🔷 About CBN
At Community Broker Network, we are not just supporting insurance businesses, we are shaping the future of the industry.
As Australia’s largest network of general insurance authorised representatives, we support more than 300 businesses and 1,000 employees nationwide. Our team provides market access, technology, education, marketing, HR, business advisory and operational support to brokers across the country.
We are proudly a certified Great Place to Work, known for strong leadership, an authentic culture and a genuine commitment to helping our people and our network grow.
Our values guide how we work together:
🔹 We listen (Understand)
🔹 We achieve (Accomplish)
🔹 We are one (Together)
🔷 Purpose of the Role
As a Trust Accounts Officer, you will play a key role in managing and maintaining the integrity of trust accounting processes across the business.
You will ensure all transactions are processed accurately and on time, supporting brokers, underwriters and internal stakeholders while maintaining compliance with industry and regulatory requirements.
✨ What You’ll Do
Trust Accounting & Processing
- Manage daily banking, including online transactions, cheques and credit cards
- Perform bank reconciliations and ensure accuracy across all accounts
- Process premium funding calculations, reconciliations and payments
Commissions & Payments
- Calculate and process broker and authorised representative commissions
- Manage underwriter reconciliations and payments
- Prepare reporting to support commission and payment accuracy
Reconciliation & Compliance
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Maintain accurate trust account records in line with compliance requirements
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Investigate and resolve discrepancies in a timely manner
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Support audits and ensure adherence to internal controls and processes
Stakeholder Support
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Work closely with brokers, underwriters and internal teams
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Provide clear and timely communication on account queries
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Support continuous improvement in trust accounting processes
💡 What You’ll Bring
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Experience in accounts, ideally within general insurance or broking
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Background as an Assistant Broker looking to transition into accounts is highly regarded
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Strong attention to detail and ability to manage high-volume transactions
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Solid Excel skills and confidence working with financial data
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Understanding of trust accounting principles and compliance requirements (preferred)
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Ability to manage competing priorities and meet deadlines
You are reliable, detail-focused and take pride in getting things right. You build trust through accuracy, consistency and accountability.
📍 Location
Perth with a collaborative and supportive team environment.
🔷 Why Join CBN?
🏆 Great Place to Work certified
🌟 Flexible and supportive working environment
📈 Career development and internal growth opportunities
📚 Ongoing learning and professional development
❤️ Wellbeing initiatives and employee benefits
