Are you looking for your next account management role in the insurance / Insurtech industry? If so, we’d like to hear from you!
About the Role
As an Account Manager at SchemeServe, your day-to-day will involve engaging with our clients regularly— quality phone calls as well as video calls every day and meeting clients in person once or twice a week. Your main focus is cultivating long-lasting relationships that drive client retention and renewals, helping our customers succeed with our platform.
A Day in Your Role
Imagine starting your day reviewing SchemeServe client portfolio, identifying opportunities for growth, and catching up with clients on their account health. You might hop on a call to review a renewal, coordinate opportunities for clients to meet with SchemeServe management team and/or other clients, or liaise with internal teams to address client needs. You’ll proactively report on account success stories and alert the leadership team about opportunities or challenges. Throughout, you’ll ensure client data is accurate in our CRM system, helping the team stay aligned.
Main Responsibilities
Oversee client account management, including assisting and commencing negotiating long-term renewal contracts to maximise profit.
Operate as the day-to-day point of contact for any and all matters specific to client accounts.
Be the principal interface between SchemeServe experts and clients and develop a sixth-sense for who needs to talk to whom to retain client happiness / success levels.
Be the main point of escalation for complaints, clients who are unhappy or ‘lost in the system’, or simply need a more senior member of staff to talk to.
Organise regular corporate entertainment events and/or find means to get groups of clients together with the management team and other team members.
Continually monitor our portfolio of clients looking for opportunities & indicators of account health and report pro-actively and regularly Chief of Wunderwriting on successes, failures, account health and opportunities.
Be familiar with our account management software (CRM) and ensure that everyone is using it extensively and bio data and client communications are always stored centrally, in harmony with the efforts of any other relevant company member.
You will also be involved in outward sales campaigns and demos on a case by case basis.
Skills and Experience Required:
Experience in the insurance / Insurtech industry, enabling you to understand and speak your clients' language confidently, and to effectively address their needs and concerns.
Strong familiarity with insurance software platforms, ideally through previous hands-on experience or a background in using or managing such systems, combined with account management experience in any software company, to bridge the gap between technical solutions and client goals.
Excellent communication skills - comfortable on the phone and in written correspondence.
Proactive attitude and high curiosity - you enjoy asking questions, seeking to understand the bigger picture , and taking initiative without waiting for instructions.
A personable, proactive attitude and the ability to build rapport easily.
A full UK driving license and access to a car (for in-person meetings).
Note for Recruiters:
We are not currently accepting applications from recruitment companies that we already have a working relationship with. You are welcome to send an email if you really want, but it will be ignored. 😊
About SchemeServe
At its heart, SchemeServe is all about making insurance simple. Our platform helps insurance brokers, MGAs, and insurers design, build, and manage their own insurance products (or ‘schemes’) with ease. Some of our customers build their schemes themselves, while others rely on our expert Wunderwriters.
We’ve always been a fully remote company, but we still love getting together. Twice a year, we meet in person for Team Retreats - one in March and another in September. These are all about sharing ideas, relaxing, and building real connections. Past retreats have featured everything from archery tag and murder mystery nights to inflatable obstacle courses and axe throwing—so expect some fun!
We’re big on personal growth and love to see our team pushing themselves to learn and develop new skills. Need books, mentoring, or professional development opportunities? We’ve got you covered.
Plus, we offer flexible working, paid days to volunteer for causes you care about, a friendly and supportive team and a relaxed but ambitious company culture.
💡 Want to know more about how we do things?
Check out our ESG policies on Carbon Negativity, Equal Opportunities, and Diversity & Inclusion.