Client Account Manager

Indevor Group Ltd; Warrington; Presencial; GBP 30.000 - 45.000; Jornada completa

Descripción de la vacante

Indevor Bonds is seeking a Client Account Manager to be the primary contact for a portfolio of clients, guiding bond enquiries from quotation to issuance. You will collaborate with underwriters and internal teams to keep cases progressing and ensure a high level of service.

This role emphasizes building long-term relationships, understanding client needs, and spotting opportunities to expand business while maintaining accurate CRM records and achieving KPIs.

Formación

• Experience in account management or client services roles.
• Ability to manage multiple client accounts and meet KPIs.
• Strong communication and relationship-building skills.

Responsabilidades

• Manage and develop a portfolio of client accounts for the bonds division.
• Be the main point of contact for assigned clients, ensuring smooth onboarding.
• Liaise with underwriters and internal teams to progress quotations and issues.
• Maintain accurate CRM/Salesforce records and monitor KPI performance.
• Identify opportunities for retention, referrals, and additional business.

Conocimientos

Relationship building

Client portfolio management

Communication skills

Attention to detail

Educación

Cert CII / Dip CII (advantageous)

Herramientas

Salesforce

CRM systems

Descripción del empleo

Client Account Manager - Indevor Bonds

Permanent | Full Time | Office Based

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.