The Claims Consultant is responsible for the proactive management of a portfolio of life insurance claims in accordance with TAL’s claims philosophy, claims handling procedures, policy terms & conditions and in accordance with the Life Insurance Code of Practice and other legislative and regulatory requirements.  

This may include but is not limited to;

• Adhering to external regulations (eg. Privacy and Life Insurance Code of Practice) and all relevant legislation and industry guidelines.
• Ensuring all interactions with Customers, Advisers and other internal and external stakeholders adhere to TAL’s Customer Service Culture through the provision of high-quality, accurate and compliant work.
• Contributing to department and company projects as required.
• Gathering and interpreting relevant information to form an appropriate claims strategy.
• Effective determination of correct benefit entitlement ensuring that legitimate claims are paid in a timely manner in accordance with policy terms and conditions.
• Working collaboratively with Technical Specialists, Recovery & Support Specialists, Health Services and other internal stakeholders.
• Arranging and participating in case conferences and peer case discussions, including preparation of documentation, record keeping and completion of agreed actions.
• Providing exceptional customer service, including proactively managing communication with customers and clients relating to the management of the claim and initiating support options, where appropriate.
• Customer and partner stakeholder management (e.g. advisers, trustees, fund administrators) whilst monitoring service delivery and quality.

• Financial Services - Award-Winning Superannuation Fund Provider 
• Key Role within the Advice Technology Team
• Work with purpose, in a highly collegiate team
• 9 Month Fixed Term Contract 
• Hybrid working - blend of Sydney CBD Office and Home 

About Us

Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $75 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome.

Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do.

About the Job

This is a key role within the Advice Technology team. The Advice Technology Consultant will provide support services to the Advice and Retirement teams in the areas of Advice IT support, Testing, Documentation, Training and Risk and Compliance. This includes ensuring new starters are set up efficiently, training is provided and there are clear user guides and procedure manuals made available to the team. You will also ensure reporting from these systems is completed in accordance with required schedules to relevant stakeholders. You will work closely with the Digital Advice team to ensure any new training or system updates are understood and resources updated accordingly.

Key Accountabilities and Responsibilities

Responsible for providing technical expertise and support for all advice systems, including:

• Advice IT support for all Advice systems (currently this is Midwinter AdviceOS, Rest Custom Digital Advice solution, Gallagher and Aaspire). This includes:
  • Troubleshooting and escalations of IT issues
  • New starter set up requests to Advice IT Support and new starter training
  • Maintenance of user guides and training materials
  • Ensuring no interruption to access where this is within your control
  • Training and upskilling of advice team to produce advice documentation in Midwinter efficiently and in a compliant manner as required
  • Investigation and analysis of issues relating to the advice technology solution and communications across stakeholders to ensure clarity on outcomes as required
  • Managing all Phone and Digital Statement of Advice templates with oversight of the Senior Advice Technology Consultants
  • Documenting functional requirements and technical specifications (where relevant) for advice solutions including templates used by advice team
  • Testing advice technology updates to ensure alignment with Rest advice processes and procedures as required
  • Work with the relevant stakeholders to review broader Rest technology solutions as presented by projects and any impacts they might have on advice systems; make recommendations as needed to ensure advice systems align with Rest’s overall technology framework, policies, processes and principles
  • Generate reporting on agreed metrics with vendors
  • Support regular internal prioritisation meetings, and operational and vendor management meetings with Midwinter
• Providing Quality Assurance/Risk and Compliance support to the Advice Services team by:
  • Completing set control plans according to schedules and escalating when issues arise
  • Providing reporting according to set schedules and adhoc when required
  • Assisting with remediation activities for incidents when required
  • Assisting with SoA checking when required
  • Assisting with maintenance of Advice process guides when required
• Supporting the Advice and Retirement teams by identifying and recommending improvements in processes to provide quality services in an efficient and cost effective manner.
• Any other task requested from you within the remit of the Digital Advice and Advice Services teams.

Eligibility:

This position is open only to Australian residents or those with a valid work visa. Applicants who do not meet this criterion will not be considered.

Key Responsibilities:

Sales and Pre-Sales:

• Collaborate with clients and Kodez Account Managers to translate business visions into actionable, iterative outcomes.
• Present technical and business concepts to both technical and non-technical stakeholders effectively.
• Prepare estimates, scope documentation, and author Statements of Work (SoWs) with input from the consulting team.
• Drive client workshops to define and align project outcomes with business goals.
• Handle ambiguity in client requirements, adapt to changes, and influence stakeholders to achieve mutually favorable outcomes.
• Recommend custom vs. off-the-shelf solutions based on project goals and budgetary concerns.

Project Management and Oversight:

• Own and oversee project delivery from proposal through production.
• Lead development squads or individual engineers using iterative methodologies.
• Act as an escalation point for project risks and issues, ensuring effective resolutions.
• Manage project scope, timeframes, and budgets while maintaining a regular cadence of reporting.
• Participate in Agile ceremonies such as sprint planning and retrospectives.
• Provide oversight across multiple projects, domains, and clients simultaneously.

Technical Leadership:

• Architect and implement solutions using Azure DevOps, Kubernetes, and other modern cloud platforms.
• Develop infrastructure as code with tools such as Terraform, Pulumi, ARM templates, or Bicep.
• Guide teams on CI/CD best practices and ensure adherence to security and scalability standards.
• Make informed technical decisions that align with client goals, operational costs, and disaster recovery.
• Serve as a validation point for key architectural decisions and feature prioritization.
• Stay abreast of new technologies and frameworks, actively upskilling to maintain expertise.

Leadership and Mentoring:

• Act as a senior leader and brand ambassador for Kodez, driving inclusivity and mental health commitments.
• Mentor and support junior team members, helping them navigate technical and client-related challenges.
• Provide input on team succession planning, performance reviews, and professional development initiatives.
• Participate in recruitment activities, including technical interviews and consultant selection.

Key Technical Skills:

• Proficiency in .NET Core development.
• Expertise in Azure, Azure DevOps, and GitHub.
• Advanced knowledge of Kubernetes and container orchestration.
• Strong background in identity management and OAuth solutions.
• Proven experience in cloud cost management and optimization.
• Hands-on experience with infrastructure as code using Terraform, Pulumi, ARM, or Bicep.
• Familiarity with DevSecOps practices and frameworks.

Soft Skills:

• Exceptional communication and stakeholder management skills.
• Ability to navigate complex client relationships and mediate competing priorities.
• A collaborative mindset with the ability to lead, mentor, and inspire teams.

What We Offer:

• Competitive salary and benefits package.
• Opportunities for professional growth and leadership within Kodez.
• Flexible work arrangements with a focus on work-life balance.
• A supportive, inclusive, and innovative work culture