Client Manager

Role overview

An established insurance brokerage is looking for an experienced professional to join its Auckland corporate team as a Client Manager. This position sits within a flexible working environment and offers the chance to develop your career with guidance from highly experienced mentors.

Key responsibilities

• Oversee and help manage a medium-to-large client portfolio so each client’s insurance and risk management requirements are met effectively.
• Support new business generation by identifying prospects and creating cross-selling opportunities.
• Build and sustain strong working relationships with important stakeholders, including insurance markets and distribution partners.
• Deliver tailored advice on complex insurance needs, including policy terms, covered risks, premium levels, benefits, and suitable cover recommendations.
• Track claims closely and work with internal claims staff or insurer claims officers to support prompt and, where possible, favourable outcomes.

What you need to succeed

The ideal candidate can take direction well, work cooperatively with others, and also operate independently with good self-management. You should be comfortable juggling several priorities at once and adjusting when circumstances change. Strong communication, leadership, and people skills are essential, along with a careful approach to quality, compliance, and accuracy.

Qualifications and experience

• A New Zealand Certificate in Financial Services (Level 5) is mandatory.
• Proven insurance broking experience in the financial services sector, including exposure to both local and international markets.
• Solid understanding of insurance products, relevant legal obligations, and the claims process.
• Good working knowledge of Microsoft Office Suite.
• Experience with WinBEAT (or an equivalent eGlobal-style system) is advantageous.

What’s on offer

• An agile and adaptable workplace.
• Strong training and development support across all levels.
• Discounted corporate private health cover and a free flu vaccination program.
• Salary continuance cover for you and your family in the event of illness or injury.
• Competitive pay packages with reward and recognition programs.
• Paid parental leave and volunteer leave.
• Opportunities to contribute to the communities where the business operates.
• Access to an employee assistance program offering coaching and counselling.
• Involvement in wellness, diversity, equity, inclusion, Ignite, and CSR associate groups.

About the employer

Founded in 1966, the business has grown into the world’s largest privately owned insurance broker. Its award-recognised culture gives associates the freedom to make decisions and help shape the direction of the organisation. Backed by experienced mentors and a strong client retention track record, the company employs people who help organisations build resilience and long-term profitability.

Application details

Applicants should submit a CV and a detailed cover letter explaining their interest in the role and how their background matches the position. The employer is an equal opportunity organisation and welcomes applications from people of all backgrounds, ages, faiths, cultural and linguistic communities, women, people with disabilities, LGBTIQ+ individuals, and Aboriginal and Torres Strait Islander peoples. Unsolicited CVs from recruitment agencies are not accepted, and fees will not be paid for speculative submissions.