Client Relationship Manager (Insurance)

Placements24; Cape Town; Hybrid; ZAR 420,000 - 640,000; Full time

Benefits offered by this job

Competitive salary

Medical aid

Retirement fund

Professional development

Hybrid work

Job summary

Placements24 is seeking a dynamic Client Relationship Manager to nurture strategic partnerships with key accounts in the Upington region. You will understand client needs, ensure satisfaction with insurance products, and identify growth opportunities as the primary liaison for major clients.

You will collaborate with sales, claims, and underwriting teams to deliver tailored solutions, conduct regular reviews, and drive retention and loyalty across the Northern Cape client base.

Qualifications

• Proven experience in client relationship or account management in insurance or financial services.
• Ability to explain complex insurance terms clearly.
• Excellent communication and interpersonal skills.

Responsibilities

• Manage a portfolio of existing clients, ensuring high levels of satisfaction and retention.
• Develop and execute strategies to deepen client relationships and identify cross-selling opportunities.
• Act as the main point of contact for client inquiries, resolving issues promptly and effectively.
• Conduct regular reviews with clients to understand their evolving needs and provide appropriate insurance solutions.
• Collaborate with internal teams (sales, claims, underwriting) to ensure seamless service delivery.
• Gather client feedback and provide insights to inform product development and service improvements.

Skills

Client relationship management

Account management

Insurance knowledge

Communication skills

Negotiation

Problem-solving

Education

Bachelor's degree in Business Administration/Marketing

Job description

About the Role

Our client is seeking a dynamic and customer-centric Client Relationship Manager to foster and maintain strong partnerships with their valued clients in the Upington area. This role is focused on understanding client needs, ensuring satisfaction with our insurance products and services, and identifying opportunities for growth. You will be the primary point of contact for key accounts, providing tailored support and strategic advice. This is an excellent opportunity to build lasting relationships and contribute to client retention and loyalty in the Northern Cape .

Key Responsibilities

• Manage a portfolio of existing clients, ensuring high levels of satisfaction and retention.
• Develop and execute strategies to deepen client relationships and identify cross-selling opportunities.
• Act as the main point of contact for client inquiries, resolving issues promptly and effectively.
• Conduct regular reviews with clients to understand their evolving needs and provide appropriate insurance solutions.
• Collaborate with internal teams (sales, claims, underwriting) to ensure seamless service delivery.
• Gather client feedback and provide insights to inform product development and service improvements.

Requirements

• Proven experience in client relationship management, account management, or a similar client-facing role, preferably within the insurance or financial services sector.
• Strong understanding of insurance products and the ability to explain complex terms simply.
• Excellent communication, negotiation, and interpersonal skills.
• Demonstrated ability to build rapport and maintain long‑term client relationships.
• Proactive problem‑solving skills and a customer‑focused approach.
• Bachelor's degree in Business Administration, Marketing, or a related field is advantageous.

Benefits

• Competitive annual salary and performance-based incentives.
• Comprehensive medical aid and retirement fund benefits.
• Opportunities for professional development and career progression.
• A supportive team culture and a collaborative work environment.
• Hybrid work flexibility, allowing for a balance between office presence and remote work in Upington .