Bereavement & Accident - Bereavement & Accident Claims Assessor

People's Partnership; Crawley; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Real living wage

Pension contributions up to 14%

Income protection

Healthcare

Job summary

People’s Partnership is seeking a Bereavement & Accident Claims Assessor to support customers through sensitive life events, evaluating death, ill health, and accident claims with compassion.

You’ll collaborate with colleagues and external partners to ensure compliant, quality service and continual improvement in a purpose-driven setting.

Qualifications

• Experience handling life, ill health and accident claims.
• Ability to gather information and assess claims with empathy.
• Knowledge of regulatory requirements in financial services.

Responsibilities

• Manage and assess death, ill health, and accident claims across our product range, delivering professional and compassionate support to customers and beneficiaries.
• Use active listening to understand customer needs, gather relevant information, and ensure accurate claim assessments while maintaining service standards.
• Support colleagues daily by resolving queries, sharing knowledge, and being available for discussions due to the varied nature of claims.
• Build and maintain strong relationships with internal teams and external parties such as Coroners, solicitors, IFAs, employers, and other stakeholders involved in the claims process.

Skills

Active listening

Empathy

Organisation

Regulatory knowledge

Tools

Office software

Job description

Bereavement & Accident Claims Assessor

About People’s Partnership:

At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.

What you'll be doing:

Join our Customer Services team at People’s Partnership, where compassion meets expertise. You’ll play a vital role in supporting customers through life’s most sensitive moments, managing claims with professionalism and empathy. Collaborating with colleagues and external partners, you’ll ensure service excellence, regulatory compliance, and continuous improvement. If you’re passionate about making a meaningful impact and thrive in a supportive, purpose-driven environment—this is the role for you.

• Manage and assess death, ill health, and accident claims across our product range, delivering professional and compassionate support to customers and beneficiaries.
• Use active listening to understand customer needs, gather relevant information, and ensure accurate claim assessments while maintaining service standards.
• Support colleagues daily by resolving queries, sharing knowledge, and being available for discussions due to the varied nature of claims.
• Build and maintain strong relationships with internal teams and external parties such as Coroners, solicitors, IFAs, employers, and other stakeholders involved in the claims process.

What we’re looking for:

• Good knowledge of Financial Services, Workplace Pensions, Master trusts and the regulatory requirements of Automatic Enrolment.
• Basic understanding of what a bereavement/terminal illness is, to have the knowledge of basic terms within this journey and to have a strong natural ability to deal with emotional situations/conversations.
• Good organisational and time management skills.
• A good working knowledge of office systems

What you can expect from us:

• Generous pension contributions with an employer contribution of up to 14%
• Real living wage
• Income protection, critical illness cover & death in service insurance
• Employee healthcare
• Parental and adoption leave
• Learning & development opportunities and study support
• Travel season ticket loans
• Grab & Go Deli Café
• Volunteering days and charity payroll giving
• Onsite gym
• Ride-to-Work scheme
• Social clubs and events

Disability Statement

People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.