SYDNEY, NSW, AU, **** MELBOURNE, VIC, AU, ****
Employment Type: Permanent Full Time
Make your next career move count in a role with real purpose
Bring your expertise to complex claims and meaningful member outcomes
Permanent full-time position and a 12-month max-term position available, based in Melbourne or Sydney
The opportunity to join our team
Make a meaningful difference for members and their families when they need support most.
As an Insurance Trustee Specialist, you'll manage complex insurance and trustee matters, using your expertise and judgement to help deliver fair and considered outcomes.
You'll work across Death, TPD and Income Protection claims, including disputed and declined claims, while partnering with insurers, advisers, solicitors and internal teams.
This is an chance to combine your technical knowledge with empathy, sound decision-making and a genuine focus on achieving the right outcomes for members.
Key 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
What you will bring:
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 recommendationsExcellent 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
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.
Please note that applications from agencies will not be considered at this time.
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.
#J-*****-Ljbffr

📌 Insurance Trustee Specialist (Sydney)
🏢 IOOF Holdings
📍 Sydney