Account Manager

Account Manager

Overview:

As Account Manager you will act as 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 retention renewals and revenue growth. You will work closely with Sales Product Implementation and Support to deliver measurable value and deepen long-term client partnerships. Strong personal relationships and regular face-to-face engagement across London are central to success in this role.

Responsibilities:

• Own a portfolio of 58 strategic accounts maintaining clear account plans stakeholder maps and health metrics.
• Drive on-time renewals preparing renewal proposals and proactively identifying and mitigating churn risks.
• Identify qualify and progress upsell and cross-sell opportunities in partnership with Sales supporting commercial negotiations to close growth opportunities.
• Lead quarterly business reviews executive briefings and adoption sessions to demonstrate ROI and strengthen senior stakeholder relationships.
• Act as the primary client advocate internally influencing product priorities implementation timelines and service expectations where required.
• Coordinate escalations effectively ensuring timely resolution in collaboration with Support and Professional Services.
• Maintain accurate CRM data revenue forecasts and concise account health reporting to support commercial visibility and planning.

Key Requirements:

• 36 years experience in B2B account management customer success or commercial roles ideally within a SaaS environment.
• Demonstrated track record managing renewals and contributing to account growth within complex client organisations.
• Strong commercial acumen with the ability to balance relationship management and revenue accountability.
• Excellent interpersonal presentation and stakeholder management skills with confidence engaging senior leaders across underwriting broking operations and IT functions.
• Highly organised proactive and consultative in approach with strong follow-through and ownership.
• Familiarity with the London insurance market (insurers Lloyds brokers MGAs) is highly desirable.
• Proficiency using CRM systems such as HubSpot or Salesforce along with strong Excel/Sheets and PowerPoint skills for reporting and client presentations.

Who we are:

DOCOsoft is a leading software and services provider to Lloyds of London and the broader London insurance market. Since our foundation we have grown to become one of the leading insurance software specialists in the London Insurance Market. We are a growing team of over 90 colleagues based in Dublin London Tokyo Portugal SpainIndiaand Poland.

Hereswhat we have to offer:

DOCOsoft aspires to be a market leader in the technology sector and we are always looking for new ways to improve how we deliver value. We hire people who bring hard work enthusiasm and their own ideas.

We offer:

• 25 days Annual Leave

• Private pension

• Bonus scheme

• Private health
• Life assurance
  

Equal Opportunity Employer:

DOCOsoft is committed to building an inclusive and diverse team that represents a variety of backgrounds experiences and perspectives. We welcome applications from all suitably qualified candidates and do not discriminate on any legally protected grounds. If you require reasonable accommodation during any stage of the recruitment process please let us know.

Required Experience:

Manager