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About the Role
Manage complex insurance and trustee matters, using expertise and judgment to help deliver fair and considered outcomes for members and their families during sensitive circumstances.
Responsibilities
- Manage complex Death, TPD and Income Protection claims from assessment through to resolution
- Independently review declined, disputed and complex insurance claims on behalf of the Trustee
- Review insurer decisions, confidently challenging outcomes where appropriate to support fair member outcomes
- Make impartial trustee recommendations in line with trust deeds, superannuation law and trustee delegations
- Assess contribution refund and reclassification requests accurately and within agreed service standards
- Support complex trustee complaints, including RG 271 and AFCA matters
- Build trusted relationships with members, beneficiaries, advisers, insurers, solicitors and internal stakeholders
- Identify risks and opportunities to improve processes, quality and the overall member experience
Requirements
- Experience in insurance claims, superannuation, trustee services or a related financial services environment
- Strong knowledge of Death, TPD and Income Protection claims
- Understanding of trustee obligations, superannuation legislation and regulatory requirements
- Experience managing complex, disputed or declined insurance claims
- Strong analytical skills and sound judgement when making impartial recommendations
- Excellent written and verbal communication skills with strong attention to detail
- Empathy and professionalism when supporting members and families through sensitive circumstances
- Strong stakeholder management skills and a proactive, collaborative approach
- Eligibility to work in Australia
- Willingness to undertake police and basic credit checks
Skills
- Insurance claims management
- Superannuation
- Trustee services
- Financial services
- Death claims assessment
- TPD claims assessment
- Income Protection claims assessment
- Disputed claims management
- Declined claims management
- Trustee obligations
- Superannuation legislation
- Regulatory requirements
- Analytical skills
- Judgment
- Communication skills
- Attention to detail
- Empathy
- Professionalism
- Stakeholder management
- Collaboration
Location
- Melbourne
- Sydney
Work Type
- 12-month max-term position
About the Company
- Make a meaningful difference for members and their families when they need support most.
- Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.
Equal Opportunity
- We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.