Clarity Partners is proud to partner with a leading General Insurance broker. With 25 offices across Australia and an international presence in New Zealand, Hong Kong, and London, the business offers the resources of a major player while retaining a collaborative, people-first culture.

We’re seeking an experienced and capable Account Manager to manage and grow a well-maintained, loyal commercial book. The role is ideal for someone who thrives in a client-facing environment, enjoys variety, and is looking for stability within a strong and supportive team.

Key Responsibilities:

Client & Portfolio Management

• Manage a portfolio of SME and mid-market commercial clients (book value ~$600K)
• Build and maintain strong client relationships; serve as a trusted advisor on insurance needs
• Ensure timely renewals, endorsements, and mid-term adjustments
• Proactively address client needs and provide tailored recommendations
• Conduct client meetings and annual reviews, ensuring up-to-date risk information

Policy Renewal & Placement

• Collect and assess underwriting information
• Prepare renewal submissions and negotiate competitive terms with insurers
• Finalise documentation and ensure accurate, timely issuance of policy schedules and invoices
• Coordinate closely with broker assistants and offshore processing teams

Claims Handling

• Support clients through the claims process by liaising with the internal WA claims team
• Act as the client’s advocate to ensure a smooth and timely claims outcome

Compliance & Professional Development

• Ensure all client activities comply with industry regulations, legislation, and company standards
• Maintain RG 146 compliance and Tier 1 Broking qualification
• Stay current with market trends, legislative changes, and industry developments

Requirements:

• Proven experience as a Commercial Insurance Broker or Account Manager
• Solid understanding of SME and mid-market risks across diverse industries
• Strong interpersonal skills and a proactive client service mindset
• Ability to work both independently and collaboratively within a team
• Tier 1 Insurance Broking qualification (or equivalent)
• Familiarity with broking systems (e.g. Insight, WinBEAT) and MS Office
• Highly organised, technically proficient, and team-oriented
  

Why this role?

• Manage a high-quality, loyal book with a strong retention history
• No pressure from an outgoing broker—this is a structured, supported transition
• Flexible work arrangement (1–2 WFH days per week post-onboarding)
• National backing with a boutique team feel
• Perth CBD office location with internal claims and broking support
• Supportive leadership and long-term career development in a highly regarded firm

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