Bereavement & Accident Claims Assessor

The People’s Pension; Crawley; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A not-for-profit organization is seeking an Accident & Bereavement Claims Assessor to support customers during sensitive moments, managing claims with compassion and expertise. You will collaborate with internal teams and external partners, ensuring service excellence and compliance. Ideal candidates will have a good understanding of financial services and possess empathy in handling emotional situations. This role offers a hybrid working model and generous benefits to encourage employee well-being.

Benefits

Generous pension contributions up to 14%

Employee healthcare

Onsite gym

Learning & development opportunities

Volunteering days

Social clubs and events

Travel season ticket loans

Qualifications

• Experience in managing death, ill health, and accident claims.
• Ability to handle emotional conversations with sensitivity.
• Strong active listening skills to assess customer needs.

Responsibilities

• Manage and assess claims across product range with compassion.
• Collaborate with colleagues to ensure service excellence.
• Maintain relationships with internal and external stakeholders.

Skills

Good knowledge of Financial Services

Good organisational and time management skills

Basic understanding of bereavement and terminal illness

Tools

Office systems

Job description

Description

Accident & Bereavement 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”.

PerksOur people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award‑winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People’s Partnership’s employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.

Salary Range