Account Manager

Account Manager

Overview:

You will be the primary commercial and relationship lead for a portfolio of mid-to-large London insurance clients using our enterprise SaaS platform. This is a mid-level individual contributor role focused on account retention renewals and revenue growth working closely with Sales Product Implementation and Support to deliver value and deepen client partnerships. Personal relationships and regular face-to-face engagement across London are central to success.

Responsibilities:

Account ownership

• Own a portfolio of 5 to 8 strategic accounts maintain account plans and track health metrics.
  Retention and renewals
• Drive on-time renewals prepare renewal proposals and proactively mitigate churn risks.
  Revenue growth
• Identify qualify and progress upsell and cross-sell opportunities in partnership with Sales; support commercial negotiations to close deals.
  Client engagement
• Run quarterly business reviews executive briefings and adoption workshops to demonstrate ROI and strengthen relationships.
  Cross-functional coordination
• Act as the client advocate internally to influence product priorities implementation timelines and support SLAs.
  Operational rigour
• Keep CRM updated maintain accurate forecasts and produce concise account health reports.
  Escalation management
• Coordinate escalations and ensure timely resolution with Support and Professional Services.

Key Requirements:

Experience

• 36 years in B2B account management customer success or commercial roles; SaaS experience preferred.
  Commercial skills
• Proven track record managing renewals and contributing to account growth.
  Relationship skills
• Exceptional interpersonal and presentation skills; comfortable engaging senior stakeholders across underwriting broking operations and IT.
  Attributes
• Highly organised proactive consultative and relationship-driven.
  Market knowledge
• Familiarity with the London insurance market (insurers Lloyds brokers MGAs) is highly desirable.
  Tools and analysis
• Proficient with Hubspot Salesforce or similar CRM Excel/Sheets. PowerPoint and basic reporting.
  
  

Who we are

We are a fast-growing enterprise software company transforming the London insurance market through innovative data-driven solutions. Our platform streamlines claims processes enhances operational efficiency and empowers insurers to deliver better outcomes

Since our foundation we have grown to become the beating heart of collaborative claims processing in Lloyds and IUA are a growing team ofover95 colleagues based inDublinLondon and Tokyo.

Heres what we have to offer:

DOCOsoft aspires to be a market leader in the technology sector and we are always looking for new ways to approach projects or improve existing content. We look to hire people that will help us achieve this with hard workenthusiasmand an expression of their own ideas.

We offer our people the opportunity toimpactour growing business- everyones contribution matters!A team environment that is focused on the creation and delivery of great products for our clients. Exciting challenges to grow and enhance their skills and a competitive pay and benefits packageincluding;

• 25 days Annual Leave
• Privatepension
• Bonus scheme
• Private health
• Life assurance.
  

Required Experience:

Manager