The assessment of death and disability claims causes a significant number of complaints from superannuation fund members and is an area of focus for ASIC. Claim time can also bring high emotions.
In as little as one hour, this course provides a comprehensive understanding of the claims assessment process, including claims handling principles and best practice, and the skills required to handle difficult customer interactions.
Upon completion of this course, you will be able to:
– describe the AFS licence obligations for claims handling services
– understand effective claims handling principles
– identify vulnerable claimants and make adjustments for them
– explain the claims process and timeframes, including identifying beneficiaries and conducting claim staking
– outline the options for uninsured members to access superannuation
– understand offsets in income protection claims
– understand procedural fairness and its importance
– calculate the tax on death and disability claim proceeds
– verify binding death benefit nominations
– handle difficult conversations and unreasonably persistent claimants.
Claims Handling Essentials is delivered completely online in an interactive e-learning format comprising one e-learning module and a final quiz. Online delivery means you can study anywhere, anytime.
Corporate virtual workshop options are also available – contact us to discuss.
Flexible online
CPD Points
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Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
Acknowledgement of Country
We want to respectfully acknowledge the Traditional Owners and Custodians of these lands, seas, and waters throughout Australia. We pay our respects to Elders both past and present. We acknowledge the history, the resilience and the continual contributions of Aboriginal and Torres Strait Islander peoples of their Country.
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