Client Relationship Manager (Insurance)

Placements24; Mossel Bay; Hybrid; ZAR 420,000 - 650,000; Full time

Benefits offered by this job

Hybrid work model

Health insurance

retirement benefits

Career development

Employee assistance program

Job summary

Placements24 is seeking a proactive Client Relationship Manager for Mossel Bay, Western Cape. You will nurture and grow relationships with existing clients, coordinate with underwriting, claims and other teams, and ensure high service standards and tailored insurance solutions.

The role requires 4+ years in client or account management in insurance or financial services, strong communication and negotiation skills, a relevant tertiary qualification, and proficiency with CRM systems and Microsoft

Qualifications

• Relevant tertiary qualification in Business, Finance, or a related field.
• Minimum of 4 years of experience in client/account management within insurance or financial services.
• Proven ability to build and maintain long-term client relationships.
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of insurance products and financial services.
• Proficiency with CRM systems and Microsoft Office Suite.

Responsibilities

• Manage and grow a portfolio of key client accounts, serving as their main point of contact.
• Develop deep understanding of client needs and insurance requirements.
• Proactively engage with clients to ensure satisfaction with products and services.
• Identify opportunities for upselling and cross-selling insurance products.
• Address inquiries, concerns, and feedback promptly and professionally.
• Coordinate with underwriting, claims, and other departments to ensure seamless service delivery.
• Conduct regular client reviews and performance reporting.
• Build trust-based relationships with key stakeholders at client organizations.
• Contribute to client retention strategies and initiatives.
• Stay informed about industry trends and product developments to provide informed advice.

Skills

Client management

Relationship building

Communication

Negotiation

CRM systems

Microsoft Office

Independent and collaborative work

Education

Business/Finance degree

Tools

CRM systems

Microsoft Office

Job description

About the Role

Our client, a distinguished player in the financial services sector specializing in insurance, is seeking a proactive and client-focused Client Relationship Manager to join their team in Mossel Bay, Western Cape. This critical role is centered around nurturing and strengthening relationships with the company's existing client base, ensuring high levels of customer satisfaction and retention. You will be the primary point of contact for key clients, understanding their evolving needs and coordinating with internal departments to deliver exceptional service and tailored insurance solutions. The ideal candidate will possess outstanding communication skills, a thorough understanding of insurance products, and a genuine passion for building lasting partnerships. This position offers a fantastic opportunity to contribute significantly to client success in the beautiful Western Cape region.

Key Responsibilities

• Manage and grow a portfolio of key client accounts, serving as their main point of contact.
• Develop a deep understanding of client needs, business objectives, and insurance requirements.
• Proactively engage with clients to ensure satisfaction with products and services.
• Identify opportunities for upselling and cross-selling relevant insurance products.
• Address client inquiries, concerns, and feedback promptly and professionally.
• Coordinate with underwriting, claims, and other departments to ensure seamless service delivery.
• Conduct regular client reviews and performance reporting.
• Build strong, trust-based relationships with key stakeholders at client organizations.
• Contribute to client retention strategies and initiatives.
• Stay informed about industry trends and product developments to provide informed advice.

Requirements

• A relevant tertiary qualification in Business, Finance, or a related field is preferred.
• Minimum of 4 years of experience in client management, account management, or a related role within the insurance or financial services industry.
• Proven ability to build and maintain strong, long-term client relationships.
• Excellent communication, negotiation, and interpersonal skills.
• Strong understanding of various insurance products and financial services.
• Problem-solving skills and the ability to handle client issues effectively.
• Proficiency in CRM systems and Microsoft Office Suite.
• Ability to work independently and collaboratively in a hybrid work environment.
• A customer-centric approach with a commitment to service excellence.
• Knowledge of the Mossel Bay and surrounding Western Cape market is advantageous.

Benefits

• Competitive salary with performance-based incentives.
• Hybrid work model offering a balance between office and remote work.
• Comprehensive health insurance and retirement benefits.
• Opportunities for professional development and skills enhancement.
• A supportive team environment focused on collaboration.
• Exposure to a wide range of insurance products and client types.
• Career growth prospects within a reputable organization.
• Employee assistance program.