Make your next career move count in a role with real purposeBring your expertise to complex claims and meaningful member outcomesPermanent full-time position and a 12-month max-term position available, based in Melbourne or SydneyThe opportunity to join our teamMake 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 opportunity to combine your technical knowledge with empathy, sound decision-making and a genuine focus on achieving the right outcomes for members.Key ResponsibilitiesManage complex Death, TPD and Income Protection claims from assessment through to resolutionIndependently review declined, disputed and complex insurance claims on behalf of the TrusteeReview insurer decisions, confidently challenging outcomes where appropriate to support fair member outcomesMake impartial trustee recommendations in line with trust deeds, superannuation law and trustee delegationsAssess contribution refund and reclassification requests accurately and within agreed service standardsSupport complex trustee complaints,



including RG 271 and AFCA mattersBuild trusted relationships with members, beneficiaries, advisers, insurers, solicitors and internal stakeholdersIdentify risks and opportunities to improve processes, quality and the overall member experienceWhat You Will BringExperience in insurance claims, superannuation, trustee services or a related financial services environmentStrong knowledge of Death, TPD and Income Protection claimsUnderstanding of trustee obligations, superannuation legislation and regulatory requirementsExperience managing complex, disputed or declined insurance claimsStrong analytical skills and sound judgement when making impartial recommendationsExcellent written and verbal communication skills with robust attention to detailEmpathy and professionalism when supporting members and families through sensitive circumstancesStrong stakeholder management skills and a proactive, collaborative approachApplicants 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)
🏢 Insignia Financial
📍 Sydney