SME Client Manager

Aon
New Zealand
Workplace: OnsiteFull timeFunction: Customer Success & Account ManagementEducation: certificationSkills: ["Communication","Relationship management","Organisational skills","Client service","Stakeholder management"]

Manage and grow a diverse SME client portfolio by handling servicing needs, identifying upsell and new business opportunities, and strengthening relationships with clients, underwriters, and internal stakeholders. Use your insurance broking expertise to provide accurate client responses, prepare proposals, and coordinate renewals with premium calculations. The role emphasizes tailored strategy development, retention, and long-term client success, supported by onboarding and professional development.

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FursaFursa
Aon
Aon
2 days ago

SME Client Manager

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Manage and grow a diverse SME client portfolio by handling servicing needs, identifying upsell and new business opportunities, and strengthening relationships with clients, underwriters, and internal stakeholders. Use your insurance broking expertise to provide accurate client responses, prepare proposals, and coordinate renewals with premium calculations. The role emphasizes tailored strategy development, retention, and long-term client success, supported by onboarding and professional development.
Location: New Zealand
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Manage client servicing requirements and deliver high-quality client service.
  • •Identify opportunities for growth within the existing client base and pursue new business opportunities.
  • •Liaise with external stakeholders to provide professional, accurate, and efficient client responses.
  • •Prepare proposals for new business opportunities.
  • •Coordinate client renewals and prepare premium calculations.

Pay and Benefits

Perks:Health InsuranceLife InsuranceIncome ProtectionEap ServicesWellness Stipend

Key Requirements

  • •Proven experience in insurance broking and managing an SME client portfolio.
  • •Outstanding written and verbal communication skills.
  • •L5 Fire and General Qualification.
  • •Strong organisational skills with the ability to juggle multiple responsibilities.
  • •Competency with Microsoft Excel, Word, and Outlook.
Experience:Insurance brokingSMEClient management
Education:Certification / Diploma
Skills:CommunicationRelationship managementOrganisational skillsClient serviceStakeholder management
Certifications:L5 Fire and General Qualification
Tech Stack:Microsoft ExcelMicrosoft WordMicrosoft Outlook

Company Brief

Aon
Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.
Industry: Insurance
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1982
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Glassdoor: 3.9
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