At a Glance
- Tasks: Manage and grow insurance accounts, driving revenue and client retention.
- Company: Leading financial data management firm with over 20 years of expertise.
- Benefits: Competitive salary, dynamic growth environment, and opportunities for professional development.
- Other info: Exciting phase of growth with expansion into the US and a strong leadership team.
- Why this job: Join a high-growth company and make a real impact in the financial services sector.
- Qualifications: Experience in account management and strong knowledge of financial services.
The predicted salary is between 40500 - 49500 £ per year.
Are you an experienced Account Manager with a strong understanding of the financial services market? Our client, a recognised leader in financial data management, is looking for a collaborative and commercially minded professional to drive growth across key insurance accounts in the UK.
The Company
With over two decades of expertise, our client delivers innovative solutions across compliance, regulatory reporting, and automated reconciliations. Their enterprise platform strengthens financial control frameworks, supports balance sheet certification, and enables high-volume data migration. Headquartered in the UK, they combine deep industry knowledge with advanced technology to provide scalable, tailored solutions to financial services organisations.
The Opportunity
Following private equity investment post-Covid, the business has entered an exciting phase of growth, supported by a dynamic leadership team and strong commercial function. With expansion into the US underway and a growing portfolio of high-value clients, the company is well-positioned for continued success. They are now seeking an Account Manager to focus on developing and expanding existing insurance sector clients across the UK, identifying new opportunities within established accounts and driving long-term value.
Key Responsibilities
- Manage and grow a portfolio of insurance sector accounts, driving revenue expansion and client retention
- Identify and develop upsell and cross-sell opportunities within existing clients
- Build and maintain strong, senior-level relationships across client organisations
- Collaborate with marketing and business development teams to support targeted account campaigns
- Develop and deliver value-based propositions aligned to client needs and regulatory challenges
- Own the full account lifecycle, from onboarding through to ongoing growth and renewal
- Work cross-functionally with product, delivery, and support teams to ensure successful client outcomes
- Represent the company at client meetings, industry events, and presentations
- Maintain accurate CRM records, forecasts, and account plans
- Contribute to wider commercial strategy, including pricing and go-to-market initiatives
- Support contract renewals and negotiate commercial agreements
What We’re Looking For
- Strong knowledge of the financial services sector, including market dynamics and regulatory requirements
- Proven experience in account management within financial services or B2B SaaS environments
- Track record of growing existing accounts and delivering revenue targets
- Skilled in stakeholder management, with the ability to engage senior decision-makers
- Excellent communication, presentation, and relationship-building skills
- Commercially astute, with experience in managing complex client engagements
- Familiarity with structured sales or account management methodologies
If you’re looking to take ownership of strategic financial services accounts within a high-growth, technology-driven business, this is an excellent opportunity to make a real impact.
Account Manager - Insurance employer: Tenon Search
As a leading player in financial data management, our client offers a vibrant work culture that fosters collaboration and innovation. Employees benefit from a dynamic environment with ample opportunities for professional growth, particularly as the company expands into new markets like the US. With a strong focus on employee development and a commitment to delivering tailored solutions, this is an excellent place for Account Managers looking to make a meaningful impact in the insurance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager - Insurance
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Tenon Search. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Manager - Insurance
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Tenon Search.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Tenon Search's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Tenon Search
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Tenon Search.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Tenon Search will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Tenon Search employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
