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Account Manager

Job description

Providing the vital day-today link between the company and our clients.

As an Account Manager you provide the vital day-to-day link between the company and our clients. You are the main point of contact for the client - their experience of dealing with you defines their experience of dealing with us.

This is a fantastic opportunity to work with quality SME clients, you will build and maintain long-term relationship with your client portfolio

Client Relationship Management

  • Delivering recurring contractual services in a timely, effective and efficient manner
  • Building and maintaining a long-term relationship with your client portfolio
  • Managing questions, queries and issues from the client and their employees
  • Identifying opportunities to introduce new lines of business to existing clients
  • Maintain accurate CRM records for all allocated clients
  • Writing client reports
  • Maintaining high standards of compliance

Broking / Provider Management

  • Work closely with key provider relationships across Workplace Pensions, Health-care, Protection, and other Employee Benefits
  • Develop a good understanding of the range of products recommended to clients
  • Use provider systems / websites to complete key administrative tasks such as policy inception, leavers / joiners, renewals and insurance claims

Work collaboratively within The Ink Group

  • Work closely with other Account Managers in the business to ensure you have excellent knowledge of shared clients
  • Develop cross functional relationships with HR and Payroll colleagues to develop your knowledge and understanding
  • Share relevant data and information across functions to ensure outstanding client service is achieved


  • Flexible working - 2 days from home
  • Opportunities for promotion and career development, including helping to shape the future of the business as part of the team leadership group
  • Life Assurance
  • Employee Assistance Programme
  • Private GP service (online) and well-being programme
  • Private Medical Insurance (inc. dental cover)
  • Health screening
  • Enhanced pension (salary exchange)
  • Annual leave: Starting at 25 days per year + bank holidays

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.