SchemeServe
Account Manager – Insurtech
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Are you an Account Manager who enjoys solving problems, getting things done and understanding how technology can make a difference to customers?
If you’re naturally curious, enjoy working out how things work and like bringing the right people together to find solutions, we’d like to hear from you.
Insurance or Insurtech experience is a major bonus, but we’re particularly interested in people with a strong mindset and a genuine curiosity about finding tech solutions.
About The Role
As an Account Manager at SchemeServe, your day-to-day will involve engaging with our clients regularly — through quality phone calls and video calls every day, as well as meeting clients in person once or twice a week.
Your main focus will be cultivating long-lasting relationships that drive client retention and renewals, helping our customers succeed with SchemeServe.
However, this role is about more than simply managing relationships. Our clients rely on us to help them solve problems, and you’ll often need to work out who needs to be involved, bring the right people together, find the answers and keep things moving until a solution is found.
You’ll need to be someone who is curious about how things work, take ownership, ask questions, follow the different threads, understand what’s happening and work with our technical and insurance experts to find a way forward.
While we’re a fully remote company, this role involves regular in-person client meetings (typically once or twice per week), so it suits someone who enjoys getting out to meet customers.
Salary: £40,000+ (depending on experience)
Who This Role Suits
This role is ideal for someone who:
- Enjoys building strong, long-term relationships with clients
- Is naturally curious and interested in technology and how things work
- Enjoys solving problems and finding practical solutions
- Takes ownership and follows things through rather than simply passing problems on
- Is good at bringing the right people together to get things done
- Is hardworking, responsive and able to move things forward quickly
- Is diligent and detail-oriented, with the ability to keep track of multiple threads at once
- Enjoys asking questions and understanding the bigger picture and isn’t afraid to dig deeper
- Is comfortable working with both technical and non-technical people
- Takes a proactive approach to identifying opportunities to improve client outcomes
- Is an excellent communicator
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Main Responsibilities
- Own the day-to-day relationship with your portfolio of clients, building strong relationships and supporting retention and renewals.
- Act as the primary interface between clients and SchemeServe, making sure the right people are involved at the right time.
- Take ownership of customer issues and drive them through to resolution — bringing together the right people, coordinating actions and keeping things moving.
- Investigate customer problems, understand the different threads involved and work with internal teams to find practical solutions.
- Act as a senior point of escalation for client concerns or complaints.
- Monitor account health, identifying risks, opportunities and areas where we can improve the customer experience.
- Report proactively to the Chief of Wunderwriting on successes, risks, account health and opportunities across your portfolio.
- Support long-term renewal negotiations and identify opportunities for account growth.
- Keep the CRM up to date, ensuring client records and communications are accurately recorded and accessible to the wider team.
- Support outward sales campaigns and platform demonstrations on a case-by-case basis.
- Organise corporate entertainment events and opportunities for clients to engage with the management team and other customers.
Skills And Experience Required
- Experience in account management, client relationship management, customer success or a similar customer-facing role.
- A genuine curiosity about technology and an interest in understanding how software and systems work. You don’t need to be a developer, but you should be comfortable asking technical questions and working with technical teams.
- Strong problem-solving skills and a practical, solutions-focused mindset.
- Excellent communication skills, with the ability to communicate confidently with both technical and non-technical people.
- Strong organisational and prioritisation skills, with excellent attention to detail and the ability to keep track of multiple workstreams.
- A proactive and diligent approach, with the ability to work at pace and follow things through without needing to be chased.
- Experience working with software, technology platforms or SaaS products is highly desirable.
- The ability to build rapport easily and develop trusted, long-term client relationships.
- Experience in the insurance / Insurtech industry is a major bonus and will help you quickly understand our customers, their challenges and the environment they operate in.
- A full UK driving licence and access to a car (for regular in-person client meetings).
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About SchemeServe
SchemeServe is insurance software like no other.
Hosted in the cloud for MGAs, brokers and insurers, the SchemeServe platform boasts unique flexibility, unstoppable innovation and truly Obsessive Support.
Started in 2000 by our CEO, Adam, SchemeServe has grown from strength to strength, never having taken outside investment. We're proud of how far we've come and how loyal we've stayed to our Core Values.
We're fully remote (we were doing it before it was fashionable!), although we get together twice a year for Team Retreats.
We prize self-development and encourage everyone to keep learning and challenging themselves. Free books? Mentoring? Professional development? You got it.
We also offer flexible working, paid charity days, a fantastic, relaxed and open company culture.
We genuinely believe this is the best place you could ever work.
If you're excited, good! So are we.
Come and join the Insurtech revolution!
💡 Want to know more about how we do things?
Check out our ESG policies on Carbon Negativity, Equal Opportunities, and Diversity & Inclusion.
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. 😊
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