Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

CFS Claims Insurance which sits within the Trustee Services and Insurance Operations business unit in Customer Operations. You will report to the Team Leader of Insurance Claims.

Our CFS Claims Insurance team is responsible for the submissions of insurance claims through to our insurer for assessment. In addition to this we are responsible for the end to end management of Unit Trust Deceased Estate settlements and assessment of early release of super under the provisions of Permanent Incapacity and Terminal Illness.

Your Responsibilities

• Working through death claims across Unit Trust products serviced by Colonial First State and processing new claims and issue the relevant claims kit to members and to the insurer
• Communicate every step of the claims process to customers, ensuring they feel informed, supported, and confident throughout.
• Foster strong, trust-based relationships with both customers and third-party stakeholders, creating a network of collaboration and understanding.
• Review, assess and follow up on documents, making sure that every decision aligns with legal standards and company values.
• Answer all queries expertise and compassion, ensuring swift processing of payments to finalise each claim with precision and care.

Your Capability and Experience

• You are an empathetic individual who is naturally able to support customers through their toughest moments, making them feel heard, valued, and prioritised every step of the way.
• You will also display strong stakeholder relationship building skills, able to keep all parties informed during the claims process.
• Ability to understand and solve complex problems.
• Attention to detail and quality assurance.
• Ability to prioritise and address multiple conflicting requirements.
• Relevant tertiary qualification or previous experience within the insurance industry or managing Death claims will be highly valued.

What to Expect

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event
• Exclusive discounts on retail, travel and entertainment
• Additional leave day to celebrate your birthday

CFS Culture

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential.

Apply today and join us in helping Australians to achieve their financial freedom.

Please note, CFS requires all candidates to have full work rights in Australia.

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.