Claims Resolution Specialist
1 month ago
At St. James's Place, we're seeking a skilled Claims Adviser to join our team. As a Claims Adviser, you will play a critical role in investigating and resolving individual client advice or product-related issues that may become complaints if left unaddressed.
Key Responsibilities:- Work closely with Business Assurance, Field, Actuarial, and other colleagues to investigate and resolve client complaints in a timely and effective manner.
- Review all evidence, including documentation, recollections of those involved, and what would be deemed reasonable, to ensure fair and equitable outcomes.
- Proactively identify and escalate sensitive issues to ensure senior-level awareness at an early stage.
- Review what has gone wrong, identify what needs to be done to correct the situation, and make the correction with minimal disturbance to the client.
- Balance commercial considerations with the need to protect the client relationship.
- Strong experience in complaint handling or quality control within the financial services industry.
- Good technical understanding of products, including life, pensions, and investments, as well as Trusts and all types of Tax.
- CII Level 4 Diploma in Financial Planning (or equivalent experience).
- Excellent communication skills, both verbal and written, with the ability to make decisions and clearly document reasoning and action required.
- Ability to remain calm under pressure, demonstrating effective time management and the ability to react to changes as they arise.
- Private Medical paid for by Company.
- Meaningful protection benefits with real value, such as 10X life cover, PHI, and critical illness.
- Non-Contributory Pension – 10% (increasing with length of service up to 15%) with further pension matching.
- Parental leave – 6 months full pay.
- 28 days holiday entitlement plus bank holidays (based on full-time equivalent) with the option to buy up to an additional 5 days holiday.
We're committed to creating a flexible working environment that suits our people's lifestyles. If you're interested in learning more about our hybrid working policy, please don't hesitate to ask.
We're an equal opportunities employer and want to ensure our recruitment process is accessible and inclusive for all. If you require reasonable adjustments at any stage, please let us know by emailing us.
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