Insurance Trustee Specialist

Insignia Financial; Sydney; On-site; AUD 90,000 - 130,000; Full time

Job summary

Insignia Financial is seeking an Insurance Trustee Specialist to manage complex Death, TPD, and Income Protection claims, including disputed and declined cases, collaborating with insurers, advisers, solicitors and internal teams.

You will apply regulatory knowledge, demonstrate sound judgement, and provide impartial trustee recommendations in line with trust deeds and superannuation law to deliver fair outcomes for members and their families.

Qualifications

• 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 recommendations.
• Excellent 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.

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

Skills

Insurance claims

Superannuation

Trustee services

Regulatory knowledge

Analytical skills

Communication skills

Stakeholder management

Empathy

Job description

• 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 opportunity 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 recommendations
• Excellent 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.