Claims Consultant
Core
Manage end-to-end superannuation and investment-related claims for members, beneficiaries, and advisers, ensuring compliant and timely resolutions.
Role type
Claims Consultant (Superannuation/Financial Services)
Builds
End-to-end case management for death, incapacity, hardship, and family law claims within the superannuation ecosystem.
Domain
Financial Services / Superannuation
Deliverable
client delivery
Required skills
Claims administration, Superannuation product knowledge, Regulatory compliance, Case management, Stakeholder relationship building, Complex case investigation
Preferred skills
RG146 license, ASFA Certificate IV, Experience in financial services operations
Responsibilities
Assess and administer death, permanent incapacity, terminal illness, financial hardship, compassionate release, and family law claims; Review legal, medical, and supporting documentation to determine claim eligibility; Coordinate trustee determinations, benefit payments, account restrictions, and closures; Investigate complex cases and manage escalations; Ensure adherence to legislative and trustee requirements; Contribute to continuous improvement initiatives.
