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Account Manager – Insurance Sector
Are you an experienced Account Manager with a strong understanding of the financial services market? Our client, a recognised leader in financial data management, is looking for a collaborative and commercially minded professional to drive growth across key insurance accounts in the UK.
The Company
With over two decades of expertise, our client delivers innovative solutions across compliance, regulatory reporting, and automated reconciliations. Their enterprise platform strengthens financial control frameworks, supports balance sheet certification, and enables high-volume data migration.
Headquartered in the UK, they combine deep industry knowledge with advanced technology to provide scalable, tailored solutions to financial services organisations.
The Opportunity
Following private equity investment post-Covid, the business has entered an exciting phase of growth, supported by a dynamic leadership team and strong commercial function. With expansion into the US underway and a growing portfolio of high-value clients, the company is well-positioned for continued success.
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They are now seeking an Account Manager to focus on developing and expanding existing insurance sector clients across the UK, identifying new opportunities within established accounts and driving long-term value.
Key Responsibilities
- Manage and grow a portfolio of insurance sector accounts, driving revenue expansion and client retention
- Identify and develop upsell and cross-sell opportunities within existing clients
- Build and maintain strong, senior-level relationships across client organisations
- Collaborate with marketing and business development teams to support targeted account campaigns
- Develop and deliver value-based propositions aligned to client needs and regulatory challenges
- Own the full account lifecycle, from onboarding through to ongoing growth and renewal
- Work cross-functionally with product, delivery, and support teams to ensure successful client outcomes
- Represent the company at client meetings, industry events, and presentations
- Maintain accurate CRM records, forecasts, and account plans
- Contribute to wider commercial strategy, including pricing and go-to-market initiatives
- Support contract renewals and negotiate commercial agreements
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What We’re Looking For
- Strong knowledge of the financial services sector, including market dynamics and regulatory requirements
- Proven experience in account management within financial services or B2B SaaS environments
- Track record of growing existing accounts and delivering revenue targets
- Skilled in stakeholder management, with the ability to engage senior decision-makers
- Excellent communication, presentation, and relationship-building skills
- Commercially astute, with experience in managing complex client engagements
- Familiarity with structured sales or account management methodologies
If you’re looking to take ownership of strategic financial services accounts within a high-growth, technology-driven business, this is an excellent opportunity to make a real impact.
Apply now to be part of an organisation driving innovation and efficiency across financial services.
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