Account Manager in Woking

CAL (Conveyancing Alliance), part of Movera, a group of home‑moving brands, is on a mission to transform the property market for the better. As a forward‑thinking and tech‑enabled group, we’re proud of our commitment to outstanding client care.

As an Account Manager at CAL based in Woking, you will play a key role in sourcing and registering mortgage brokers onto the Broker Conveyancing system, proactively finding and targeting potential brokers, as well as maintaining regular contact with existing clients. In this role, you will work closely with the Account Management Team to strategically identify key actions to develop relationships with brokers, managing your own diary to balance prospecting, retention, and development of all accounts.

• Source and register mortgage brokers onto the Broker Conveyancing system – providing the broker with the key benefits to sell the service to their clients.
• Proactively find and create own hitlist of brokers/firms to target.
• Continuously pro-actively hunt, source and register new brokers, whilst developing existing broker portfolio.
• Maintain regular contact with all brokers via phone, email and face-to-face visits.
• Work in close partnership with the office-based ACM team to establish a process of contact for individual broker/firm and enhance the value of our proposition.
• Strategically identify key actions to develop individual brokers/firms.
• Manage own diary to balance the prospecting, retention and development of all accounts to achieve targets set across all conveyancing platforms.
• Assist brokers with ongoing cases – liaising with fee earners to gain updates, liaising with ACM team to gain updates where applicable and when required take further action via partner contacts at law firms.
• Assist brokers with the placement of new matters, answering queries and guiding brokers to the correct law firm.
• Attend monthly review meetings with all key providers.
• Use MI data to monitor performance and identify areas of development, then use for setting targets and expectations.
• Create monthly working plan to ensure all areas of business are covered.

• Excellent interpersonal skills and the ability to build and maintain strong relationships.
• Proven track record in sales and business development, with a strong ability to build relationships and generate new business with clients, partners, and colleagues.
• Strong verbal and written communication skills, including the ability to effectively present information and negotiate.
• Excellent organisational and time management skills, with the ability to prioritise tasks and meet deadlines.
• An understanding of the mortgage and conveyancing market, including industry trends and regulations desirable but not essential.
• Strong problem-solving skills and the ability to think critically and creatively.
• Ability to work effectively as part of a team and collaborate with colleagues across different departments.

• A lucrative, underpinned OTE plan.
• 25 days holiday + your birthday off!
• Hybrid working: Tuesday to Thursday are set office working days.
• Free conveyancing legal fees.
• Moving home days off.
• Volunteering days.
• Retailer discounts and frequent socials.
• Refer a friend bonuses.

Look forward to Monday mornings at Movera, we have the culture, technology and purpose to change the way you feel about your job. At Movera, we celebrate diverse backgrounds, experiences, and perspectives. We strive to create an environment where everyone feels valued, heard, and empowered. We believe that a diverse workforce brings unique perspectives and ideas that drive innovation and excellence. We welcome and encourage applications from individuals of all backgrounds, including those from underrepresented groups. If you need any support during the application process, please let us know.

Please note that as part of our commitment to maintaining a safe and trustworthy workplace, all offers of employment are subject to satisfactory completion of DBS (Disclosure and Barring Service) checks and financial background checks. These checks are conducted to ensure the safety of our employees and clients and to uphold the highest standards of integrity and compliance in our operations.