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Client Relationship Manager

Client Relationship Manager

HMI Managed HealthcareQueenstown, Otago, New Zealand
1 day ago
Job description

As a key member of the Client Relationship team, you will be responsible for managing a portfolio of corporate clients, maintaining high retention rates, and ensuring service excellence. This role also involves relationship-building to support new business opportunities and requires strong communication, coordination, and problem‑solving skills to manage stakeholders effectively.

Key Responsibilities

  • Manage and maintain a portfolio of clients with a focus on client satisfaction and retention.
  • Serve as the main point of contact for inquiries from clients, insurers, and brokers.
  • Drive high client retention through proactive relationship management and service delivery.
  • Attend and support meetings with clients, insurers, or brokers depending on the engagement channel.
  • Host regular engagement sessions (weekly, monthly, quarterly) with key stakeholders, including :

Scheduling and facilitating meetings

  • Preparing and presenting SLA reports (claims, contact centre metrics, panel utilisation)
  • Taking and distributing meeting minutes
  • Driving actionable follow‑ups and relationship strengthening
  • Collaborate with internal departments to resolve client issues and ensure timely service recovery.
  • Support relationship management for new business opportunities, including pre‑sales engagement and onboarding of new clients.
  • Strengthen relationships with existing clients and actively identify upsell and referral opportunities.
  • Prepare client documentation including quotations, service agreements, and renewal packages.
  • Support audit and due diligence processes initiated by clients or insurers, working closely with internal stakeholders.
  • Maintain accurate records and data related to clients and insurers.
  • Generate and deliver monthly and ad‑hoc reports for clients and insurers.
  • Provide general administrative support such as document sorting, filing, and data entry.
  • Follow up on accounts receivables with clients and insurers as needed.
  • Job Requirements

  • Minimum of 5 years of relevant experience in client servicing, insurance, or related fields.
  • Prior experience in Employee Benefits or Corporate Solutions is highly preferred.
  • Strong ability to meet tight deadlines and work effectively across cross‑functional teams.
  • Excellent verbal and written communication skills in English.
  • Proficient in Microsoft Office tools, particularly Excel and PowerPoint.
  • Demonstrated ability to manage conflict, resolve issues, and build strong relationships.
  • Comfortable working in a fast‑paced, dynamic environment and adapting to evolving client and business needs.
  • Be careful - Don’t provide your bank or credit card details when applying for jobs. Don’t transfer any money or complete suspicious online surveys. If you see something suspicious, report this job ad.

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    Relationship Manager • Queenstown, Otago, New Zealand

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