Strategic Client Account Manager - Surety Bonds

Indevor Group Ltd; Lancashire; On-site; GBP 35,000 - 52,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Relationship building

Organised

Ownership

Attention to detail

Commercial awareness

Stakeholder management

Communication

KPI drive

CRM systems

Education

Cert CII or Dip CII

Tools

Salesforce

Job description

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.