Strategic Client Relations Manager for Surety Bonds

Indevor Group; England; On-site; GBP 26,000 - 35,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Relationship management

Communication skills

Organisational skills

Commercial awareness

Stakeholder management

Attention to detail

KPI & SLA tracking

Client liaison with underwriters

Education

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

Tools

Salesforce

Job description

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.