Risk Account Manager - Insurance

Capricorn • Perth, WA

7d

About The Position

A little about us Capricorn is one of Australia and New Zealand’s largest and most dynamic Member-owned organisations. Since 1974, we’ve provided our members with financial and business solutions to make running a business easier. Our flagship Trade Account offers instant credit with over 1600 Preferred Suppliers, simplified monthly expenses, and a generous rewards program. We have a strong foundation in the automotive and machinery aftermarkets. Our vibrant community includes over 31,000 Members across Australia and New Zealand, from national franchises to your local family workshop. Last year, Capricorn facilitated nearly $4bn in sales with our Preferred Suppliers. At Capricorn, we're about more than just products and services. We work hard to ensure that our Members, Suppliers and People feel like they're part of something bigger - a community which is connected and supported to make a difference, while having some fun along the way! Job Purpose This role is responsible for generating new business opportunities from a large, existing customer base; and retaining existing business by adding value to the customers through the provision of a proactive and personalised account management experience for the Capricorn Mutual product and insurance broking side of our business. The Mutual product is kind of like insurance, but different. Think of it as an alternative to insurance!

Requirements

• A sharp eye for detail and a proactive mindset.
• Strong time management and organisational skills – you know how to prioritise and deliver.
• Confidence in working independently and solving problems on the fly.
• A natural communicator with a flair for building rapport and trust.
• Commercial acumen and a passion for sales and marketing.
• A team player who shares knowledge and celebrates success.
• Proven Field-based sales experience
• Insurance Experience
• Experience managing a territory and working remotely.
• A valid Australian driver’s licence.
• Have an interest in and the ability to travel to regional areas several times a year, including overnight stays
• ASIC RG 146 Tier 1 qualification.

Responsibilities

• Promote the organisation’s products, services, and events to ensure sales and budget requirements are met.
• Conduct renewal activity as required and in line with agreed timelines and service levels
• Renew Capricorn Mutual Limited (CML) Member’s protections and promote other insurance services offered by Capricorn Insurance Services (CIS).
• Maintain Member relationships and promote products and services to existing and future Members
• Achieve and exceed sales targets in your assigned territory.
• Work autonomously while staying connected with a collaborative, high-performing team.
• Follow up referred leads in a timely manner
• Ensure daily activities are loaded accurately and in a timely fashion into required systems to ensure follow up on activities and tasks.
• Provide reports as required by the Sales Manager
• Proactively identify, support, and assist Members who need to make a complaint and manage that complaint in line with the risk division of complaints procedures and the RG271 internal dispute resolution requirements.
• Attend Capricorn events relative to assigned regions as well as zone-based dinner and tradeshows
• Strive to achieve and promote the values of Capricorn’s ACCT culture when liaising with Members.

Benefits

• Development Opportunities – your success is ours too. We provide training opportunities and development to give you the tools you need to grow.
• Paid parental leave – during life’s most important times, we support parents’ leave (for both parents) and their transition back to work.
• Get social – our social calendar is full, with a range of different virtual and face-to-face events to keep us connected.
• A cherry on top – we’ve got a heap of benefits that our team use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more!
• Amazing Benefits – Unlock amazing benefits at Capricorn. We offer all staff free gym membership near the office, discounted private health benefits and all-inclusive working from home kits to get you started!

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed