Insurance Account Manager (Sales)

A little about us

Capricorn is one of Australia and New Zealand’s largest and most dynamic Member-owned organisations. Since 1974, we’ve provided our Members with financial and business solutions to make running a business easier. Our flagship Trade Account offers instant credit with over 1600 Preferred Suppliers, simplified monthly expenses, and a generous rewards program. 

We have a strong foundation in the automotive and machinery aftermarkets. Our vibrant community includes over 31,000 Members across Australia and New Zealand, from national franchises to your local family workshop. Last year, Capricorn facilitated nearly $4bn in sales with our Preferred Suppliers. 

At Capricorn, we're about more than just products and services. We work hard to ensure that our Members, Suppliers and People feel like they're part of something bigger - a Community which is connected and supported to make a difference, while having some fun along the way!
The role

This is a phone-based, outbound sales role where you’ll own and grow your own portfolio of members across assigned regions. You’ll be responsible for driving new business, managing renewals, and hitting sales targets, using proactive outreach and strong relationship management to build and grow your book. You’ll sell a mix of Capricorn Mutual (our alternative to traditional insurance) and insurance broking products, giving you a strong and unique offering when working with Capricorn Members.

What you’ll do

• Own and grow a portfolio of members, with clear targets for new business, retention, and renewals
• Drive new business growth through outbound calls, prospecting, lead generation and conversion
• Identify and convert opportunities from an existing member base
• Prepare and present tailored quotes across Capricorn Mutual (CML) and insurance broking products (CIS)
• Take accountability for hitting and exceeding sales targets within your assigned territory
• Actively grow and uplift your portfolio, not just maintain it
• Manage end-to-end renewals, ensuring retention targets and timelines are met
• Collaborate with internal teams to finalise and convert policies and protections
• Support members with complaints when required, managing them in line with internal processes and obligation
  

What you’ll bring

• Strong sales experience in a target-driven environment
• Proven ability to generate new business and hit revenue targets
• Confidence working in an outbound, phone-based role
• Experience managing a portfolio with renewal responsibility
• Excellent time management
• Strong relationship-building skills and establishing trust without being face-to-face
• Commercial mindset, you understand how to grow a book of business
• A team player who shares knowledge and celebrates success
• Experience in insurance, preferably in account management.
• RG146 Tier 1 (desirable)

A little on life at Capricorn

Joining our community is about more than just a job, so here’s what’s in it for you:

Work flexibility – We’re all unique, and so are the ways in which we work. We have Hybrid (2 days working from home) written into our policy.

Development Opportunities – your success is ours too. We provide training opportunities and development to give you the tools you need to grow.  

Paid parental leave – during life’s most important times, we support parents’ leave (for both parents) and their transition back to work. 

Get social – our social calendar is full, with a range of different virtual and face-to-face events to keep us connected. 

A place you want to be – from the sweeping city views, coffee on tap and the general buzz of our team, Capricorn is a place you want to be.  

A cherry on top – we’ve got a heap of benefits that our team actually use, including a fantastic reward and recognition program, wellness program, additional leave purchase and so much more! 

Amazing Benefits – Unlock amazing benefits at Capricorn. We offer all staff free gym membership near the office, discounted private health benefits and all-inclusive working from home kits to get you started!  

Sound like you’d be a good fit?

If you are ready to become part of a growing community and make a real impact, get in touch today.

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