Job Description

Job Header

Client Manager

Advertiser: AccelerateMore jobs from this company

Job Information

Job Listing Date
11 Feb 2019
Auckland, Waitakere & West Auckland
Work Type
Full Time
Insurance & Superannuation, Other

Seeking a Client Manager to join a professional and friendly team of financial advisers in a brand new office in Hobsonville. This is a great opportunity for someone with strong customer service skill  and a solutions focused attitude to advance their career in the Financial Services industry. 

The Client Manager will work in collaboration with another Client Manager and together  will be  responsible for the day to day account management of the client base. They are the first point of contact for policy information, alterations and additions and referring Advice queries. They will provide administrative support to the Advice team and will manage the business process for all product sets whilst looking for new ways of doing things.

Core duties:

  • Day to day account management
  • Implementing review process and conducting policy reviews 
  • Active claims management
  • Producing and presenting quotes to clients
  • Relationship management with suppliers
  • Gathering and maintaining high quality information in the CRM
  • Administrative support to the Advice team

You will be involved in managing the smooth running of the office environment and general office administration. 

With proven customer service and administration experience, you will thrive on working autonomously but also enjoy being part of a small, fun team. Excellent interpersonal and communication skills are essential, as is someone who can operate with a high level of accuracy and understands the importance of confidentiality.

Previous insurance and financial services experiences preferable but not essential. 

To find out more about us visit

Applications close on successful recruitment of the role

(Applicants will be asked to apply directly through SEEK which will then email to me)


The application form will include these questions:
  • Which of the following statements best describes your right to work in New Zealand?
  • What's your expected annual base salary?
  • Which of the following Microsoft Office products are you experienced with?
  • How much notice are you required to give your current employer?
  • What's your preferred work type?

Right to live and work

You must have the right to live and work in this location to apply for this job.

Report this job advert

Be careful- Don’t provide your bank or credit card details when applying for jobs. If you see something suspicious .

Share this role