Investor Services Officer - Claims & Estates
Core
Administer death claims, insurance claims, permanent incapacity requests, and financial hardship requests for Netwealth members.
Role type
Claims and estates operations officer
Builds
Accurate claim resolutions and account updates for Netwealth members
Domain
Financial services / Superannuation / Insurance
Deliverable
client delivery
Required skills
Claims and estates administration, complex matter management, operations administration, attention to detail, policy application, problem-solving, communication
Preferred skills
Financial services experience, superannuation administration, risk-controlled environment experience
Responsibilities
Support administration of death and estate claims, process insurance claims and applications, handle permanent incapacity and financial hardship requests, update member accounts, investigate operational issues, apply internal controls
Seniority
Mid-level, hands-on IC