Careers across the Envest Group

Key Selling Points

• Competitive salary package.
• A dynamic workplace with opportunities for career progression and development.
• Modern office located in Bendigo.
• Flexible work arrangement including remote or Work from Home
• Opportunity to engage with Australia’s best brands and companies.
• Opportunities to give back to the communities in which we work and live

About Us

Launched in 1989, we’re proud of a track record that utilises our customer-focused attitude to provide outstanding results.

When you contact Bendigo Insurance Brokers, you’ll be engaging a trusted team with 130 years combined insurance experience. We harness our specialist skills, passion for excellence and enthusiasm for our industry to deliver the very best outcome to you.

We bring you a world of solutions by connecting with landmark insurance underwriters, associations and networks such as Lloyds of London, the National Insurance Brokers Association of Australia and the Australian and New Zealand Institute of Insurance and Finance.

About the Role

We are seeking an experienced and driven Account Broker to manage and develop a portfolio of our top-tier clients including manage own portfolio. The successful candidate will be reporting to the Managing Director.

This role is ideal for a results-focused individual with a strategic mindset who thrives in building strong client relationships while driving business growth.

Key Responsibilities

• Manage and support a portfolio of client accounts, focusing on relationship building and retention.
• Support and manage pre renewal, renewal and post renewal activities, including quotations, endorsements, certificates of currency and creating renewal reports.
• Identify and convert new business opportunities through proactive relationship building and networking.
• Manage complex renewals, ensuring deadlines are met and clients' evolving needs are addressed.
• Attend client meetings
• Conduct comprehensive reviews to identify potential risks, ensuring clients are protected with the most suitable coverage.
• Work closely with in house Claims Manager to ensure equitable claims settlements
• Develop and manage key stakeholder relationships with Senior Brokers and Underwriters

About You

• A results-oriented mindset with a strong drive to pursue new business opportunities and consistently deliver outstanding results.
• A master of client relationships with exceptional communication, quick-thinking, and a solutions-focused approach.
• Exceptional communication, stakeholder engagement, and negotiation skills.
• Proactive, self-motivated, and dedicated to securing positive outcomes for clients.

Qualifications/Skills

• Tier 1 or Diploma-level qualification in Insurance Broking is advantageous.
• Sound Knowledge of Microsoft office programs including Excel and Word
• Experience with Broking Systems such as Insight, Winbeat and OfficeTech
• Strong administrative and organizational skills with a focus on accuracy and meeting deadline including invoicing procedures and file management

Why Us?

We thrive on repeat business where ‘word of mouth’ is the best promotion; we’re proud of our high level of customer referral, it’s a true blue testament to client satisfaction across the board. And we continually strive to achieve positive business outcomes, so much so – that we’re honoured to attain top status within the broking sector.

Based in Bendigo, central Victoria – our business supports our community. We work with many local charities and worthy causes by way of donation and sponsorship for local sporting groups and the like.

Why Envest?

Envest is proud to be one of Australia’s largest independent distribution groups. We are driven by the belief that insurance plays a vital role in our community, empowering businesses and individuals alike. Our mission is to invest in and nurture insurance businesses, enabling them to grow, thrive, and make a meaningful impact.

The role

This role provides coordination technical IT support to the Envest businesses in relation to IT incidents and service requests. These services are provided to all locations in Australia and overseas operations as determined by the business.

• Provide L1/L2 IT support in relation to incidents and work requests.
• Ensure all incidents and requests are prioritised and actioned appropriately.
• Respond and resolve cases within agreed targets and SLAs.
• Perform and assist with major incidents, requests, and problems.
• Coordinate activities with end users to ensure a positive customer experience delivered.
• Help develop and maintain policy, standards, procedures, plans, supporting systems and process objectives.
• Assist and provide input with the business case development process.
• Assist with the improvement of Disaster Recovery and IT Service Continuity plans.
• Work direct and indirect support team members to solve BAU and Project activities.
• Work with strategic partners and ensure effective engagement, integration, and collaboration.
• Manage user access lifecycle.
• Provide user and device statistics required for forecasting license and hardware budgets.
• Undertake and assist with the completion of post-incident reviews for all priority incidents.
• Provide regular reporting of activity to management.

Technical Competencies

• Proven background configuring, supporting, and managing Windows environments.
• Ability to work as a member of a team and delivery consistent results even under low supervision.
• Strong verbal and written communication skills.
• Adherence to implemented guidelines and processes.
• Ability to analyse/solve problems and escalate as appropriate.

What you will bring

• Relevant tertiary qualifications in related discipline.
• Hold or have held relevant MCP or equivalent technical qualification
• Preferred exposure to financial services environment, particularly insurance broking

The salary range for this position is $80,000 - $85,000 plus superannuation, with eligibility for an annual discretionary bonus.

Summary:

We are seeking a full time Account Executive to join our team at Cresmont, Resilium Partners part of the Envest Group, in Perth. The successful candidate will be responsible for managing client accounts and ensuring customer satisfaction.

Responsibilities:

• Client Service Excellence: Be the first point of contact for our clients, offering assistance with their insurance needs. Review client accounts, answer enquiries, process alterations, and resolve complaints.
• Data Management: Keep client databases up-to-date in line with office processes, ensuring all records are accurate and compliant.Policy Renewals & Alternatives: If clients are unsatisfied with their renewal terms, proactively offer alternative terms to meet their needs and expectations.

• Business Development: Take the initiative to identify new business opportunities and actively pursue them within your area of responsibility.
• Supportive Role: Collaborate with colleagues to process New Business, Alterations, and Certificates according to Cresmont guidelines.

• Training & Development: Engage in internal and external training to maintain and enhance your industry knowledge and accreditations. Participate in professional development days and webinars to stay ahead in the field.

Qualifications:

• 2+ years of experience in account management or a related field
• Strong communication and interpersonal skills
• Excellent organizational and time management skills
• Ability to work independently and as part of a team
• Proficient in Microsoft Office and CRM software

Benefits

• Competitive salary ranging $70 - 80,000
• Access to wellbeing initiatives and become part of an inclusive, supportive business where your contributions are valued and celebrated.
• Be part of the excitement: Join Australia's fastest-growing insurance group and contribute to a groundbreaking vision.

Are you self driven and motivated, keen to fast track your career with a fast growing, market leading insurance brokerage? Aviso Specialty WA, located in Wembley might just be the place for you.

About the Role

We are seeking an experienced and driven Account Executive to work with Senior Account Managers to manage and develop a portfolio of our top-tier clients including manage own portfolio.

This role is ideal for a results-focused individual with a strategic mindset who thrives in building strong client relationships while driving business growth.

Key Responsibilities

• Manage and support a portfolio of client accounts, focusing on relationship building and retention.
• Support and manage pre renewal, renewal and post renewal activities, including quotations, endorsements, certificates of currency and creating renewal reports.
• Identify and convert new business opportunities through proactive relationship building and networking.
• Manage complex renewals, ensuring deadlines are met and clients' evolving needs are addressed.
• Attend client meetings
• Conduct comprehensive reviews to identify potential risks, ensuring clients are protected with the most suitable coverage.
• Work closely with in house Claims Manager to ensure equitable claims settlements
• Develop and manage key stakeholder relationships with Senior Brokers and Underwriters

About You

• Must have Minimum 5 years' experience as an Insurance Broker
• A results-oriented mindset with a strong drive to pursue new business opportunities and consistently deliver outstanding results.
• A master of client relationships with exceptional communication, quick-thinking, and a solutions-focused approach.
• Understanding of business risks in property, construction, mining, manufacturing and engineering industries
• Exceptional communication, stakeholder engagement, and negotiation skills.
• Proactive, self-motivated, and dedicated to securing positive outcomes for clients.

Qualifications/Skills

• Tier 1 or Diploma-level qualification in Insurance Broking.
• Sound Knowledge of Microsoft office programs including Excel and Word
• Experience with Broking Systems such as Insight, Winbeat and OfficeTech
• Strong administrative and organizational skills with a focus on accuracy and meeting deadline including invoicing procedures and file management

What We Offer

• Competitive salary package + bonuses + benefits.
• A dynamic workplace with opportunities for career progression and development.
• Modern office located in Wembley, Perth. Car Parking included
• Opportunity to engage with Australia’s best brands and companies.
• Opportunities to give back to the communities in which we work and live.

Join Our Dynamic Team at CPS General Insurance!

Are you an enthusiastic and dedicated individual with a passion for Insurance and customer service? Are you ready to make a difference by delivering exceptional service to our clients while working in a supportive, growth-oriented environment? If so, we want YOU to join our team as an Account Manager at CPS General Insurance.

Core Responsibilities:

• Client Service Excellence: Be the first point of contact for our clients, offering assistance with their insurance needs. Review client accounts, answer enquiries, process alterations, and resolve complaints.
• Data Management: Keep client databases up-to-date in line with office processes, ensuring all records are accurate and compliant.
• Policy Renewals & Alternatives: If clients are unsatisfied with their renewal terms, proactively offer alternative terms to meet their needs and expectations.
• New Business Development: Take the initiative to identify new business opportunities and actively pursue them within your area of responsibility.
• Supportive Role: Collaborate with colleagues to process New Business, Alterations, and Certificates according to CPS guidelines. Provide support to fellow Account Managers as needed.
• Training & Development: Engage in internal and external training to maintain and enhance your industry knowledge and accreditations. Participate in professional development days and webinars to stay ahead in the field.

What We’re Looking For:

• Qualifications: Ideally Tier 1 but as a minimum Tier 2 Insurance Broking Compliance Qualification.
• Customer-Centric: A natural communicator who enjoys solving problems and delivering exceptional service to clients.
• Detail-Oriented: Strong attention to detail and commitment to maintaining accurate client records and processing.
• Proactive & Driven: A self-motivated individual who actively seeks out new business opportunities and thrives in a dynamic, fast-paced environment.
• Team Player: Willing to assist colleagues and collaborate to achieve overall team success.
• Committed to Growth: Eager to learn and develop professionally through both internal and external training.

Why CPS General Insurance?

At CPS, we believe in fostering a supportive and collaborative work environment where employees can grow and thrive. You'll receive ongoing training, career development opportunities, and access to industry-leading tools and resources to help you succeed. With a strong focus on work-life balance and internal mobility, we provide a stable and rewarding career path.

If you’re ready to contribute your skills and grow with us, apply today and become part of our expanding team at CPS General Insurance!

EXPRESSIONS OF INTEREST

We have a range of openings across the Envest Network in Underwriting, Broking, Compliance, Claims and Sales and Service. please register your interest by clicking the apply now.

• Professional experience preferably in insurance/financial services
• A high degree of influencing skills, partnered with strong written and verbal communication skills
• A customer-centric approach which sees you optimise outcomes for your customers
• Proven ability to demonstrate resilience in managing challenging scenarios
• Developed time management skills with the ability to work in a high-pressure environment
• A keen willingness to learn and proactively engage in a fast paced, dynamic team