Sales & Relationship Manager
General Insurance Broking Software

📍 Hybrid (Mont Albert, Melbourne)
💼 Full-Time | 💰 $90,000 – $130,000 + Super
Lead broker transitions and drive product growth in a business with 30+ years of success.

About Us

Ebix Australia is one of the country’s most established software providers in the general insurance broking space. For over 30 years, we’ve supported brokers with trusted, modern platforms—including WinBEAT, WinBEAT NEXT, and an expanding suite of Practice Management integrations (document management, CRM, accounting tools, and more).

Our mission is to help brokers streamline their operations with stable, smart, and scalable tools that support long-term growth.

The Opportunity

We’re seeking an experienced Sales & Relationship Manager to help us grow our client base and strengthen relationships across our platform ecosystem. In this role, you’ll reconnect with former clients, upsell value-adding integrations, and guide brokers through the transition from WinBEAT to our next-gen cloud platform, WinBEAT NEXT.

Key Responsibilities

Re-engage and win back former clients through targeted outreach

Upsell practice management integrations to existing clients

Manage relationships with brokers and act as their key point of contact

Guide clients through system upgrades and transitions from WinBEAT to WinBEAT NEXT

Collaborate with support, onboarding, and product teams to ensure successful outcomes

Provide software demos and consultative product guidance

Report directly to the General Manager of Broking Systems

What You’ll Bring

Certificate III in Financial Services (FNS30120) – required

Proven experience in B2B software sales, client success, or account management (insurance or broking preferred)

Strong relationship-building and consultative sales skills

Knowledge of general insurance broking workflows and technology

Confidence managing both strategic accounts and operational transitions

Ability to work independently and within a collaborative team environment

Comfortable demoing software and articulating integration benefits

Why Join Us?

Competitive salary range: $90K–$130K + Super, based on experience

Hybrid flexibility with a brand-new Mont Albert office

Long-standing brand with a loyal customer base

Work directly with senior leadership and cross-functional teams

Help shape the future of broking technology in Australia

Apply Now

If you're ready to make a difference in a growing and trusted business, hit "Apply Now" or reach out directly for a confidential discussion.