Bereavement and Accident Claims Assessor

At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. Imagine a financial adventure where everyone's a winner, fuelled by our exceptional service and brought to life by the fantastic individuals who work for us. We're a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.

What you'll be doing:

Our Customer Services team is the frontline of our business, delivering outstanding support and tailored solutions to our customers throughout their journey with us. You’ll make informed decisions, ensure compliance, and help us meet key service standards and SLAs — all while working collaboratively with a supportive team.

• Manage and assess death, ill health, and accident claims across a range of products, delivering a professional and compassionate service.
• Use active listening to understand customer needs and gather all necessary information for accurate claim assessment.
• Support colleagues daily by sharing knowledge, resolving queries, and maintaining quality and compliance standards.
• Build strong relationships with internal teams and external parties like solicitors, employers, and local authorities.
• Stay up to date with relevant legislation and regulations (e.g. FCA, HMRC, DWP) to ensure full compliance and minimise risk.

What we’re looking for:

• Solid understanding of Financial Services, Workplace Pensions, Master Trusts, and Automatic Enrolment regulations.
• Empathy and emotional intelligence to support customers through bereavement and terminal illness journeys.
• Strong organisational skills and the ability to manage your time effectively.
• Confident using office systems and tools to stay productive and connected.

What you can expect from us:

• Generous pension contributions with an employer contribution of up to 14%
• Real living wage
• Income protection, critical illness cover & death in service insurance
• Employee healthcare
• Parental and adoption leave
• Learning & development opportunities and study support
• Travel season ticket loans
• Subsidised restaurant in our Crawley office
• Volunteering days and charity payroll giving
• Onsite gym
• Social clubs and events

Disability Statement

People's Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People's Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.

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