Insurance Trustee Specialist

2 weeks ago

Sydney, New South Wales, Australia IOOF Holdings Full time

Date:2 Feb 2024
Location:
Sydney, NSW, AU, 2000
Employment Type:Max Term Full Time- 2 year max term contract

  • Sydney Location
  • Be part of a high performing team in our Client and Technology Division

The Role


As an Insurance Trustee Specialist, you'll deal with death claims, terminal illness and total and permanent disability claims made by our members.

You'll be taking and making some tough calls from members, their relatives and layers and having to review and assess some challenging circumstances, but we'll be sure to give you all the right training to make sure you are set up for success.

We'll also teach you family law down the track, but it's on the job learning and there are training guides to follow.


In addition to the above, you will also:

  • Manage and respond to complex trustee complaints in accordance with complaint management policy
  • Independently review declined insurance claims on behalf of the Trustee
  • Assist and empathise with customers who may be experiencing hardship
  • Build and maintain relationships with members, beneficiaries, advisers, solicitors, external and internal suppliers.
  • Deliver quality customer service as per agreed service standards
  • Review and proposed decisions a in timely manner to reduce likelihood of compensation requests or double payments
  • Have the opportunity to identify and propose improvement initiatives
  • Proven experience in a similar role within Insurance or Superannuation industry
  • Exposure to Life Claims Assessing
  • Family Law knowledge and underwriting experience would be beneficial
  • Excellent verbal and written communication skills
  • Strong stakeholder management skills
  • Demonstrated ability to work with others collaboratively and deliver agreed outcomes on time and on budget with an exceptional level of quality
  • Structured, process oriented with a focus on consistent high quality and accuracy
  • Can do attitude and willingness to learn

Benefits

  • Development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits

The Business

  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846.
Over the decades, we have grown substantially to become a leading provider of quality financial services and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._

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