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Account manager - insurance broking

Perth
EBM Insurance Brokers Pty
Accountancy Manager
Posted: 12 May
Offer description

About Us

Our people are at the heart of everything we do at EBM. We are committed to our clients and our team, and we strive to create an environment that promotes our people and our culture, offering generous benefits, excellent career development, and community connection.

With over 150 team members working in a range of roles, we are dedicated to fostering a supportive environment that values growth and community engagement.


The Opportunity

EBM is currently seeking a proactive Account Manager for our high-performing team based in West Perth. This position will have responsibility for key client account management while contributing to success through new business development and retention across various sectors.

Reporting to an experienced Regional Director, areas of accountability include:

1. Maintenance of client relationships and provision of a superior client experience throughout their end-to-end policy/claims lifecycle.
2. Leading client meetings, including discussing uninsured risks.
3. Handling and directing client enquiries accurately.
4. Renewal marketing & negotiation.
5. Claim settlement negotiation.
6. Assisting with new business development.
7. Coordinating processing instructions for quotations, new business, endorsements, renewals, and cancellations.
8. Preparing proactively for renewals, including obtaining claims information.
9. Preparing reports and documentation for clients and insurers.
10. Providing general broking and technical support to the Regional Director to support overall team success.


About You

With solid insurance industry experience, you seek a unique opportunity to grow and develop. As an enthusiastic team player who values exceptional client service, you will offer:

* Qualifications such as Tier 1/2 (required) or a Diploma in Insurance Broking (desirable).
* A desire for continual improvement and learning.
* Motivation to contribute to KPIs impacting client retention, revenue, and satisfaction.
* Experience as a team player eager to take initiative for portfolio growth.
* Excellent organizational skills, attention to detail, and a proactive approach.
* Strong verbal and written communication skills to engage effectively at all levels.
* Previous experience in broking and client-facing relationships.


Culture & Benefits

EBM values our team members and offers generous benefits, making EBM a great place to work.


Health and Wellbeing

* Access to EBM's Employee Assistance Program providing anonymous counselling services.
* Flexible working arrangements for work-life balance.
* Leave options such as ‘Me Day’, Pet Leave, and purchased leave.
* Free annual Flu vaccinations.
* Body and Mind Allowance supporting fitness and activities.


Social and Community

* Recognition through our ‘Values’ award program.
* Opportunities to participate in charity events and community programs.
* The EBM Social Club hosts various events throughout the year.


Discounts and Other Benefits

* Salary Continuance Cover providing financial safety in case of illness or injury.
* Discounts on personal insurances.
* Referral rewards for successful candidate referrals.


How to Apply

If you wish to join a values-driven, supportive, and friendly environment, click on the Apply Now button and attach your cover letter and resume.

Applicants must have unrestricted working rights in Australia.

For more information, please contact Tania Rogers at 0472 512 116.

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