Member Account Manager

Who is Brighter Super?

Brighter Super is a Queensland-based member-owned superannuation fund that has provided trusted and reliable investment, advice and insurance for more than 56 years. More than 250,000 Australians trust Brighter Super with their money. 

We do not have any shareholders, which means we are a profit for members fund. Our members come first in everything we do, and being an open fund allows us to welcome members from government and private sectors, and the wider community.

We’re proud of the industry recognition we receive for our commitment to delivering reliable and solid investment returns, competitive insurance and a trusted range of products and services to all our members, while they work and in the years beyond. 

The Role:

Brighter Super is a boutique superannuation fund committed to providing personalised, meaningful services to our members. As a Member Account Manager, you will be responsible for managing a portfolio of our high balance member clients and providing them with dedicated account management services through the duration of their membership. The role will ensure that trusting and lasting relationships are developed that result in membership retention while delivering tangible outcomes to members. This role reports to the Manager, Key Member Relationships and is part of a team of Member Account Managers.      

Key responsibilities

You will:

• Oversee and maintain regular contact, by both phone, digital and face to face, with a portfolio of high balance members including one-on-one member meetings and through the provision of member seminars where our members work and live
• Provide proactive service delivery to this membership group across all aspects of the value proposition including member education, insurance, rewards programs, life events and other services which may be developed
• Work with our existing financial advice business unit to increase the number of members who are receiving financial advice solutions and who are accessing pension products
• Assisting members with appropriate information or general advice to make complex decisions around the management and growth of their superannuation and insurance benefits
• Supporting members and their third-party advisors through key life events and cross promotion of all Brighter Super services to these members/clients
• To effectively promote the fund to current and prospective members through internal and external referral networks 

Personal attributes

About you 

• You will be self-managing with an energetic and service minded approach that sees problems as opportunities and can work flexibly to deliver results
• You are experienced with building effective relationships and have strong interpersonal skills based on a well-developed communication style, sense of integrity and accountability.
• You value a partnership style approach working cross functionally in an organisation to deliver outcomes for your clients. 
• You have effective listening skills with the ability to understand and analyse member needs and turn them into outcomes 

Desired experience and requirements 

• 3+ years’ experience in sales or relationship management 
• Preferably certified RG 146 in superannuation with recent experience in providing general advice 
• Ability to travel throughout portfolio area regularly, including some out of business hours work
• Well-developed presentation skills including presenting to customer audiences. 
• Experience in achieving or exceeding growth and retention targets
• Ability to pass an Australian Federal Police check and a bankruptcy check as part of being appointed and have regular checks as a part of your ongoing employment.