Protection & Insurance Account Manager

The Role

Reporting to the Sales Manager – VIC/TAS, this role is responsible for retention of existing business and driving growth for a portfolio of customers across South East Suburbs and Mornington Peninsula.

Key aspects of the role include:

• Retaining existing business by adding value to the customers through a proactive and personalised account management experience.

• Generating new business opportunities from a large, existing customer base.

• Forming strong relationships with internal stakeholders to ensure continued results.

• Attention to detail and a priority on compliance and agreed operational metrics.

Experience Required

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 experience (essential)

• RG146 Tier 1 Accreditation (essential)

• Sales and Relationship Management Experience (desirable)

• Excellent communication skills and proficient with computer systems.

• Interest in and ability to travel across South East Suburbs and Mornington Peninsula.

• 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.

A little about us
We’re a Member-owned organisation with over 30,000 automotive and allied repair Members across Australia and New Zealand, ranging from national franchises to your local family workshop. Since 1974 we’ve been supporting our Members with the solutions that really matter, centred around our flagship Trade Account which gives our Members access to instant credit with over 2,000 Preferred Suppliers, simplified monthly expenses, and a generous rewards program as the cherry on top. Beyond that, our Members can also access a wide range of exclusive products each designed to support our Members to thrive. Whether they need equipment finance to grow their business, insurance products to protect what matters most, or an award-winning travel agency to book their next getaway, Capricorn can help.

A little on life at Capricorn
Our community at Capricorn always comes first, and a big part of that community is our team. We genuinely believe that investment in our people is the key to everything that we do. 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. Whether it’s flexible hours or WFH arrangements, we’ll work with you to find the best way for us to work together.
Development Opportunities – your success is ours too. We provide opportunities training and development that give you the tools you need to grow.
Paid parental leave – during life’s most important times, we support both parents’ leave and their transition back to work.
Get social – our social calendar is full up 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!
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