Insurance Solutions Specialist

• Be the trusted voice in life’s most critical moments
• deliver care, clarity, and confidence when it matters most
• 2 x Permanent Full Time Opportunities, Location: Hobart, TAS

The opportunity to join our team

We are seeking a dedicated and empathetic Insurance Solutions Specialist to join our Pension and Investment Claims team. In this role, you’ll support members and beneficiaries during some of life’s most critical moments—providing accurate, efficient, and compassionate claims management services that enhance our clients' superannuation and investment experience.

As an Insurance Solutions Specialist, you'll deliver end-to-end claims coordination, engaging with internal teams and external stakeholders to ensure timely, transparent, and member-focused outcomes. Your work will involve supporting vulnerable clients and enhancing the overall member journey through trusted and empathetic service.

Key Responsibilities:

• Manage the end-to-end claims process, including claims pack preparation, requirement follow-up, and referral to the Trustee Benefit Review Team.
• Provide clear, professional, and empathetic communication to members, beneficiaries and representatives.
• Deliver tailored support for vulnerable members with empathy and care.
• Collaborate closely with colleagues and support team members across all aspects of claims administration.
• Contribute to continuous improvement initiatives by identifying process efficiencies and sharing insights.
• Maintain subject matter expertise in claims, insurance, and superannuation products, with a commitment to ongoing learning.
• Participate in a rotating roster to monitor the insurance phone line during early (from 8:00 AM) and late shifts (until 6:00 PM).

What you will bring:

• Proven experience in superannuation, with strong understanding of related legislation.
• Understanding of superannuation withdrawals, account types, nominations, and advice levels.
• Familiarity with compliance and reporting requirements (e.g. ATO, fraud prevention, trust deeds).
• Excellent interpersonal and written communication skills.
• A keen eye for detail and a continuous improvement mindset.
• Ability to handle sensitive situations with empathy and professionalism.

Make your move. Make your mark. 

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

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.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.