Clarity Partners is partnering with a privately owned general insurance brokerage, part of a national network. Based in North Perth, our client is recognised for its specialist insurance advice, personalised service and long-standing relationships across the corporate, SME and commercial sectors.
About the Role
We are seeking an experienced Senior Account Manager to take ownership of a significant existing client portfolio as part of a succession planning initiative. This role will suit a seasoned insurance broker who enjoys building trusted client relationships, providing quality advice and managing an established portfolio rather than focusing on new business sales.
You will manage a diverse portfolio across industries including transport, engineering, manufacturing, waste and recycling, food wholesale and trade contracting. Working alongside a small, established support team, you will balance senior account management responsibilities with hands-on broking and processing. There is also an opportunity to take on a Team Leader role, overseeing 2–3 team members, should this be of interest.
Key Responsibilities
- Manage an established commercial and mid-market portfolio while maintaining long-standing client relationships.
- Build and maintain strong, long-term client relationships by meeting with clients face to face and developing a thorough understanding of their business and insurance needs
- Maintain regular engagement through scheduled meetings, calls and proactive communication, including policy reviews and renewals
- Act as the primary client contact, providing tailored advice and responsive service.
- Oversee renewals, policy amendments, endorsements and organic or referred new business.
- Assess client needs, identify risks and recommend suitable insurance solutions.
- Liaise with insurers and underwriters to negotiate terms and secure appropriate coverage.
- Oversee policy documentation and ongoing account servicing.
- Remain hands-on with day-to-day broking, processing and administration.
- Optionally provide leadership, guidance and support to a team of 2–3 staff members.
About You
- Extensive experience in general insurance broking, a tenured professional.
- Strong commercial insurance and portfolio management experience.
- Tier 1 Insurance Broking or higher.
- Relationship-focused, with a passion for long-term client partnerships.
- Strong technical knowledge of renewals, policy placement and insurer negotiations.
- Hands-on approach to broking, processing and administration.
- Experience supporting or mentoring junior brokers (advantageous).
- Confident communicator with strong client and insurer relationship skills.
Why This Role
- Established Portfolio: Take ownership of a substantial $600K income portfolio with 12 month handover.
- Succession Opportunity: Step into a key senior position with scope to shape the future of the portfolio.
- Leadership Opportunity: Option to lead and mentor a small team of 2–3 staff.
- Competitive Package: 140k -170K + Super, with flexibility for the right candidate.
- Quarterly Bonuses: Additional earning potential through a quarterly bonus structure.
- Work-Life Balance: One work-from-home day per week, plus an extra week of leave between Christmas and New Year.
- Additional Perks: Birthday leave, Friday social lunches and regular in-office massages.
