gold accreditation from Investors in People, Construction News Best Place to Work 2026 Nomination and recognition in The Sunday Times Best Places to Work for two consecutive years (2025 and 2026), underlining our belief that high performance and a fantastic workplace go hand in hand.

Indevor is not a place for someone simply looking to pick up a pay cheque or even just build a reasonable career. We are looking for people who want to become part of our evolving story and huge ambitions, want to work hard, embrace challenges, and help us deliver on our mission.

About Indevor Bonds

Indevor Bonds and Guarantees Limited represents the foundation of the Indevor Group’s specialist financial and infrastructure support division, established to become one of the UK’s leading providers of surety bond solutions to the Housebuilding, Construction and Infrastructure Sectors. Operating within a highly specialised and relationship-driven market, Indevor Bonds has developed a reputation for technical expertise, exceptional client service and innovative surety solutions.

As an FCA-regulated specialist brokerage, Indevor Bonds works with a broad panel of leading UK and international surety providers, giving clients access to tailored bond facilities across Performance Bonds, Section Bonds, Retention Bonds, Deposit Bonds and a wide range of bespoke guarantee products. The business has developed significant expertise in supporting major housebuilders, contractors, developers and infrastructure businesses with complex and high-value surety requirements.

Indevor Bonds has been built to provide an alternative to the traditional transactional approach to surety, combining technical knowledge, proactive client management and long-term strategic relationships with underwriters and beneficiaries. The business is designed around delivering certainty, responsiveness and commercial solutions that enable clients to progress development and construction projects efficiently.

Indevor Bonds has the ambition of being the most respected and recognised specialist surety bond brokerage in the UK, providing outstanding service, market-leading expertise and long-term value to its clients and partners. The business is focused on becoming the first choice for housebuilders, developers and contractors seeking specialist advice and dependable surety support.

Building on the wider Indevor Group’s reputation and relationships across the Housebuilding and Built Environment Sectors, Indevor Bonds is continuing to expand its national presence, strengthen its underwriting partnerships and invest in experienced, high-calibre professionals who will help drive the next stage of the company’s growth and success.

Pay

£25,776.00-£35,000.00 per year