Insurance Industry Expert

2 days ago


Perth, Western Australia EBM Insurance & Risk Full time
About the Opportunity
We are seeking a proactive Account Manager to join our high-performing team based in Perth. This role will involve key client account management, contributing to success through new business development and retention of existing clients across various sectors.

Key areas of accountability include:
  • Maintaining client relationships and providing exceptional customer experiences throughout the policy/claims lifecycle.
  • Leading client meetings, including discussions on uninsured risks.
  • Handling and accurately directing client enquiries.
  • Assisting with the development of new business opportunities.
  • Coordinating processing instructions for quotations, new business, endorsements, renewals, and cancellations.
  • Preparing reports and documentation for clients and insurers.

About You:
With a solid level of insurance industry experience, you'll be looking for a unique opportunity to grow and develop. As an enthusiastic team player who understands the importance of exceptional client service, you'll offer:
  • Qualifications such as Tier 1/2 (required) or a Diploma in Insurance Broking (desirable).
  • A thirst for continuous improvement and a desire to learn.
  • Motivation to contribute directly to the achievement of KPIs impacting client retention, revenue, and client satisfaction.
  • Demonstrated experience as a team player, eager to take the initiative to ensure efficient portfolio growth.
  • Superb organisational skills, attention to detail, and excellent communication abilities.


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