Role Overview
At AIA, we are seeking a claims assessor to manage and assess death benefit claims in line with fund rules, legislation and trustee discretion. The role involves facilitating and evaluating claim assessments, reviewing submissions from potential beneficiaries, and ensuring fair and compliant distribution of benefits, while delivering high‐quality, timely support to members and their beneficiaries.
Key Responsibilities
- Manage and assess death benefit claims in accordance with policies, regulations and fund rules.
- Facilitate and evaluate claim assessments, reviewing submissions from beneficiaries and related documents.
- Prepare clear, empathetic communication regarding decision outcomes, including complex information and adverse decisions.
- Maintain accurate records, manage risk and ensure adherence to policies and compliance requirements.
- Prepare trustee recommendations with transparency and fairness.
- Engage stakeholders, including claimants, legal representatives and internal teams.
- Support audit, performance and industry standards and continuous improvement initiatives.
Qualifications
- Experience in superannuation, insurance or financial services, ideally in claims assessment.
- Knowledge of superannuation death benefit regulations and claim staking processes.
- Strong analytical and critical‐thinking skills to deliver fair and balanced decisions.
- Excellent attention to detail and confidence in managing complex documentation.
- Excellent communication and interpersonal skills with a compassionate and professional approach.
- Proficiency in workflow management platforms, claims systems and MS Office.
- RG146 compliance or other relevant financial services qualifications (highly regarded).
- Legal or paralegal experience, particularly in estate or trust law (advantageous).
- Previous experience working with trustees or within a trustee office environment (preferred).
Benefits
- Access to world‐class training and development.
- Internal mobility opportunities for career progression.
- Additional leave days each year.
- Health and wellbeing initiatives.
- Employee Share Purchase Plan.
- Run Club, Engagement Committees and Social Clubs.
Case Manager employer: AIA Hong Kong and Macau
At AIA, we are committed to fostering a culture of growth and support, making us an exceptional employer for our Key Account Associates in Sydney or Melbourne. With access to comprehensive training, flexible working arrangements, and a focus on health and wellbeing initiatives, we empower our employees to thrive both professionally and personally. Join us in making a meaningful impact on the lives of millions of Australians while enjoying career development opportunities within a purpose-driven organisation.
