Total 63 job vacancies by TAL

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.

As a Business Analyst within the Claims environment, you will provide strategic business analysis services that are critical to our success. Your primary focus will be to collaborate closely with stakeholders, gaining a deep understanding of our processes, services, and the broader context in which the Claims business operates. In this role, you will be instrumental in driving regulatory and strategic business initiatives within Claims.

Key Responsibilities:

• Business Analysis Excellence: Conduct detailed analyses to identify challenges, opportunities, and solutions that enhance our business.
• Project Leadership: Lead small to medium-sized projects, and support the Process Improvement and Automation Manager on more complex initiatives related to the Claims Strategic Roadmap.
• Stakeholder Engagement: Utilize your strong stakeholder management skills to deliver comprehensive business analysis services that drive value across the Claims Business Unit.

This role is part of the Claims Effectiveness team and works closely with multiple business units and IT teams to ensure the successful delivery of project benefits.

The Manager, Claims Operational Risk will lead delivery of day-to-day operational risk management across claims. 

The role is responsible for executing the Line 1 risk management framework, including but not limited to, RCSA actions & controls, control assurance & testing, identification and tracking of Incidents, Risk Committee oversight and reporting, along with relevant risk-based reporting & analytics. 

This role will also be involved in supporting the business to satisfy their responsibilities in complying with TAL risk frameworks and processes.  In addition, this role will contribute to the analysis and implementation of various identified risk & compliance initiatives.

This role is pivotal in leading a team of Claims Consultants, Claims Service Consultants, and Officers to deliver an outstanding claims experience, in line with TAL's claims philosophy, procedures, and risk management framework.

You will focus on delivering a market-leading customer experience while effectively managing risk and ensuring regulatory compliance. This will be achieved through strong operational discipline, portfolio management, stakeholder engagement, and building capability within the team. Additionally, you will handle escalated issues and customer complaints, ensuring outcomes that align with TAL's claims philosophy.

Key Responsibilities:

• Champion Process Improvement: Drive localized process enhancements and lead effective change management initiatives to embed improvements within the team, ensuring best practices in claims handling.
• Contribute to Strategic Projects: Support departmental and company-wide projects as required, ensuring alignment with TAL’s goals.
• Stay Informed: Keep up-to-date with life insurance guidelines, processes, and policy changes, ensuring our claims handling and service approach reflects industry best practices and TAL’s standards.
• Ad-hoc Duties: Perform other tasks as required to support the team and the business.

The Manager, Customer Solutions will lead a dedicated team in delivering critical customer remediation activities. This includes conducting root cause analysis and developing rectification strategies while collaborating closely with key stakeholders to drive the implementation of remediation initiatives. These initiatives, which include identified remediation and operational resilience projects, will be executed in alignment with TAL’s commitment to outstanding customer outcomes and our Customer philosophies within the risk management framework.

In this role, you'll also support the business in meeting its responsibilities under TAL's risk frameworks and processes. Additionally, you’ll play a pivotal role in analysing and implementing various identified risk and compliance initiatives, ensuring we continue to uphold the highest standards across the organisation.

Start Date: Monday - 07 October 2024

The role of a Claims Consultant is a challenging and rewarding role within the Life Insurance Industry. It requires you to assess and adjudicate on claims made by individuals under their policies who are at their most vulnerable (sick or injured) efficiently, fairly, and honestly. As a part of the role, you will at times interact with a variety of customers, doctors, accountants, lawyers, rehabilitation experts with a goal to make decisions.

It is different every day. We recognise that when our customers come to us with a claim, they’re setting out in a direction they didn’t expect. As the experts, our Claims team offers guidance and support and help them navigate something they’ve probably never experienced before. We make sure we’re providing clarity and certainty every step of the way.

Elevate your career with TAL! We're seeking a visionary leader to steer the strategy and implementation of our claims proposition for Aware Super. In this role, you'll drive continuous improvement, lead a team of claims experts, and ensure our services exceed expectations. You’ll play a pivotal role in delivering excellence, fostering growth, and strengthening our partnerships.

Beyond strategy and operations, you’ll be a people-focused leader, inspiring your team and promoting a culture of engagement and collaboration. By nurturing talent and empowering your team, you'll ensure they thrive and deliver exceptional results.

Your focus will be on optimising systems and operations while upholding TAL’s reputation for outstanding service. Success means not only meeting but exceeding the expectations of Aware Super and our valued customers.

Key Objectives:

• Deliver service excellence that drives retention and growth.
• Ensure all commitments are fulfilled with high satisfaction.
• Provide strategic advice and oversight to ensure top-tier performance.
• Cultivate a positive, engaged team that is motivated to achieve and exceed goals.

If you’re ready to make a significant impact and lead with excellence, this role is for you!

Start Date: Monday - 07 October 2024

The role of a Claims Consultant is a challenging and rewarding role within the Life Insurance Industry. It requires you to assess and adjudicate on claims made by individuals under their policies who are at their most vulnerable (sick or injured) efficiently, fairly, and honestly. As a part of the role, you will at times interact with a variety of customers, doctors, accountants, lawyers, rehabilitation experts with a goal to make decisions.

It is different every day. We recognise that when our customers come to us with a claim, they’re setting out in a direction they didn’t expect. As the experts, our Claims team offers guidance and support and help them navigate something they’ve probably never experienced before. We make sure we’re providing clarity and certainty every step of the way.

Reporting to the Talent Acquisition Partner, you will play a key support role function, working closely with the Talent Acquisition Partner in your business areas to gain a deep understanding of client needs and assist in providing strategic recruitment guidance. You’ll also be responsible for managing   multiple business areas, helping to ensure a seamless Talent Acquisition process.

We’re looking for someone with a positive attitude, who is eager to learn and grow, with a desire to develop their career in Talent Acquisition and Recruitment Marketing.

This role is accountable for handling the process aspects of claims assessing required by Claims Consultants to assess claims. The Claims Assistant will also assess low complexity claims as well as assessing and initiating appropriate support options tailored to the customer’s needs where appropriate.

This role is integral to meeting the quality and service standards which ensure the functions are meeting TAL’s Customer and Claims requirements.

• Ensure compliance with TAL policies, procedures and guidelines procedures, ensuring claims management is in accordance with the TAL claims philosophy
• Adhere to external regulations (e.g., Privacy and Life Insurance Code of Practice) and all relevant legislation and industry guidelines
• Ensure 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
• Liaise closely across the TAL Claims and other relevant internal departments to provide support in project work (including system and user acceptance testing and procedural reviews)
• Contribute towards a culture of process improvement
• Contribute to department and company projects as required 
• Other ad-hoc duties as required.

Undertake customer service and administration in support of the Claims function, including but not limited to:

• Preparing initial claims for assessment
• Labelling Documents in claims systems
• Monitoring team workflows and taking actions to ensure workflow prioritisation and portfolio management
• Co-ordinating referrals including Medebridge, CDAP, Health Team, Reinsurance
• Scheduling and co-ordinating appointments
• Data entry
• Oversight of claims closures
• Placing LTC checklists into claims
• Oversight of invoicing
• Summarising information from customers e.g., medical reports, clinical notes, rehab updates and progress claim forms
• Answering simple queries from customers e.g., Request for Payment Summaries or payment due dates
• Logging Complaints and Incidents on behalf of consultants
• Holiday/ leave and coverage
• Management of Low Complexity Claims portfolio
• New consultant process coaching
• Draft simple letters to customers – e.g., 5.5 /Payment letters Minimum 1-2 years in a customer service-based role
• Excellent problem-solving skills
• Ability to build rapport over the phone and demonstrate empathy with customers during difficult times
• Outstanding relationship management and negotiation skills
• Meticulous attention to detail
• Understanding of medical terminology (desirable)

The Lead Technical Specialist is responsible for leading the Technical Specialists team in providing technical advice, guidance and support to the Claims team on technical assessment and case management matters, to assist in reaching desired claims durations and outcomes in line with the terms and conditions of the policy. A key focus of the role is to optimise assessment quality within the Income Protection, Life, Trauma and TPD portfolios and support Claims Consultants to build their capability in line with the TAL claims capability and delegated authority frameworks. This includes development of processes, tools, guidelines or other resource to support assessment of the claims.

Join TAL’s Group Life and Retirement business unit as a Bid and Implementation Manager. Reporting to the New Partnerships Lead, you will be responsible for driving forward Group Life and Retirement projects, specifically related to the establishment, planning, coordination, and successful delivery of group insurance tenders, large rerates, and implementations.

This is a permanent role, working flexibly from the Sydney office.

In this role you will: 

• Work closely with the New Partnerships Lead to assess and break down the requirements and deliverables to maximise our chances of tender success
• Co-ordinate all aspects of the bid governance requirements
• Assist in the preparation of management papers to be executed and signed off by the Executive Team/Board
• Conduct internal and external bid reviews to obtain market insights and improve internal processes
• Engage with Bid Team and Senior Executives to coordinate and deliver a high quality tender response
• Monitor progress and escalate as required, working to timeline mandates in the tender process
• Develop and implement operational initiatives to bring continuous improvement to the process and the quality of our tender productions
• Work closely with the Key Account Team to assess and break down the implementation requirements for new clients or the delivery of the new product/process initiatives to existing clients
• Co-ordinate the initiation implementation workshop, ongoing engagement routines, and governance requirements
• Own and update the implementation checklist and progress
• Own and update the library of pre-existing implementation material
• Adhere to APRA compliance reporting

The Customer Solutions Analyst, Claims role will support the analysis and end to end delivery of remediations impacting TAL customers as well as internal stakeholders.

The role is responsible for analysing customer impact due to a remediation and supporting the broader team in the development and delivery of customer remediation activities, including root cause analysis and rectification strategy.

The role will work closely with key stakeholders across the TAL business to support the implementation of remediation initiatives within the Customer Solutions, Claims function. Particular focus is given to ensuring effective customer outcomes in line with TAL’s Customer philosophies within the risk management framework.

The Customer Solutions Analyst, Claims role is responsible for facilitating working groups and workshops to obtain stakeholder engagement and ensure appropriate business oversight and accountability, as well as driving remediation outcomes through the working group discussions.

In addition, this role will contribute to the analysis and implementation of various identified remediation and operational resilience strategic initiatives.

Identification and implementation of remediation activities during phases of the remediation lifecycle as follows:

• Conducting root cause analysis of identified risks in consultation with the business
• Working with stakeholders during remediation analysis to ensure development of a sound remediation approach and agreement on scope
• Supporting the formulation of strategies and implementation plans for key corrective actions and preventative controls, including obtaining relevant approvals
• Clearly documenting remediation details, decisions, and outcomes in the appropriate document format
• Ensuring high quality of data and record keeping which will support ad hoc remediation reporting as required
• Working closely with DnA or SMEs to request/refine data extracts for remediation scope analysis
• Conducting data-based analysis to determine remediation volumes and financial impact to customers/business
• Liaising with the business to understand as-is processes both to enable policy level review and provide recommendations of to-be processes where required
• Supporting the frontline business by developing FAQ’s, Fact Sheets, and other supporting training documentation
• Supporting Claims Training and Development Teams with roll-out of new processes that have been recommended due to a remediation
• Liaising directly with the operations team to ensure that all customer impacting items are remediated within agreed timeframes, including contact with the customers
• Supporting the Claims Risk & Governance to develop appropriate communication strategies and assist in drafting of communications as well as testing where required
• Executing remediation plans including system processes and liaising directly with customers via telephone contact or written communication as required to obtain information or provide update.
• Thinking outside the box to understand and develop new approaches for complex scenarios where BAU processes may not support, including consideration of downstream impacts
• Working with the Claims, Line 1 Risk team on incident management and adequate visibility of all items identified requiring remediation
• Ensuring quality checks are completed where required such as customer communications.
• Ensuring adherence to the TAL remediation policies
• Supporting the delivery of small to medium scale projects or well-defined tasks on major projects to improve operational resilience, including process improvement initiatives

The role of Executive Assistant is to provide all administrative support to the General Manager, Retail Claims.

Responsibilities are as follows:

• Manage phone calls and incoming emails/correspondence, redirecting questions and issues where appropriate and/or drafting acknowledgement or responses to email and letters.
• Manage diary, including scheduling meetings, prioritising conflicting needs and ensuring time is appropriately available for critical meetings and issues.
• Work closely with the General Managers, to keep them well informed of upcoming commitments, following up as appropriate.
• Ensure the General Managers have relevant and appropriate documentation in advance of meetings and events.
• Review and edit reports, presentations etc. as required.
• Develop content for communications either internally or externally.
• Ensure requests/action items for the General Managers are proactively followed up and resolved in a timely manner.
• Plan and organise team meetings, events and communications.
• Arrange domestic and international travel plans and itineraries.
• Manage ad hoc requests and/or projects from the General Managers as required.
• Reporting and expense management.
• Communicate directly, and on behalf of the General Managers, with the Executive Team and their respective EAs on a range of matters.
• Pro-actively establish and maintain strong working relationships with the Executive Team and Executive Assistants.
• Functional responsibilities for the Executive & Personal Assistants within TAL.

• Execute against the Data and Analytics roadmap for your relevant business unit - including optimisation of the existing capability as well the introduction of new capabilities where applicable.
• Accurate and timely delivery of existing reporting requirements;
• Identification of and implementation of continuous improvement initiatives;
• Work closely with end users to understand business needs and requirements to ensure that a reporting solution can be developed to address business requirements.
• Accountable to daily reporting SLA's ensuring that reports are delivered to stakeholders within agreed delivery time frames.
• When required, facilitate workshops to capture business requirements pertaining to information needs to support business decision making.
• Manage the activities to ensure engagement and delivery to stakeholders.
• Work closely with TAL Continuous delivery team to ensure reporting solutions are built in line with CD team.
• Assist in articulating BI solutions requirements and being the conduit between IT and business users.
• Develop the BI reporting solutions by using enterprise BI technology. Develop PBI models to ensure information in the reports meet the business requirements.
• Provide solution designs or proof of concepts (POC) using appropriate tools in sync with the solution architects.
• Capture and document functional specifications, business requirement analysis, flowcharts, and process maps as and when needed.  
• Develop strong working relationships with the internal customer base, support the internal customer with the demands on regulatory submissions

Paying claims is the most important thing we do. At TAL our Claims Teams are committed to providing an outstanding claims experience for our customers. TAL’s Claims teams are structured to support the customers of our three key business channels being Retail, Group and Direct. 

Working in the Retail Claims Lumpsum team, this role is accountable for the provision of personal and empathic service to clients and the proficient assessment of life claims in accordance with TAL’s claims philosophy, claims procedures, policy wording, and within stated authority limits.

In this role you will,  

• Independently manage a portfolio of claims end-to-end
• Active engagement of key stakeholders to deliver timely outcomes for customers
• Assess, analyse, calculate and finalize claims payments in a timely and accurate manner
• Provide exceptional customer service including management of claims, communication and inquiries
• Liaise with internal and external stakeholders, to ensure the timely and quality management of claims
• Participation in case conferences, peer case discussions, instructing third party service providers

Service Consultant, Operations

• Join Australia’s No.1 Life Insurer
• Self-starters who enjoy a dynamic workplace
• Proven career opportunities and excellent employee benefits

About the opportunity

The Service Consultant function is primarily concerned with the response to and administrative processing of enquiries; Integral to this is quality and service standards which ensure the functions are meeting TAL’s Customer requirements.

A diverse role responsible for administering our products across a number of platforms while providing outstanding customer service. It’s a pivotal role in transforming the experience from a transactional one to a relationship based holistic experience.  

This role is also the perfect launching pad to build a long term career with us!

Responsibilities include:

• Operating as the primary point of contact, responding to all enquiries, aiming to achieve first point resolution
• Completing administrative tasks within service standards and monitoring service delivery and quality
• Respond to escalations and complaints, taking responsibility to gain quick resolutions
• Understand our responsibilities per Privacy law and Compliance guidelines, and execute activities within these
• Identify trends and provide feedback to the Team Manager to prevent reoccurrence
• Engage in a supportive team environment whilst actively sharing skills and knowledge
• Assist other Service teams in other areas (including call centre) to help achieve departmental goals during peak periods

Employee value

At TAL, we look for people who represent our diverse Australian community; people who embrace our spirit and inspire confidence in their colleagues, customers and community.

We offer a workplace that’s inclusive and flexible, supporting our people with options that let them make the most of their careers.

It’s a values driven environment, with excellent employee benefits plus learning and development opportunities designed to support our people.

Benefits include:

• A generous company paid life insurance and super plan
• Recognition and reward programs that acknowledge great work
• Coaching, mentoring and training programs
• Flexible work and leave options to support study, family and lifestyle

Our ambition is for customers to understand and value their cover and be confident that we’ll be there when they need us most. As an Innovation and Propositions Manager, you will be focused on bringing this ambition to life for members in our Group life insurance channel.

You will be responsible for ideating, supporting, and executing our propositions strategy and roadmap. This means developing and deploying a range of initiatives/programs to support our members and superfund partners.

This role is a 9-month contract, working flexibly from our Sydney office.

In this role you will: 

• Use Google Sprint, Human-Centered Design, LEAN project methodologies, and your own strategic problem-solving skills to lead the development of prioritised solutions into propositions and prototypes.
• Be involved with creating an idea, to design, evaluation, customer journey mapping, problem statements, through to build, execution, and implementation (take to market).
• Monitor and manage member response through data and proposition evolvement.
• Apply the right research frameworks to incorporate customer/partner feedback to continuously refine TA’Ls Health proposition, Member Engagement proposition, and Employer propositions according to customer needs.
• Monitor and analyse market developments to help manage the portfolio of propositions and pipeline of new opportunities.
• Lead concept testing and user testing to validate and iterate propositions and prototypes – along with developing a business case, submitting for technology prioritisation/estimation and funding.
• In co-ordination with relevant teams across TAL, develop and pilot innovations that involve specific engagement initiatives/programs, together with our superfund partners following TALs innovation playbook.
• Work together with our Group Partnerships Team in engagement with superannuation funds to secure buy-in in delivering proposition(s) and innovations within agreed timelines.
• Present new concepts, frameworks, approaches, and propositions to internal and external stakeholders on an ongoing basis.
• Facilitate workshops with key stakeholders, including senior stakeholders.

This role is responsible for TAL’s risk philosophy and profitability through sound underwriting standards and practices by:

• Assist with adviser enquiries, escalations, and complaints to satisfactory conclusion.
• Assess new applications and reviews files within agreed timeframe.
• Achieve required underwriting volume target.
• Complete telephone underwriting cases.
• Communicates openly to engage customers, peers, members, funds and partners using a variety of communication strategies (face-to-face, written, telephone and presentations)
• Enthusiastically collaborates with other teams and colleagues.
• Contributes to a proactive, consistent customer experience across the underwriting team, identifying customer issues and opportunities to resolve them.
• Demonstrates a strong business acumen, with a sound knowledge of current policies and procedures and how to apply them
• Thinks innovatively and challenges the status quo, helping to embed changes that add value to customers and partners
• Explores alternative solutions to improve effectiveness and productivity within the team
• Makes informed and timely decisions when appropriate, weighing up risks and outcomes using sound risk awareness and management practices.

The Senior Claims Consultant is responsible for the proactive management of a portfolio of complex 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.

Accountabilities include:

• Provide support to the team, providing guidance on the claims management process, procedures, contract requirements, role modelling effective case management. Provide claims strategy sign off within delegation limits.
• Manage a portfolio of complex life insurance claims in a proactive, cost-effective manner.
• Ensure accurate claim assessment in line with policy terms and conditions.
• 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.
• Work collaboratively with Technical Specialists, Recovery & Support Specialists, Health Services and other stakeholders.
• Provide support to the team, through guidance on the claims management process, procedures, contract requirements.
• Role modelling effective case management and best practice portfolio management.
• On an as needs basis support the Team Manager with the development of less experienced Claims Consultants.

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And, you value working together to find the best solutions for problems. 

The role is responsible for leading a team that delivers end-to-end remediations as a result of risk related incidents along with supporting
projects across the business as a result of remediation incidents.

You will work closely with key stakeholders to ensure remediation
incidents are progressing with appropriate input and oversight. You will ensure that remediations are managed in a timely manner aligning
with TAL’s Customer philosophies within the risk management framework and Enterprise Remediation Guiding Principles.

In this role you will: 

• Ensuring delivery of remediation incidents in line with TAL’s Enterprise Remediation Guiding principles and risk framework.
• Defining roadmap of Remediation activities in consultation with impacted teams and stakeholders which requires effective prioritisation, resourcing requirements and understanding of customer impact.
• Building strong relationships with leaders across the business to ensure that support can be provided when required.
• Developing and leading Remediation direct reports.
• Ensuring root cause analysis of incidents is completed effectively and appropriate strategic and tactical solutions are implemented with key stakeholders.
• Working with Line 1 Risk team to ensure adequate visibility of all items identified requiring remediation and due dates for any assigned actions met.

Join TAL as a Marketing Manager where you be part of our Group Life and Retirement business unit. Reporting to the Senior Manager, Marketing & Communications, you will be responsible for developing and delivering marketing materials to support TAL's core offering and key campaigns and propositions for TAL’s super fund partners. You will focus on the development and execution of our marketing strategy, supporting education and advocacy for key stakeholder groups across TAL’s Group Life and Retirement business.

This is a permanent role, working flexibly from our Sydney office.

In this role you will: 

• Lead the development and execution of marketing materials for group life insurance and retirement to support our engagement with TAL’s super fund partners and their members.
• Engage with key stakeholders across the business to understand challenges and consider how the marketing, communications and events team might support the development and delivery of a solution.
• Develop and maintain the marketing data and proof points library, including engaging with the business for regular audits and updating the library of content and materials with key messaging and proof points.
• Complete reporting and analysis of the effectiveness of marketing campaigns and deliverables.
• Support the delivery of a content pipeline for increasing understanding and awareness of Group Life and Retirement propositions across stakeholder groups, through owned channels.
• Manage research project plans to support the development of marketing communications deliverables including positioning papers, thought leadership and other relevant communication and campaign plan activation.
• Drive internal engagement with the Group Life and Retirement Partnerships Team through education on the role of marketing and communications, and developing scalable solutions for fund partners, building in appropriate risk and governance measures to all processes.
• Drive TAL’s Regulatory content pipeline for key stakeholder groups.
• Develop tools and reporting materials to enhance data and insight sharing for fund partners.
• Confirm launch dates, communications strategies, plans and forecasts with key stakeholders ensuring delivery on time and on budget.
• Deliver a regular reporting framework, preparing dashboards for circulation through the wider team and to partners.

As an Actuarial Analyst for our Model Assurance team, you will be working with a dedicated and close-knit team to deliver key model review initiatives.

In this role you will have the unique opportunity to make a change and become a champion for better data and modelling practices within TAL.  Working from a first-principles approach, you will be able to challenge existing methodologies and models (including Prophet) to allow for improvement in the ways of working and sustainable model development.

The role will have exposure to the breadth and depth of TAL’s comprehensive suite of products, and you will be able to extract new insights in collaboration with your team and external teams such as in the Product and Pricing area. As part of model review, you will be working with entire portfolios of businesses and as such your findings can produce high-level impactful results for TAL.

You will be presenting your findings to a range of key stakeholders in the business, from the model owners to the project sponsors at the general manager level.

You will be working in a highly collaborative environment with your team, providing mutual support, peer-reviewing and problem-solving together during the team’s project work.

In addition, you will provide support on other initiatives beyond model review depending on the business’ needs which can include within the data space.

Key Accountabilities:

• Enhance the internal risk mitigation framework of TAL through independent model and data reviews on actuarial and finance models
• Support the business on projects to enhance the data and model capabilities of TAL
• Report and present back to the business on key findings and insights
• Explore creative solutions to model quality management and control
• Maintain a balanced approach to risk and the application of risk management principles to all phases of conduct and implementation for project deliverables
• Develop and maintain excellent communications with team members, customers and stakeholders

We have an exciting new opportunity for a Quantitative Analyst, Investments. In this role, you will shape outcomes and add significant value as we further develop the operating model for our general account. This role offers the unique opportunity to build capabilities and drive key decisions.

Key Responsibilities:

1. Investment Strategy:

   • Generate capital market assumptions.
   • Develop models to test and optimize investment strategy using a capital efficiency and asset-liability framework.

2. Investment Manager Arrangements:

   • Design investment manager benchmarks considering liability key rate durations and credit risk charge targets.
   • Conduct quantitative analysis of investment manager performance, including attribution.

3. Portfolio Performance, Risk, and Exposure Management:

   • Perform overall portfolio performance attribution.
   • Generate overall portfolio risk reports.
   • Conduct scenario analysis and stress testing.
   • Act as the technical owner of the risk system.
   • Conduct investment market and economic research.
   • Analyze overlay trade sizing and risk (CDS and bond futures).

4. Collaboration and Stakeholder Engagement:

   • Support the production and communication of quality and timely information to all levels of management and through ALCo.
   • Collaborate with the ALM team on ALM strategy, implementation, and mis-match reporting.
   • Provide technical investment guidance and advice to the broader TAL community as required.

As the Technology Cost and Benefits Manager, you will be responsible for evaluating the costs associated with technology initiatives, analysing their benefits, and providing recommendations to ensure cost-effectiveness and maximum value for Technology and the organisation.

Additionally, you will lead a team to provide operational planning, dependencies management, reporting, financial management, ensuring seamless coordination with the broader Technology deliverables.

The role involves collaborating with cross-functional teams, financial stakeholders, and technology leaders to drive informed decision-making in technology investments. It also involves establishing and upholding a comprehensive Value Management Framework to assess, track and optimise the value derived from technology investments and spend.
 

Key Accountabilities:

• Establish and uphold a comprehensive Value Management Framework to assess and optimise the value derived from technology investments and spend.
• Actively manage the enterprise value management framework with focus on ensuring all work to be delivered by Technology has a clear outcome and measurable benefit and realisation plan defined, signed off by Sponsor and Business Owner, planned for with Finance and then is frequently tracked and reported on. Provision of actionable insights will be key as these will feed through to Steering Committees
• Drive business management practices within our Technology teams
• Ensure alignment with the overarching Technology strategy and contribute to the budget planning process.
• Develop input for internal and external reporting; material for tenders, contractual review summaries, scheduling and minuting agreed governance meetings.
• Assure delivery of maximum value within budget and with minimum risk while quickly responding to changing business needs and demand across the portfolio. Strategic cost management across the total Technology portfolio and insightful reporting to Leadership Team required.
• Drive business impact through creation of new Commercial Management tools/processes (or optimisation and automation of existing ones) that solve for team-wide pain points and opportunities.
• Set up best practice frameworks for governance, risk identification & management, vendor management, value management, strategic planning & reporting.
• Develop and maintain Technology Dashboard to measure operational effectiveness and impact. Co-ordinate input for Board and external reporting as required.
• Direct adoption of vendor management best practices – managing key inputs for strategic vendor meetings directly.
• Manage and optimise the current budgeting process & BAU business management – Supporting SoWs, BAU reporting, contracts, invoices
• Drive structured approach to managing cost-to-income (cost base diligence) improvements across Technology Delivery, working with Platform Leads to set, track and report benefits ( cost reduction and avoidance). Maintain refreshed TCO profiles.
• Active participation and ownership of strategic focus areas covering workforce management, operating model, vendor management, technology obsolescence & simplification and technology acceleration.
• Lead and coach team to provide consistency in process, service and stakeholder support through process.
• Drive the annual strategic budget setting process for Technology Delivery – with input from broader Technology Leadership Team, ensuring strong alignment across strategy-> budget->delivery goals with focus on what is required to deliver and impacts of change.