Risk Account Manager

1 month ago


Bendigo, Australia Capricorn Full time

Who are we?

Capricorn is a member-based financial services organisation which exists to improve the lives of over 25,000 Members across Australia and New Zealand by supporting them in building stronger automotive businesses. We provide products and services including trade credit, risk protection, equipment finance, trade events, travel services, fuel cards and more. Last financial year Member purchases exceeded $2.93 billion and Member returns exceeded $72.5 million.

A great place to work

When you join Capricorn, you become a part of something bigger than a typical company, because as a co-operative we exist to improve the lives of our Members by supporting them in building stronger businesses – not the other way around.

We are purpose-led and are committed to empowering our community to thrive. Our community includes our employees, and we know what is important to them, because we asked And here’s our commitments to you:

  • Provide a diverse and inclusive workplace – because we know how important it is for everyone to be treated fairly and with respect.
  • Give you flexibility – it’s important to recognise we are all unique and need to create work life balance.
  • Offer paid parental leave – that supports both parent’s leave and their transition back to work.
  • Create a fun environment – our social calendar is full up with a range of different virtual and face-to-face events to keep us connected.
  • Work perks – that our employees actually use, such as a fantastic reward and recognition program, wellness program, additional leave purchase and so much more

The role and what we are looking for

Reporting to the Sales Manager – VIC TAS, this remote role can be based anywhere within its region and is responsible for driving penetration and portfolio growth across West Victoria from Ballarat and Bendigo to Hamilton and Horsham in the West and Mildura in the North.

Key aspects of the role include:

  • Generating new business opportunities from a large, existing and engaged Member base.
  • Retaining existing business by adding value to the Members through a proactive and personalised account management experience.
  • Forming strong relationships with internal stakeholders to ensure continued results.
  • Attention to detail and a priority on Member-centricity, strong compliance and agreed operational metrics.

What will you bring?

Our work culture is one of our most valued assets at Capricorn. That means that when we recruit, we are looking for the right person who will effectively communicate with the business, collaborate with their peers and commit to their position. These attributes are a must for us to maintain our work culture, and it's important to us that these are demonstrated with examples from previous professional experience.

In addition, the following criteria must be clearly outlined in your application for you to be shortlisted for review:

  • Insurance or similar financial services experience (essential).
  • RG146 Tier 1 Accreditation (essential but can be provided).
  • Field Sales and Relationship Management Experience (essential).
  • Excellent communication skills and proficient with computer systems.
  • Interest in and ability to travel frequently across Victoria (including regular overnight stays).
  • This is a field and home-based role, therefore the ability to territory manage and be on the road most days is essential and
  • A proven capability to work autonomously and deliver results.

The next steps

If you think you are the right person for this role and you believe in a Member first culture, then please apply now. Applications will be reviewed as they arrive, so it is better to apply sooner rather than later.

For further information, support with your application and detail on Capricorn, please visit our website at www.capricorn.coop/careers.


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