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About the role

You will manage claims from start to finish, acting as a trusted advocate for our clients throughout the claims journey.

Key responsibilities

  • Gathering claim documentation, assessing claim validity, and determining the most appropriate course of action.

  • Lodging and managing claims within our systems while maintaining accurate and comprehensive records.

  • Ensuring all claims are handled in accordance with agreed service standards and regulatory requirements.

  • Building and maintaining strong relationships with clients, insurers, assessors, and other key stakeholders.

  • Negotiating and advocating on behalf of clients to achieve the best possible outcomes.

  • Managing client expectations and providing regular updates throughout the claims process.

  • Identifying opportunities to improve processes and enhance the client experience.

About you

  • Excellent communication and relationship-building skills

  • Strong organisational skills and attention to detail

  • The ability to prioritise and manage multiple tasks effectively

  • A proactive, solutions-focused approach to problem-solving

  • Confidence using technology and proficiency in the Microsoft Office suite.

  • A commitment to delivering exceptional customer service.

  • NZQA Certificate in Financial Services Level 5, or a willingness to complete the qualification would be highly regarded.

About us

At Affiliated, we are committed to providing real advice and achieving positive outcomes for our clients through relentless support. We value our people and invest in their success.

Benefits

  • A competitive remuneration package

  • Life Insurance and Income Protection cover

  • Ongoing education, training, and professional development

  • A supportive and collaborative team environment

  • The opportunity to make a genuine difference in the lives of our clients every day