30 Sep
|
Clarity Partners
|
Perth
30 Sep
Clarity Partners
Perth
Clarity Partners is looking for an experienced Senior Account Manager to join a privately owned insurance brokerage in a Senior leadership appointment. This employer has an excellent employee culture, a warm and welcoming environment and a great advantages package.
About the Role
This is a newly expanded opportunity combining ownership of a quality commercial insurance portfolio with responsibility for overseeing a team of experienced brokers and support staff. You will manage approximately 75 long-standing clients across labour hire, earthmoving and property, while acting as the senior day-to-day point of contact for a team of five brokers and two support staff.
The role offers genuine scope to develop into a key member of the leadership team over time, taking on greater responsibility as senior leaders progressively transition duties. You will have autonomy to manage your portfolio and team while continuing to receive support, introductions and guidance from senior management.
Key Responsibilities
Portfolio and Client Relationships
- Own a portfolio of approximately 75 commercial clients generating $500K in annual revenue, acting as the primary contact and strengthening long-standing SME and commercial relationships.
- Assume all client and market-facing responsibilities for the portfolio, with full handover and support from the current Director.
Account Management and Broking
- Manage the full renewal and account management lifecycle, including approximately 20-25 renewals per month during peak periods.
- Review client risks, contracts and insurance requirements, and provide tailored recommendations and ongoing advice throughout the client lifecycle.
- Manage complex policies across PI, ISR and Management Liability, along with other commercial covers.
- Review claims history and pre-renewal information, and prepare renewal documentation and proposal forms.
- Negotiate with insurers and underwriters to secure appropriate coverage and terms.
Team Leadership
- Oversee 5 brokers and 2 support staff,
including workload coordination and day-to-day broking and technical queries, providing guidance on more complex matters.
- Lead weekly team meetings, monitor priorities and report to the management team.
- Work with internal processing support and an offshore assistant to keep administration efficient through workflow management, delegation and follow-ups.
- Mentor team members and contribute to broader leadership initiatives alongside the existing Directors.
About You
- Experienced Senior Account Executive or Account Manager in client-facing general insurance broking.
- Experience managing mid-market commercial accounts, ideally $20K income portfolios.
- Strong technical knowledge across general insurance, including PI, ISR and Management Liability.
- Commercially aware, with sound negotiation skills and strong insurer relationships.
- Client-focused and relationship-driven, placing service ahead of new business.
- Strong communication, organisation and stakeholder management skills.
- Comfortable guiding and overseeing other brokers while managing your own accounts.
- Keen to grow into a broader leadership role while remaining hands-on with client and portfolio management.
Why This Role
- Salary is subject to experience, in the region of $140-165K Super but is negotiable on skills and suitability.
- Take ownership of a quality portfolio with long-standing client relationships and no pressure to grow the book.
- Combine hands-on portfolio management with team oversight and leadership responsibility.
- Genuine opportunity to develop into a key member of the leadership team as the business continues to evolve.
- Work with a high level of autonomy while having experienced senior management support when needed.
- Strong administrative support through an offshore assistant and internal processing team.
- Bonus and incentive arrangements to be discussed with the successful candidate.
Extra Perks
- Quarterly bonus structure.
- 1 day WFH per week.
- Additional week of leave over Christmas & New Year.
- Birthday day off.
- Friday lunches and regular team initiatives.
- Corporate massages available every couple of weeks.
📌 Senior Account Manager (Perth)
🏢 Clarity Partners
📍 Perth