Manager, Trustee Claims

Insignia Financial · Sydney NSW 2000 · Full time
Posted 14d ago

Manager, Trustee Claims

Insignia Financial
Sydney NSW 2000

·

Full time

~$120k - $150k(Estimated)
KEY POINTS WE FOUND
  • Lead and develop a high-performing team of claims specialists.
  • Ensure claims activities are completed within agreed service standards.
  • Build trusted partnerships with insurers, administrators and key stakeholders.

  • Lead and develop a high-performing team of claims specialists based in Parramatta
  • Shape claims practices within a complex, regulated environment
  • Build trusted partnerships with insurers, administrators and key stakeholders

The opportunity to join our team

As Manager, Trustee Claims, located in our Parramatta offices, you will lead a team of claims specialists responsible for delivering efficient, high-quality outcomes for members and beneficiaries. You will ensure claims activities are completed within agreed service standards while supporting sound trustee decision-making and regulatory compliance. The role provides technical leadership across complex insurance claims, litigated matters, superannuation legislation and stakeholder interactions. You will also use claims insights and reporting to identify opportunities to strengthen operational performance, member engagement and claims management practices.

Key Responsibilities:

  • Lead, coach and develop a high-performing team of claims specialists, providing clear direction and building technical capability.
  • Provide guidance on complex claims, litigated matters, superannuation legislation, regulatory responses and general claims management principles.
  • Ensure trustee determinations are appropriately documented, authorised within delegated authority and supported by clear reasoning.
  • Analyse claims data and insights, validating and preparing reporting for the Insurance and Claims Committee.
  • Monitor claims handling service standards in line with FSC Standard 28 and other applicable regulatory obligations.
  • Participate in joint event panels with insurers and administrators, overseeing incidents and supporting regulatory reporting where required.
  • Identify and escalate incidents, issues, breaches and emerging risks, translating learnings into sustainable process improvements.
  • Maintain effective relationships with insurers, administrators, solicitors, members and beneficiaries through proactive and constructive communication.

What you will bring:

  • At least three years’ experience in a similar role within the financial services industry.
  • Demonstrated experience leading and developing a high-performing team in a regulated environment.
  • Strong technical knowledge of insurance claims processes and claims management practices.
  • Sound understanding of trustee obligations, trust deeds, the SIS Act and associated regulations relating to insured benefits and death benefit distributions.
  • Experience improving claims operations, processes, policies, standards and supporting documentation.
  • Strong analytical and critical-thinking skills, with the ability to interpret complex medical, financial and vocational information.
  • Confident communication and stakeholder management skills, supported by a calm, constructive and solutions-focused approach.
  • Current knowledge of relevant claims and regulatory obligations, including FSC Standard 28 and the Life Insurance Code of Practice

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team **********************************************************************************>

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

Stay Safe While Job Hunting

We vet all employer accounts and do our best to keep job ads safe, but scams can still occur. Be cautious when sharing personal information — never provide financial details or make payments during the application process. For extra security, use the Apply button on our site when proceeding.

Skills

0 of 15 matched
Claims managementClaims reporting and insightsCoaching and developmentCritical thinkingInsurance claims processesLitigated claims handlingMarketing analysisMedical, financial, vocational information interpretationProcess improvementRegulatory complianceRegulatory knowledge (fsc standard 28, life insurance code of practice)Relationship buildingStakeholder managementSuperannuation legislationTeam leadership

Perks & benefits

0 of 3 matched
FlexibilityOpportunities for growthSupportive work environment

Insignia Financial