trustee claims assessor in sydney cbd

job type
AU$ 80,000 per year
apply now

job details

sydney cbd, new south wales
job category
insurance & superannuation
job type
AU$ 80,000 per year
reference number
00 00
apply now

job description

An exciting and varied position has arisen for a Trustee Services, Claims Consultant to join this leading player within the financial services space.

About the role:

The role is to act as an advocate for our customers and their families to ensure that insurance claims have been assessed fair and reasonably by the Insurer and that the claim has been processed in accordance with the relevant legislations.

Responsibilities will include:

  • Validating sum insured’s to ensure the correct sum has been admitted by the Insurer
  • Assessing for a condition of release under the ground of permanent incapacity, death and terminal illness.
  • Proactively manage claims allocated to you and ensure adequate communication has been provided to all parties involved in the claim
  • Send claim staking letters to potential beneficiaries
  • Validate data for quarterly Insurance Committee reporting
  • Manage relationship with internal and external stakeholders.

To be successful in this role:

  • Preferable university qualified with a Commerce or Business degree or similar
  • Legal qualification is preferable as is Compliance experience
  • Detailed understanding of the claims processing lifecycle, Trust Deeds and Policy documents
  • RG146 qualification (preferable).

How to apply:

If you’re an energetic individual, who always goes above and beyond and possesses a strong customer focus, then this is the ideal role for you. Please make sure to get in contact with Kristian Tan on 0282983813 or at


Claims, Life Insurance, Retail Claims, Group Claims, Income Protection, Critical Illness, Team Manager, Team Leader, Insurance, Rehabilitation, Case Management, Claims Consultant, Claims Assessor, Claims Advisor.Trustee Claims,


Preferable university qualified with a Commerce or Business degree or similar

educational requirements

Vocational/Professional Qualification