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Claims Specialist - Lump Sum

02/09/2025
16/09/2025
Permanent - Full Time
Auckland - Fidelity Life House
Insurance

About Us 

Fidelity Life is New Zealand’s largest locally owned and operated life insurer. We’re committed to delivering exceptional service to our customers and supporting our people to thrive. Our purpose is to protect New Zealanders’ way of life, and we do that by putting people first—whether they’re customers, advisers, or our own team. 

Job Description

Role Overview 

As a Claims Specialist – Lump Sum, you’ll be part of a collaborative Claims team responsible for the ongoing management and assessment of lump sum claims and information required to assess those claims, taking into account the risk exposure to Fidelity.  

You’ll do this by liaising with advisers, customers, health professionals, lawyers, reinsurers, other insurers and other internal/external teams and individuals to ensure prudent medical, legal, financial and internal assessments are conducted and continued throughout assessment of the claim.  

This is a permanent, full-time role, based in our Auckland CBD office with flexible working arrangements available. 

 

Key Responsibilities 

  • Investigate, review and assess claims in a timely manner. Apply technical knowledge and people skills to affect fair and prompt claim closures  

  • Critically evaluate all relevant information, identifying issues, developing solutions and managing the decision process prior to processing and payment of claims  

  • Provide excellent standard of customer service and response to customer queries  

  • Record and oversee the timely and appropriate resolution of any complaints or expressions of dissatisfaction  

  • Contribute towards appropriate changes and enhancements to Fidelity Life’s products and policy wordings and conditions  

  • Articulate and present complex cases simply and professionally in claims forums and committees  

Desired Skills and Experience

What We’re Looking For 

Essential: 

  • Life Insurance assessment experience or Lump Sum Claim assessment experience 

  • Insurance industry experience 

  • Experience liaising with third party providers and key stakeholders 

  • Good communication skills and an ability to build relationships with customers and staff 

  • Certificate of Medical Terminology or equivalent qualification 

  • Strong Excel, Word, and Outlook skills 

Desirable: 

  • Experience dealing with medical providers and medical specialists 

 

 

Why Join Us? 

At Fidelity Life, we believe in empowering our people through development opportunities, a supportive team culture, and meaningful work that makes a difference. If you’re passionate about delivering great service and want to grow your career in a purpose-driven organisation, we’d love to hear from you. 

Apply Now 

Please apply with your CV and a cover letter telling us why you’d be a great fit for this role. We look forward to connecting with you. 

Fidelity Life is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. 

Recruitment agencies: Please be aware that we have established partnerships with a small number of preferred suppliers and will not engage with unsolicited communication from agencies outside of this pool. 

 

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