About the role
This is a vital client facing role focused on investigating claims, liaising with clients and insurers to deliver an excellent standard of client service throughout the claims process. You will be responsible for managing and processing insurance claims for clients, ensuring timely and accurate resolution.
Key responsibilities
Handle and process insurance claims from initiation to completion, ensuring compliance with company policies and industry regulations
Review and assess claim submission, verifying the accuracy and completeness of information provided
Serve as the primary point of contact for clients during the claims process, providing updates and addressing any concerns or questions
Conduct thorough investigations of claims, including gathering necessary documentation, interviewing relevant parties and assessing the validity of claims
Negotiate settlements with insurers and clients to achieve fair and satisfactory outcomes
Ensure all client interactions and transactions are documented accurately and comply with legal and regulatory requirements
Ensure high levels of customer satisfaction by addressing client needs and resolving issues promptly
Ensure all claims handled comply with regulatory requirements and company standards
About you
Excellent verbal and written communication skills
Strong interpersonal skills with the ability to build and maintain both client and insurer relationships
Ability to manage multiple tasks and meet all required deadlines
Strong attention to detail and accuracy preparing and processing documents
Ability to collaborate effectively with team members and contribute to a positive team environment
Proactive problem-solving approach to deliver sustainable and effective solutions
Proficiency with suite of Microsoft 365 applications such as Outlook, Word, Teams and Excel
Experience with industry specific software such as e-Global or similar platforms for managing client information and policies
New Zealand Certificate in Financial Services (Level 5)
Related experience in a similar role in the financial services, insurance or banking industry is preferred but not essential