Trustee Specialist - Sydney, Australia - IOOF Holdings

IOOF Holdings

Verified Company

Sydney, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Date:20 Jun 2023
Location:
Sydney, NSW, AU, 2000

Melbourne, VIC, AU, 3000
Employment Type:Permanent Full Time
About the opportunity

Sitting in a team of 11 and part of a broader team of 22, as a Trustee Specialist, you'll deal with death, terminal illness and total and permanent disability claims made by our members.

You'll be taking and making some tough calls from members, their relatives and lawyers and having to review and assess some challenging circumstances, but we'll be sure to give you all the right training to make sure you are set up for success.

We'll also teach you family law down the track, but it's on the job learning and there's training guides to follow.

This team has strict service level agreement standards that need to be adhered to, the work is allocated to you daily and you'll need to manage your workload proactively.

It's important in this role that you take extra care when having conversations with members and their representatives, people are grieving and going through a very tough part of life, so when you convey what you need to, delicacy is the key and you need to ensure that you tell them the right information, the first time, every time.

We are looking for someone with insurance and/or super knowledge, someone with a hunger to learn and who wants to develop their career.

Ideally you have some claims assessment experience but it's not the be all and end all as we'll train you on the process on the job.

You'll need to have strong attention to detail, solid problem solving and exceptional communication skills, as we must ensure that only the right information is sent out to members and their representatives - so concise and accurate note taking skills will help keep you on top of your game.

Not afraid of challenging the status quo, you see problems as opportunities and love to find solutions to overcoming obstacles and sharing your insights with the team.

While you are driven, you're not one to sit there and not ask questions if you're not sure, and in the same vein, you're always prepared to share your expertise with those you work with.

If you have leadership aspirations, this is the perfect role for you as the team leaders are looking for someone who they can mentor, develop and grow within this space.

With your can-do attitude, willingness to learn and positive attitude, you're excited about this opportunity, and we'd love to hear from you.

Benefits

Kudos employee benefits and reward scheme
Twelve week paid parental leave and childcare bonus
Recruitment referral bonus
Workplace giving donate to charity using pretax dollars
Professional memberships
Salary packaging and novated leasing
Access to discounted financial advice, mortgage brokers, will and estate planning and more
Private health insurance providers
Insignia Financial Day an additional leave day

Life at Insignia Financial

We're one of Australia's leading financial wellbeing organisations and we're transforming the way every day Australians interact with financial advice and their super.

We're available to all and we look after every client like they're our only client.

This is clearly reflected in our Purpose:
Understand me. Look after me. Secure my future.

Diversity and ensuring our people feel they belong is important to us, we take pride in putting our people, as well as our clients, first and value and celebrate diversity within our teams.

We encourage our people to have an impact on the broader community we serve through volunteering leave.

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.