Trust Management Specialist

3 days ago

Adelaide, South Australia beBeeAccount Full time $80,000 - $120,000
Job Opportunity

We are seeking a talented individual to join our Discretionary Trust team.

The role is based in the Adelaide – Frome office, with a hybrid working arrangement requiring at least three days per week in the office.

Key Responsibilities
  • Assist Senior and Principal Account Executives in client services, including contact, administration and technical support.
  • Support brokers and clients with alternative risk finance solutions and discretionary trusts; manage accounts, provide advice and administer plans.
  • Address broker and customer inquiries accurately, identify service trends and oversee trust renewals.
  • Provide day-to-day client service and account management across various solutions to enhance service quality and retention.
  • Support business growth by servicing existing accounts and assisting the new business team and client executives in expanding the trust portfolio.
  • Develop and maintain long-term relationships with key client decision makers through regular meetings.
  • Understand clients' business, risk management and insurance needs.
  • Implement renewal and broking strategies as instructed.
  • Assist with account retention and defence strategies.
  • Help develop additional business from existing portfolios and acquire new clients.
  • Introduce new products aligned with company strategies to benefit clients.
  • Support claim negotiations to achieve fair settlements for clients.
  • Ensure timely and accurate documentation, quotations and premium calculations.
  • Maintain accurate, up-to-date client records in accordance with company principles.
Required Skills and Qualifications
  • Tier 1 qualification
  • MIS Compliant or willingness to obtain
  • Demonstrated experience within the insurance industry
  • Excellent communication and interpersonal skills
  • Proficient Excel skills
  • Ability to produce a high standard of work, demonstrating accuracy and attention to detail
  • Good analytical skills
Benefits and Career Opportunities
  • Professional development opportunities
  • Interesting work
  • Supportive leaders
  • Vibrant and inclusive culture
  • Range of career opportunities
  • Benefits and rewards to enhance your well-being
Other Requirements

Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

About Us

We are a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh McLennan. We help build confidence to thrive through the power of perspective.

  • Business / Practice Operations Manager

    3 weeks ago

    Adelaide, South Australia Specialist Anaesthetic Services Full time

    Add expected salary to your profile for insights Specialist Anaesthetic Services is a dynamic and supportive healthcare practice delivering high-quality specialist services across South Australia.We work closely with hospitals, surgeons, and administrative teams to ensure smooth operations and exceptional patient care.Our team values collaboration,...

  • Business / Practice Operations Manager

    4 weeks ago

    Adelaide, South Australia Specialist Anaesthetic Services Full time

    Add expected salary to your profile for insightsSpecialist Anaesthetic Services is a dynamic and supportive healthcare practice delivering high-quality specialist services across South Australia. We work closely with hospitals, surgeons, and administrative teams to ensure smooth operations and exceptional patient care. Our team values collaboration,...

  • Business / Practice Operations Manager

    13 hours ago

    Adelaide, South Australia Specialist Anaesthetic Services Full time

    Add expected salary to your profile for insightsSpecialist Anaesthetic Services is a dynamic and supportive healthcare practice delivering high-quality specialist services across South Australia. We work closely with hospitals, surgeons, and administrative teams to ensure smooth operations and exceptional patient care. Our team values collaboration,...

  • Business Practice Manager

    4 weeks ago

    Adelaide, South Australia Specialist Anaesthetic Services Full time

    1 day ago Be among the first 25 applicantsAn exciting opportunity exists to join SAS as aBusiness / Practice Operations Manager. This pivotal role leads operational strategy and performance across the organisation, supporting the Board in managing finance, risk, and facilities. The role ensures the Practice operates efficiently, ethically, and in line with...

  • Specialist Support Coordinator

    4 weeks ago

    Adelaide, South Australia Adelaide Specialist Support Coordinators Pty Ltd Full time

    Welcoming all applicants Adelaide Specialist Support Coordinators is growing again and would love to hear from you.Team of 15, seeking to grow to a team of 17The team at Adelaide Specialist Support Coordinators aims to support people living with a disability to help achieve their unique personal goals. We address barriers they may be facing, whilst providing...

  • Aso2 Customer Service Officer

    3 days ago

    Adelaide, South Australia SA Housing Trust Full time

    South Australian Housing Trust Job reference: 656448 Location: 5000 - ADELAIDEJob status: Short Term Contract Eligibility: Open to Everyone Role The Customer Service Officer is a role within the SA Housing Trust Contact Centre and is accountable to the Team Leaders, and Manager, Contact Centre for: Undertaking inbound and outbound contact and administrative...

  • ASO6 Health, Safety and Wellbeing

    6 days ago

    Adelaide, South Australia SA Housing Trust Full time

    South Australian Housing TrustJob reference: 693561Location: 5000 - ADELAIDEJob status: OngoingEligibility: Open to EveryoneAbout The RoleThe Health, Safety and Wellbeing (HSW) Project and Training Consultant is accountable for the planning, development, delivery and monitoring of high quality health, safety and wellbeing management systems, including...

  • ASO2 Regional Customer Service Officer

    4 weeks ago

    Adelaide, South Australia SA Housing Trust Full time

    South Australian Housing TrustJob reference: 690215Location: - VARIOUS -Job status: OngoingEligibility: Open to EveryoneThe Regional Customer Service Officer is a role within the SA Housing Trust and is accountable to the Business Coordinator, Team Leader, Operations Manager, Program Manager (subject to location) for:Providing customer service to SA Housing...

  • ASO2 Regional Customer Service Officer

    4 weeks ago

    Adelaide, South Australia SA Housing Trust Full time

    South Australian Housing TrustJob reference: 690215Location: - VARIOUS -Job status: OngoingEligibility: Open to EveryoneThe Regional Customer Service Officer is a role within the SA Housing Trust and is accountable to the Business Coordinator, Team Leader, Operations Manager, Program Manager (subject to location) for:Providing customer service to SA Housing...

  • Financial Management Specialist

    2 days ago

    Adelaide, South Australia beBeeFinancial Full time $100,000 - $130,000

    Financial Management SpecialistAs a key member of the finance team, you will play a pivotal role in providing financial support to ensure the smooth execution of the Enterprise Partnering Agreement (EPA) and other programs.Provide end-to-end financial assistance to ensure program success.Establish and manage monthly financial reports, forecasts, and budgets...