Claims Consultant

ClearView Wealth Limited; Sydney; Hybrid; AUD 90,000 - 110,000; Full time

Benefits offered by this job

5 weeks annual leave

15 days personal/carer’s leave

Family Care leave

Hybrid work arrangement: 3 days in the

office and 2 days work from home

AUD$500 wellbeing payment

AUD$295 starter e-voucher

Global mobility across 200+ countries

Green Star offices and tree planting

Job summary

ClearView Wealth Limited is seeking a Claims Consultant to provide empathetic life insurance claims support, managing cases within authority and delivering excellent service. You will work within a hybrid model, collaborating with medical officers, reinsurance partners, and the broader claims team.

The role emphasizes claims assessment, data gathering, LICOP compliance, and delivering outcomes that align with our service standards and customer care principles.

Qualifications

• 3+ years claims assessment experience.
• Proven experience in similar roles and strong service mindset.
• Knowledge of relevant legislation and governing principles.
• Excellent written and verbal communication skills.
• Analytical and problem-solving abilities for claims handling.
• Proficient in MS Office and claims-related systems.

Responsibilities

• Assess and manage claims within delegated authority limits.
• Deliver outstanding customer service consistent with the Claims philosophy.
• Proactively handle Income Protection, Trauma, and TPD claims.
• Gather and interpret information for effective claim management.
• Comply with LICOP and internal SLAs.
• Provide efficient case management and collaborate with internal and external stakeholders.

Skills

Claims assessment

Customer service

Communication

Analytical thinking

MS Office

Tools

MS Office Suite

Claims systems

Job description

Looking for a role that offers flexibility, meaningful work and the opportunity to build your career in Life Insurance? Whether you're background is Retail or Group Life Insurance, or Workers Compensation, we would love to hear from you.

About the Company

ClearView is now part of Zurich, bringing together the best of both worlds.

ClearView is entering an exciting new chapter following its acquisition by Zurich Australia. Join ClearView and help shape what’s next.

As we bring our businesses together, ClearView will continue to operate as a distinct business. For new employees joining, you’ll be employed by Zurich and work within the ClearView business.

This creates a unique opportunity to contribute to a business with a strong identity, great culture, and entrepreneurial spirit, while also benefiting from the scale, stability and global opportunities that come with being part of Zurich.

As Zurich and ClearView come together, you’ll have the opportunity to play a key role in shaping the future, contributing to our long-term growth ambitions, digital transformation agenda and commitment to delivering outstanding outcomes for customers.

We understand that candidates may have questions about the transition. We’re committed to being open, transparent and supportive throughout the recruitment process, ensuring you have the information you need to make an informed decision about joining us and being part of what comes next.

Role Summary:

As a Claims Consultant you'll provide a personal and empathetic service to Life customers, managing and assessing Life Claims efficiently within delegated authority. The role further supports the broader Claims Team in managing workflow and ensuring effective service delivery.

Primary Responsibilities:

• Assess and manage claims within set authority limits.
• Provide outstanding customer service and adhering to ClearView’s Claims philosophy.
• Proactively handle a diverse range of Income Protection, Trauma and Total & Permanent Disablement claims.
• Gathering and interpreting relevant information for effective claim management.
• Following the Life Insurance Code of Practice (LICOP) and internal Service Level Agreements (SLA's).
• Delivering efficient case management to support robust claims strategies and positive customer outcomes.
• Working seamlessly in a team environment, engaging with internal and external stakeholders, including Consulting Medical Officers (CMO) and Reinsurance partners.

Secondary Responsibilities

• Assist with data for claims reporting
• System testing as required.
• Claims process improvement.
• Take ownership of the risk and compliance responsibilities relevant to your role, support a strong risk culture, and understand that risk is everyone’s responsibility.

Qualifications & Skills Required

• 3+ years claims assessment
• Proven experience in similar roles and demonstrated dedication to service and operational excellence.
• Knowledge of relevant legislation and governing principles.
• Strong customer service focus with empathy, integrity, and effective written and verbal communication skills.
• Analytical and problem-solving ability to assess and manage claims efficiently.
• Proficient in MS Office Suite and other relevant systems to support workflow and documentation.
• Enjoy 5 weeks of annual leave for permanent staff through our Z leave initiative, along with 15 days of personal/carer’s leave as we empower our people to manage their own wellbeing. Plus, access to Family Care (parental leave).
• Benefit from a hybrid working arrangement - 3 days in the office and 2 days working from home per week for full-time employees.
• Access programs to stay healthy and feel healthier, receive an AUD$500 wellbeing payment per year, and a AUD$295 new starter e-voucher for your work-from-home setup (flex work - hybrid working), along with other great benefits through our Shine portal.
• Grow and thrive in your career with our award-winning training programs. We support and encourage your development because our strength lies in our people, and we value your individuality.
• Work with global, diverse, and inclusive teams; explore your passions, fuel innovation, drive equity, collaborate, and make a positive difference beyond your role.
• Take advantage of global mobility opportunities across more than 200 countries worldwide.
• Volunteer and work in our state-of-the-art Green Star rated offices (when you are in the office) and dress for your day.
• We plant a tree for every new employee.
• Not to mention our various employer of choice awards/memberships – WGEA; Family Inclusive Workplace; Gold AWEI Employer, Pride in Diversity… to name a few.

Zurich is an equal opportunity employer. We are committed to ensuring that our recruitment process is fair and accessible for all candidates. If you require any special accommodations to participate in our recruitment process, we encourage you to please let us know at the time of your application.