Account Manager
- Location
- United Kingdom
- Seniority
- Manager
- Salary
- Not stated
- Posted
- 5 Nov 2026
Verified open 5 Nov 2026 · Source: Company careers page
About the role
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Lead Types
Lead Types
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Financial Services
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Business
-
Home & Pet Insurance
-
Personal Insurance
-
Travel Insurance
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Vehicle Insurance
Financial Services
Adverse Mortgage
Auction, Bridging & Development Loan
Buy-to-Let (BTL) Mortgage
Commercial Finance
Commercial Mortgage
Equity Release
Estate Planning
Funeral Planning
Independent Financial Adviser (IFA)
Mortgage
Pension
Remortgage
Second Charge Loan
Will Writing
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsBusiness
Accountancy
Business Energy
Business Protection Insurance
Key Man Insurance
Landlord Insurance
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsHome & Pet Insurance
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsPersonal Insurance
Critical Illness Insurance (CIC)
Income Protection
Life Insurance
Over 50s Life Insurance
Private Health Insurance (PHI)
Relevant Life Insurance
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsTravel Insurance
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsVehicle Insurance
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsCall us today: 0333 012 4004
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We have 4 membership levels based on the number of leads you generate each month
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Guides
Mortgage Broker Scripts
Example scripts for mortgage brokers to help you get the conversation going.
Lead Refund Policy
What is and isn't in our lead refund policy.
Chase Email Templates for Mortgage Brokers
Sample emails brokers can use for client chasing
Tips to Help Mortgage Brokers Convert Leads Over Video Call
How to convert leads over video call
Discover our membership rewards
We have 4 membership levels based on the number of leads you generate each month
LeadCrowd RewardsCall us today: 0333 012 4004
Follow us on social:
Account Manager
Register with LeadCrowd and start receiving enquiries today!
How It Works
1
CHOOSE FROM A VARIETY OF LEAD TYPES
We’re a fully-stocked lead marketplace. Our enquiries comes from multiple sources, so there is plenty of choice and variety.
2
SET YOUR LEAD CRITERIA
You can target leads by location and generate enquiries from specific postcodes, counties, countries or within a certain radius.
3
Leads on Demand
Our self-service platform lets you turn leads on and off at any time, 24/7. You can decide when to schedule your campaigns.
Job Description
This job description outlines the areas of work that an accounts manager may undertake in the course of their duties, it does not provide a definitive list.
Scope of Role
- Generate sales among client accounts, including upselling and cross-selling
- Operates as the point of contact for assigned customers
- Develops and maintains long-term relationships with accounts
- Makes sure clients receive requested products and services in a timely fashion
- Communicates client needs and demands to employer company
- Forecasts and tracks client account metrics
- Manage projects within client relationships, working to carry out client goals while meeting company goals
- Identifies opportunities to grow business with existing clients
- Coordinate with staff members working on the same account to ensure consistent service
- Collaborates with sales team to reach prospective clients
- Service multiple clients concurrently, often meeting deadlines
Knowledge & Skills
To participate in continued professional development, training, one to ones and performance reviews, taking responsibility for own professional development and responding to agreed objectives.
- Account Management Experience
- Client-Focused Solutions Experience
- Project Management Skills
- Ability to Communicate Client Needs with Staff
- Talent for Influencing Client Management
- Ability to Manage Multiple Projects and Relationships Simultaneously
- Negotiation Skills
- Listening Skills, Communication Skills
- Presentation Skills
- Time Management Skills
- BA/BS Degree
Other Requirements
- Co-operate in an open and frank manner with other members of staff.
- To engage in day to day administration duties within the office environment as set out by office manager.
- To act in a professional manner during working hours.
- Ensure that client confidentiality and data protection is observed at all times.
- Bring to the attention of your Supervisor any difficulties immediately.
- Any other duties commensurate with the role as discussed and agreed with the company directors.
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