Risk Account Manager - Direct

Perth, WA Full-Time

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 (Risk Account Manager - Direct )

This role is responsible for generating new business opportunities from a large, existing member base; and retaining existing business by adding value to the members through the provision of a proactive and personalised account management experience for the Capricorn Mutual product and insurance broking side of our business. The Mutual product is kind of like insurance, but different. Think of it as an alternative to insurance!

What you’ll do

• Promote the organisation’s products, services, and events to ensure sales and budget requirements are met.
• Act as a primary point of contact for members, providing general advice and responsive support.
• Build strong member relationships through outbound phone-based interactions to support retention and portfolio uplift.
• Drive new business growth through prospecting, lead generation and conversion activity.
• Manage and retain a portfolio of existing member’s, including end-to-end renewals in-line with agreed timelines and service levels.
• Generate and present tailored insurance quotes aligned to member needs and business requirements through Capricorn Mutual Limited (CML) and promote other insurance services offered by Capricorn Insurance Services (CIS).
• Collaborate with internal stakeholders to quote, amend, and finalise policies.
• Achieve and exceed sales targets in your assigned territory.
• Work autonomously while staying connected with a collaborative, high-performing team.
• Follow up referred leads in a timely manner.
• Proactively identify, support, and assist Members who need to make a complaint and manage that complaint in line with the risk division of complaints procedures and internal dispute resolution requirements.
• Attend Capricorn events relative to assigned regions as well as zone-based dinner and tradeshows.
• Strive to achieve and promote the values of Capricorn’s culture when liaising with Members.

What you’ll bring

• Strong sales experience, a results-driven mindset, and the ability to thrive in a target-focused environment.

• A sharp eye for detail and a proactive mindset.

• Strong time management and organisational skills – you know how to prioritise and deliver.

• Confidence in working independently and solving problems on the fly.

• A natural communicator with a flair for building rapport and trust.

• Commercial acumen and a passion for sales and marketing.

• A team player who shares knowledge and celebrates success.

• Experience in insurance, preferably in account management.

• RG 146 Tier 1 qualification.

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