Bereavement & Accident Claims Assessor

People's Partnership; Crawley; Hybrid; GBP 24,000 - 32,000; Full time

Benefits offered by this job

Pension contributions

Living wage

Insurance cover

Healthcare

Parental leave

Development opportunities

Season ticket loans

Volunteering

Onsite gym

Social events

Job summary

People’s Partnership is a not-for-profit employer offering a flexible hybrid working approach and a role in our Customer Services team. You’ll support customers through life’s sensitive moments, handling death, ill health and accident claims with professionalism and empathy.

You’ll collaborate with colleagues and external partners to ensure regulatory compliance and continuous improvement, delivering excellent service for beneficiaries and members.

Qualifications

• Knowledge of Financial Services including Workplace Pensions and Master trusts.
• Understanding of bereavement and terminal illness terms and sensitive conversations.
• Strong organisational and time-management skills.
• Proficiency with common office systems and software.

Responsibilities

• Manage and assess death, ill health, and accident claims with professionalism and empathy.
• Gather information through active listening and ensure accurate claim assessments while maintaining service standards.
• Support colleagues by resolving queries and sharing knowledge due to varied claims.
• Build relationships with internal teams and external parties involved in the claims process.

Skills

Financial Services knowledge

Pensions regulatory awareness

Bereavement & terminal illness terms

Organisational & time management

Office systems proficiency

Job description

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
• Volunteering days and charity payroll giving
• Onsite gym
• 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”.

We’re looking for people who share our values, and we want to help bring out the best in you.

Interviews with us are a two-way process. You’ll have the opportunity to show us why you’re right for the role, and we want you to learn more about us too.