SME Lead & Senior Account Manager

Clarity Partners; Western Australia; Remote; AUD 135,000 - 165,000; Full time

Benefits offered by this job

WFH options

Bonus potential

Competitive salary

Job summary

Clarity Partners is seeking an experienced SME Division Lead & Senior Account Manager to join its insurance brokerage with over 30 years in the industry. You will oversee a portfolio of 600+ SME clients valued at about $1.5 million and lead a dedicated team of 4-5 staff across local and offshore operations.

This senior role blends strategic oversight with hands-on broking expertise, driving client relationships, portfolio performance and growth opportunities while ensuring high standards of

Qualifications

• Minimum 5 years' experience within the general insurance broking industry.
• At least 2 years' experience in a similar senior Account Management, Team Leadership or Broking Management position.
• Strong technical knowledge of insurance products, policies and the broking market.
• Demonstrated experience managing SME portfolios and complex client relationships.
• Previous experience leading, mentoring or overseeing a support team.
• A commercial mindset with the confidence to identify and pursue new business opportunities.
• Strong communication, negotiation and relationship management skills.
• Excellent organisational skills and the ability to manage competing priorities.
• Experience with Winbeat and/or Insight would be highly regarded.

Responsibilities

• Lead and oversee the SME broking division, ensuring effective day-to-day operations and service delivery.
• Manage and maintain a substantial portfolio of 600+ SME clients, valued at approximately $1.5 million.
• Lead, mentor and support a team of 4-5 support staff across local and offshore operations.
• Oversee portfolio performance, client retention and ongoing relationship management.
• Provide expert insurance advice and maintain strong product knowledge across relevant general insurance products.
• Support complex client requirements, renewals, policy placements and negotiations with insurers.
• Identify opportunities for portfolio growth, cross-selling and new business development.
• Ensure operational efficiency through effective delegation and utilisation of administrative support.
• Maintain high standards of compliance, accuracy and client service across the division.

Skills

Team leadership

Client relationships

Insurance product knowledge

Negotiation

Strategic oversight

Tools

Winbeat

Insight

Job description

Clarity Partners is seeking an experienced SME Division Lead & Senior Account Manager to join an insurance brokerage with over 30 years of industry experience and offices across the country. The organisation provides tailored insurance solutions and risk advice to businesses across a range of industries, with a strong focus on supporting SMEs.

About the Role

This is a newly created leadership opportunity, combining the responsibilities of two previous Account Management positions into one senior role. You will oversee a substantial SME portfolio of more than 600 clients, representing an approximately $1.5 million book, while leading a dedicated support team of 4-5 staff across local and offshore operations.

With a strong focus on portfolio performance, client relationships and team leadership, this role will suit an accomplished insurance professional who can balance strategic oversight with hands-on broking expertise. There is also an opportunity to contribute to new business growth and further develop the division.

Key Responsibilities

• Lead and oversee the SME broking division, ensuring effective day-to-day operations and service delivery.
• Manage and maintain a substantial portfolio of 600+ SME clients, valued at approximately $1.5 million.
• Lead, mentor and support a team of 4-5 support staff across local and offshore operations.
• Oversee portfolio performance, client retention and ongoing relationship management.
• Provide expert insurance advice and maintain strong product knowledge across relevant general insurance products.
• Support complex client requirements, renewals, policy placements and negotiations with insurers.
• Identify opportunities for portfolio growth, cross-selling and new business development.
• Ensure operational efficiency through effective delegation and utilisation of administrative support.
• Maintain high standards of compliance, accuracy and client service across the division.

About You

To be successful in this position, you will bring:

• Minimum 5 years' experience within the general insurance broking industry.
• At least 2 years' experience in a similar senior Account Management, Team Leadership or Broking Management position.
• Strong technical knowledge of insurance products, policies and the broking market.
• Demonstrated experience managing SME portfolios and complex client relationships.
• Previous experience leading, mentoring or overseeing a support team.
• A commercial mindset with the confidence to identify and pursue new business opportunities.
• Strong communication, negotiation and relationship management skills.
• Excellent organisational skills and the ability to manage competing priorities.
• Experience with Winbeat and/or Insight would be highly regarded.

Why This Role

• Opportunity to shape and lead a newly consolidated SME division.
• Take ownership of a $1.5M portfolio of 600+ SME clients, supported by a dedicated team.
• Competitive salary starting at $150,000 + Super, with additional bonus potential.
• Flexible work-from-home arrangements.
• Play a key role in the division's ongoing growth and performance.

If you are an experienced insurance broking professional ready to take the next step into a senior leadership position, we would love to hear from you.