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Administration Assistant/ Claims Handler

3 months ago


Knutsford, Cheshire East, United Kingdom 808 Group Full time

Job Overview: We are seeking a highly organised and detail-oriented individual to join our team as a Claims Handler for a market leading Claims Management Company.

In this role, you will play a critical role in assessing and managing claims related to poor financial management within the financial advice sector. This role involves investigating claims made by consumers who believe they have been subjected to unfair ongoing management by their financial adviser. You will be responsible for reviewing the client files, evaluating claims and raising letters of complaint, and facilitating fair resolutions for affected individuals.

Key Responsibilities:

  • Review documentation provided by financial advisers.
  • Conduct thorough investigations into the circumstances surrounding the ongoing management of the client and their ongoing service.
  • Gather evidence from multiple sources to support claim assessment, such as client statements and communication records.
  • Determine the validity of the claim and identify the specific areas of poor management.
  • Provide clear and concise communication to claimants regarding the status of their claims, requested documentation, and next steps in the process.
  • Work collaboratively with internal teams to determine appropriate resolutions for validated claims, which may include refunds, loan modifications, or other forms of compensation.