GROUP or RETAIL Claims Assessor/Case Manager – Life Insurance

The Organisation

Our Client is one of Australia’s Banks who have made it their business to be an organisation where people perform at their ‘Optimum‘ and are rewarded for ‘Excellence‘.

The Role

As a Life Claims Assessor from a Group or Retail background, you will be responsible for managing the investigation and assessment of new and existing Life Insurance claims. You will also be working alongside third parties and internal departments in relation to these claims and ensuring that terms and conditions as well as service level agreements are met and adhered to on each case/claim.


  • Manage the front end investigation and assessment of new and existing Life Insurance Claims
  • Take ownership of customer problems and issues to create a positive customer experience
  • Show initiative to build and maintain knowledge of claims industry 
  • Ensure individual compliance to policies and procedures in all actions

The Person
To be successful in this role, you will ideally bring the following: 

  • Minimum 12 months Group or Retail background
    Life Claims Insurance, allied health, workers rehabilitation or equivalent
  • Medical – Demonstrate a basic knowledge of medical terms/concepts so you can interpret reports and apply knowledge to the assessment process
  • Product – Demonstrate a working knowledge of the main product range including upgrades
  • Legal – Understand the main concepts of the Life Insurance Act that are relevant to assessing claims
  • Communication – Maintain regular outbound contact with the client, adviser and associated third parties
  • Financial analysis – Understand the basic elements of financial assessment for individuals and sole traders
  • Intuitive/Investigative Skills – Demonstrates an understanding of the tools available to investigate claims

If you meet the criteria and would love the opportunity to become part of the team please contact Dominic Sheppard on +61 2 9240 6386

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GROUP or RETAIL Claims Assessor/Case Manager - Life Insurance

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