Broker/Account Manager

Capricorn Society

Broker/Account Manager managing Capricorn Member portfolios, driving new business and retention through tailored insurance solutions. Engaging with members and underwriting partners to achieve sales targets.

Posted 7/9/2026full-timeAdelaide • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong sales acumen with a proven track record in generating new business and achieving revenue targets, while effectively managing a portfolio of clients and ensuring compliance. Excels in building relationships and delivering exceptional member experiences in the insurance sector.

Highest-signal resume keywords

Sales ExperiencePortfolio ManagementNew Business GenerationRelationship BuildingInsurance Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Target-Driven SalesRevenue GenerationRenewal ManagementRecord KeepingInsurance Solutions

Soft Skills

Time ManagementTeam PlayerTrust BuildingMember Engagement

Certifications & Qualifications

RG146 Tier 1

Industry Keywords

InsuranceAccount ManagementMember RetentionOutbound SalesCompliance

About the role

Key responsibilities & impact

Grow and manage your own portfolio of Capricorn members
Win new business through referrals, prospecting and member engagement
Identify and place the right protection/insurance solutions for members
Drive retention through proactive renewal reviews
Build strong relationships with members and underwriting partners
Deliver outstanding service and member experiences
Achieve sales, retention and activity targets
Maintain compliant and accurate records across our systems

Requirements

What you’ll need

Strong sales experience in a target-driven environment
Proven ability to generate new business and hit revenue targets
Confidence working in an outbound, phone-based role
Experience managing a portfolio with renewal responsibility
Excellent time management
Strong relationship-building skills and establishing trust without being face-to-face
Commercial mindset, you understand how to grow a book of business
A team player who shares knowledge and celebrates success
Experience in insurance, preferably in account management.
RG146 Tier 1 (desirable)

Benefits

Comp & perks

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!