Client Account Manager - Bonds & Surety Relationships

Indevor Group Ltd; Chorley; On-site; GBP 28,000 - 38,000; Full time

Job summary

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

Qualifications

• 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.

Responsibilities

• 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.

Skills

CRM experience

Relationship building

Underwriting liaison

Salesforce experience

Education

Cert CII or Dip CII (advantage)

Job description

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