Client Account Manager

Indevor Group Ltd; Lancashire; Sur place; GBP 35 000 - 52 000; Plein temps

Résumé du poste

Indevor Bonds is seeking a Client Account Manager to join our Chorley team. You will manage a portfolio of clients, act as the main contact, and drive exceptional service across our surety bond business.

You'll collaborate with underwriters and internal teams, onboard new clients, monitor quotations and bond issuances, and identify opportunities to grow accounts. Prior experience in insurance or financial services is beneficial.

Qualifications

• Experience in account management, client services or customer relationship roles.
• Comfortable working in a fast-moving, ambitious environment.
• Experience using CRM systems; Salesforce experience is advantageous.

Responsabilités

• Manage and develop a portfolio of client accounts.
• Act as the main point of contact for assigned clients.
• Build long-term, trusted relationships and understand client requirements.
• Liaise with underwriters to obtain quotations and progress applications.
• Onboard new clients and ensure a smooth customer experience.
• Monitor quotations, acceptances and bond issuances to keep cases moving.
• Identify opportunities for client retention and growth.
• Resolve client queries and own issues through to completion.
• Maintain accurate CRM/Salesforce records.
• Collaborate with Sales, Operations, Marketing, Finance and Referrer Relations.
• Monitor service levels, KPIs and client performance.
• Contribute to continuous process improvement of the client journey.

Connaissances

Relationship building

Organised

Ownership

Attention to detail

Commercial awareness

Stakeholder management

Communication

KPI drive

CRM systems

Formation

Cert CII or Dip CII

Outils

Salesforce

Description du poste

Client Account Manager Indevor Bonds

Chorley, Lancashire 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.