Key Responsibilities:
Account Management & Relationship Development:
Build, manage, and strengthen relationships with key accounts and introducer partners across the business
Serve as the main point of contact for all matters relating to client needs, concerns, and account performance
Work closely with New Business Advisors, New Business Managers, and Team Leads to ensure effective delivery of Key Account SLAs and KPIs
Liaise effectively between key accounts and fee earners to maximise productivity and increase pipeline turnover
Attend regular meetings with key accounts, stakeholders, and internal teams to maintain strong working relationships and provide ongoing support
Deliver training, guidance, and support to introducers on processes, systems, and service standards
Develop a thorough understanding of each account, including structure, objectives, opportunities, and service expectations
Build long-term, trusted partnerships that support sustainable business growth
Commercial Performance & Business Growth
Identify opportunities to increase lead volumes, instructions, and revenue within existing accounts
Conduct regular analysis and reporting to identify successes, gaps, and areas for improvement across accounts
Develop and implement strategies to maximise opportunities and improve pipeline conversion
Produce and deliver weekly and monthly account performance reports, including leads, instructions, pipeline activity, and opportunities
Remain commercially focused at all times, ensuring consistent billings, accurate forecasting, and revenue growth across accounts
Work towards and exceed quarterly targets, with commission payable upon achievement
Service Delivery & Problem Resolution
Efficiently manage and resolve key account or client complaints in a professional and solutions-focused manner
Ensure smooth communication and handovers between referral partners and conveyancing teams
Support consistent SLA delivery and service excellence across all accounts
Act as a proactive problem solver, identifying issues early and implementing effective resolutions
About You
We are looking for a motivated and commercially minded individual who enjoys developing relationships, delivering results, and working collaboratively within a high-performing team environment.
Essential Skills & Experience
Experience in an Account Management, Customer Relationship Management, Sales, or Business Development role
Strong relationship-building skills with the ability to manage panel or key account relationships at all levels
Commercially driven with a strong focus on targets, growth, and performance
Strong conveyancing, property, or legal sector knowledge with the ability to allocate work effectively
Excellent organisational skills with exceptional attention to detail
A confident and consultative communicator with strong verbal and written communication skills
Self-motivated, enthusiastic, and proactive in approach
Strong problem-solving ability with a solutions-focused mindset
Good working knowledge of Microsoft Office, including Word and Excel
Ability to work both independently and collaboratively as part of a team
Company Core Values:
Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be
Integrate : Bring together people and systems into a cohesive force
Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth
Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage
