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Client Portfolio Manager

2 weeks ago


Perth, Western Australia beBeeCommercial Full time $105,000

Clarity Partners, a global insurance brokerage with established operations in Perth, is seeking a Client Account Executive to join its Commercial team.

In this role, you will work alongside senior brokers to manage a diverse portfolio of commercial clients, ensuring exceptional service delivery while building strong, long-term relationships.

Key Responsibilities:
  • Provide day-to-day servicing of a diverse client portfolio in collaboration with your senior broker.
  • Manage renewal prioritisation, inbox tasks, and weekly pipeline reviews.
  • Deliver accurate, high-quality work under time-sensitive conditions.
  • Assist with claims management and policy documentation.
  • Maintain strong client relationships through professional and timely communication.
  • Contribute to client meetings by preparing relevant materials and following up on action items.
Requirements:
  • A minimum 2 years' experience in insurance broking, ideally within SME – Commercial accounts.
  • Tier 1 accreditation highly regarded.
  • Strong communication and organisational skills, with the ability to prioritise effectively.
  • Experience working with corporate clients and understanding their insurance needs.
  • Proactive, detail-oriented, and able to thrive in a fast-paced environment.
  • Eager to grow professionally and expand your industry knowledge.
Benefits:
  • Work with a global brokerage with established operations in Perth.
  • Be part of a team experienced in handling commercial insurance accounts
  • 27 Days annual leave.
  • World class learning and development programme to advance your career.
  • Access flexible work arrangements, including one day WFH per week.
  • Receive a competitive salary and manage a varied client portfolio.
About the Role:

This is an excellent opportunity for an ambitious individual to take their career to the next level and become a key player in a dynamic and growing team.