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Claims Specialist

2 months ago


Cirencester, Gloucestershire, United Kingdom St. James's Place Full time
Job Description

**Role Summary**

We are seeking a highly skilled Claims Specialist to join our team at St. James's Place. As a Claims Specialist, you will play a critical role in investigating and resolving individual client complaints or product-related issues that may escalate into formal complaints if left unaddressed.

Key Responsibilities

  • Investigate and resolve client complaints or product-related issues in a fair, effective, and timely manner.
  • Review all relevant evidence, including documentation, witness statements, and client feedback, to ensure a thorough understanding of the issue.
  • Collaborate with internal stakeholders, including Business Assurance, Field, and Actuarial teams, to ensure a comprehensive understanding of the issue and to develop effective resolution strategies.
  • Develop and implement resolution plans that meet the needs of the client while balancing commercial considerations.
  • Communicate effectively with clients, stakeholders, and other teams to ensure that issues are resolved efficiently and effectively.
  • Identify and escalate sensitive issues to senior-level management to ensure timely and effective resolution.

Requirements

  • Strong experience in complaint handling or quality control within the financial services industry.
  • Excellent technical knowledge of financial products, including life, pensions, and investments, as well as trusts and tax.
  • CII Level 4 Diploma in Financial Planning or equivalent experience.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and stakeholders.
  • Ability to work independently and as part of a team, with a strong focus on delivering high-quality results.

What We Offer

  • Private medical insurance paid for by the company.
  • Meaningful protection benefits, including life cover, PHI, and critical illness.
  • Non-contributory pension scheme with a 10% company contribution.
  • Parental leave with 6 months' full pay.
  • 28 days' holiday entitlement plus bank holidays, with the option to buy additional holiday time.

Flexible Working

We recognize that everyone works best in different ways and at different times. We offer a hybrid working policy that allows for flexible working arrangements, including part-time work, job-sharing, remote working, and flexible hours. Our goal is to provide a work environment that supports the needs of our employees and allows them to thrive.