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BrisbanePermanent

Compliance Specialist

About Envest

Headquartered in Brisbane, Queensland, Envest is an insurance investment and distribution business with a diverse portfolio of brands and national footprint. Envest is a private, entrepreneurial business with a shared vision to empower independent broking and underwriting businesses to grow and deliver best-in-class insurance solutions.

As a Compliance Specialist, you'll work collaboratively to provide operational and administrative support to maintain regulatory standards and internal policies. You'll assist with routine compliance tasks, preparing documentation and contribute to a positive culture of integrity and accountability! We're open to location but our preference would be someone based in Brisbane, Sydney or Melbourne to co-locate with our team, with some national travel required.

As a Compliance Specialist you will:

  • Assist with the monitoring and interpreting changes in applicable regulations, in particular the Corporations, Insurance Contracts and ASIC Acts, and assess their impact on the business.
  • Support the implementation and maintenance of compliance policies, procedures, and controls.
  • Assist with compliance reviews to ensure adherence to licensee’s general obligations and internal policies.
  • Review client files and adviser communications to ensure adherence to regulatory obligations with regards to advice, disclosures, record keeping, acting fairly, honestly and efficiently, among other matters.
  • Prepare adviser file review reports and maintain accurate records of outcomes any remediation and required training and education.
  • Assess adherence to best interest duty, product suitability, and appropriate management of conflicts of interest.
  • Assist in the implementation of corrective actions and continuous improvement initiatives.
  • Maintain breaches, incident and complaints registers and monitor for patterns to identify root cause issues or opportunities for education and training uplift
  • Provide guidance and training to staff on compliance-related matters, including reviewing marketing material and advice practices.
  • Investigate and report on compliance breaches and support corrective actions.
  • Assist in the preparation and submission of regulatory filings and reports.
  • Support the development and delivery of the compliance monitoring plan.
  • Maintain up-to-date records and documentation in line with regulatory and audit requirements.
  • Collaborate across first and second line risk and compliance teams, operational teams and legal teams to support overall risk management and liaise with regulators and external auditors as needed.
  • Contribute to risk assessments and internal control reviews related to insurance broking activities.

What you'll bring to the role:

  • At least 3 years’ experience within a general insurance brokerage business.
  • Tier 1 insurance broking accreditation (or similar)
  • Exceptional written and verbal communication skills
  • An understanding of compliance review processes, risk and compliance principles and frameworks.
  • Proven:
    • decision-making skills – ability to make effective competent and commercial decisions in a timely manner.
    • ethical mindset and commitment to regulatory integrity
    • analytical and critical thinking capabilities to interpret a range of data, identify patterns, trends and links that inform judgement and solutions.
    • ability to work independently, managing multiple priorities whilst recognizing, understanding and supporting the need for continual improvement.

Why Us?

We value our team and strive to provide a comprehensive range of benefits and opportunities to support your personal and professional growth. Here's what you can expect when you join us:

  • Competitive remuneration + opportunity for an annual incentive.
  • An environment that encourages professional growth based on skills and interests.
  • Paid volunteer leave, birthday leave + more benefits.
  • Flexible working arrangements, with scope for some work-from-home.
  • Employee Assistance Program for you and immediate family members.

If you’re ready to embark on the next chapter of your career, we encourage you to click the Apply button or reach out to people@envest.com.au

Learn more  

MelbournePermanent • Remote

Claims Officer - Remote

Are you a detail-oriented problem solver with a passion for helping people through challenging situations? We’re looking for a Claims Consultant to join our Motor team within Envest Networks and manage end-to-end claims with care, confidence, and efficiency. Reporting directly into the Head of Claims the Claims Officer will be responsible for proactively managing a portfolio of motor claims for a number of our Authorised representatives.

What You’ll Do

  • You will be responsible for claim management from first notification, lodgment, document management, reporting, claim settlement and file closure.
  • Be the first point of contact for new claims, assessing and responding promptly, and ensuring our partners are given the highest level of service.
  • Lodge claims with insurers via portals, phone, and email and liaise with insurers, assessors, lawyers, and other key stakeholders to ensure full policy entitlements are received.
  • Work closely with authorised reps and clients, to gather supporting documentation and assist clients with booking vehicle repairs and arranging car hire.
  • Manage recoveries and proactively oversee an open claims portfolio.
  • Build strong relationships with clients, brokers, repairers, car hire providers, and assessors.
  • Provide support to the Head of Claims and Claims Executives as needed.

What You’ll Bring

  • Ideally 1 - 3 years’ experience in end-to-end claims management.
  • Strong understanding of policy wordings and ability to identify potential claim issues.
  • Experience with file reviews and file management.
  • Systems experience - proficient in Microsoft Office (Outlook, Word, Excel, PowerPoint) and ideally familiarity with Office tech, Win beat, and Insight (advantageous but not essential).
  • Excellent problem-solving, organisation, and attention to detail.
  • High-quality written and verbal communication skills.
  • Confidence in negotiation and conflict resolution.
  • A proactive mindset and ability to think outside the box.

Why join us?

  • Be part of a respected and growing group with a strong presence in the insurance and financial services sector. Benefit from being part of a broader network of businesses within the Envest Group, offering exposure to diverse roles and projects.
  • Work alongside experienced professionals in a supportive, team-oriented environment that values open communication and shared success.
  • Our competitive salaries are also complimented by our incentive structure and employee benefits offering.
  • Access ongoing learning opportunities, mentorship, and career progression pathways tailored to your goals.
  • Be part of our Wellbeing initiatives such as Family Days, Fundraising activities, Employee Assistance Program as well as our Wellbeing hub.
  • We offer flexible work arrangements and welcome applications from candidates with claims experience located anywhere in Australia.

If you are ready for a new challenge within collaborative and forward-thinking team that values professional growth, innovation, and genuine care for our clients, please apply today. For further information please reach out to Katy@envest.com.au

Learn more  

Sydney CBDPermanent

Applications Support Team Leader

Headquartered in Brisbane, Queensland, Envest is an insurance investment and distribution business with a diverse portfolio of brands and national footprint. Envest is a private, entrepreneurial business with a shared vision to empower independent broking and underwriting businesses to grow and deliver best-in-class insurance solutions.

As the Application Support Team Leader, you will play a crucial role in ensuring the seamless operation of our applications and technologies, across Marketplace, Officetech, JAVLN and Broker Management Systems. You will lead a dedicated team, ensuring the delivery of stellar customer support while overseeing key processes, improving efficiencies, and fostering a collaborative team environment. This role is vital in maintaining the integrity and availability of our application services, directly contributing to our company's success.

About the Role:

  • Provide leadership and supervision for the application support team.
  • Take charge of managing and resolving application issues, ensuring high levels of service support are maintained.
  • Collaborate with product owners and business broking operations teams to align support with strategic goals.
  • Develop and implement support procedures and documentation to standardise service delivery.
  • Coordinate with other departments and stakeholders to ensure seamless support processes.
  • Train and mentor team members to enhance their skills and effectiveness.
  • Monitor performance metrics and conduct regular reviews to foster continuous improvement.
  • Co-ordinate training on new product features and enhancements.

About You:

  • A bachelor’s degree in information technology, Computer Science, or a related field.
  • Proven experience in application support and team leadership roles.
  • Strong problem-solving skills and technical knowledge relevant to Marketplace, Officetech and Broker Management Systems.
  • Excellent communication and interpersonal skills.
  • Ability to work under pressure and manage multiple priorities effectively.
  • Familiarity with emerging technologies such as API integrations, RPA, and AI in broking environments.
  • Experience in coordinating cross-functional teams and vendor relationships.
  • Understanding of insurance workflows and compliance requirements.

Why Us?

We value our team and strive to provide a comprehensive range of benefits and opportunities to support your personal and professional growth. Here's what you can expect when you join us:

  • Competitive remuneration + opportunity for an annual incentive.
  • An environment that encourages professional growth based on skills and interests.
  • Paid volunteer leave, birthday leave + more benefits.
  • Flexible working arrangements, with scope for some work-from-home.
  • Employee Assistance Program for you and immediate family members.

If you’re ready to embark on the next chapter of your career, we encourage you to click the Apply button or reach out to people@envest.com.au

Learn more  

Sydney CBDPermanent

Applications Support Specialist | Envest

About Envest

Headquartered in Brisbane, Queensland, Envest is an insurance investment and distribution business with a diverse portfolio of brands and national footprint. Envest is a private, entrepreneurial business with a shared vision to empower independent broking and underwriting businesses to grow and deliver best-in-class insurance solutions.

As an Applications Support Level 2 Technician, you will handle more complex technical issues that demand specialised knowledge and advanced troubleshooting abilities. You’ll take on escalated cases from Level 1 support, assisting with maintenance, updates, and improvements of our systems and technologies.

As an Application Support Team Member, you will be part of a centralised support structure responsible for maintaining and enhancing the performance of business broking systems across the Envest Group. You will provide frontline and second-level support for platforms such as Winbeat, officetech, Marketplace and JAVLN, ensuring timely resolution of issues and a seamless user experience for broking teams. This role is critical in supporting Envest’s operational efficiency and technology transformation initiatives.

About the Role:

  • Respond to and resolve Level 1 and Level 2 support requests related to broking applications, including INSIGHT, Sunrise, Apex, and Marketplace and cloud streaming
  • platforms
  • Escalate complex issues to Level 3 vendor support and coordinate resolution with external partners.
  • Assist in system migrations for newly acquired businesses and support ongoing enhancements
  • Maintain documentation of support procedures and contribute to knowledge base development.
  • Collaborate with product owners and business broking operations teams to align support with strategic goals
  • Participate in testing and rollout of new features or upgrades to broking systems.
  • Conduct training sessions for Level 1 technicians and other staff on new product features.
  • Assist in system migrations for newly acquired businesses and support ongoing enhancements

About you:

  • Associate degree in Information Technology, Computer Science, or related field.
  • Proven experience in applications support roles with advanced troubleshooting knowledge.
  • Strong problem-solving skills and technical expertise.
  • Familiarity with specific applications or technologies related to Broker Management Systems.
  • Experience in customer service or support environments is a plus.
  • Strong organisational skills and attention to detail.

Why Us?

We value our team and strive to provide a comprehensive range of benefits and opportunities to support your personal and professional growth. Here's what you can expect when you join us:

  • Competitive remuneration + opportunity for an annual incentive.
  • An environment that encourages professional growth based on skills and interests.
  • Paid volunteer leave, birthday leave + more benefits.
  • Flexible working arrangements, with scope for some work-from-home.
  • Employee Assistance Program for you and immediate family members.

If you’re ready to embark on the next chapter of your career, we encourage you to click the Apply button or reach out to people@envest.com.au

Learn more  

PerthPermanent

Account Executive | Resilium Partners

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.
Learn more  

WembleyPermanent

Account Executive - Insurance Broking | Aviso Specialty

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.
Learn more  

DarwinPermanent

Account Executive | Aviso Specialty

Location: Darwin | Reporting to: Jim Athineos, Senior Account Executive

Type: Full-time | Flexible work arrangements available

About the Role

We’re seeking an experienced and driven Account Executive to manage and grow a portfolio of top-tier clients. In this key role, you’ll take ownership of your own portfolio while working closely with our Senior Account Executive to deliver exceptional client service and drive business outcomes.

This role suits a strategic thinker who thrives on relationship management, is results-focused, and takes pride in providing tailored risk solutions to clients.

Key Responsibilities

  • Manage and develop a portfolio of key client accounts with a focus on retention and growth.
  • Handle the end-to-end renewal process including pre-renewal preparation, quotations, endorsements, certificates of currency, and preparation of renewal reports.
  • Identify and pursue new business opportunities through proactive relationship building and networking.
  • Manage complex renewals and ensure clients’ changing needs are addressed.
  • Conduct in-depth client meetings and risk reviews.
  • Collaborate with our in-house Claims Manager to ensure fair and timely claim outcomes.
  • Build strong relationships with senior brokers and underwriters to secure competitive and suitable coverage for clients.

About You

  • Results-oriented with a strong drive to exceed targets and deliver high-quality outcomes for clients.
  • A confident communicator with the ability to build and maintain trusted client relationships.
  • Proactive, solutions-focused, and adaptable in fast-paced environments.
  • Excellent stakeholder engagement and negotiation skills.

Qualifications & Skills

  • Tier 1 or Diploma-level qualification in Insurance Broking (preferred).
  • Proficient in Microsoft Office, particularly Excel and Word.
  • Experience with broking systems such as Insight, Winbeat, and OfficeTech.
  • Strong administrative and organisational skills, including accurate file management and invoicing.

What We Offer

  • Competitive salary package.
  • Opportunities for career progression and professional development.
  • A modern, centrally located office in Darwin.
  • Flexible work arrangements to support work-life balance.
  • A chance to work with some of Australia's leading brands.
  • Opportunities to give back through community initiatives and partnerships.

Join a high-performing team where your skills and initiative will be valued.

Ready to make an impact? Apply today.

Learn more  

ChatswoodPermanent

Account Manager – Insurance Broking | Resilium Partners

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!

Learn more  

SydneyPermanent

General Expression of Interest

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
Learn more  
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