• Investigate and evaluate insurance claims by reviewing claim forms, documentation, and related records • Determine coverage eligibility in accordance with policy terms and guidelines • Use multiple methods of investigation to gather information and support claim resolution • Negotiate claim settlements with claimants within established authority limits • Communicate professionally with service providers, attorneys, policyholders, and other involved parties • Prepare and complete required documentation, analyses, and claim-related outputs accurately and on time • Identify trends or issues and provide recommendations for process improvements • Prioritize assigned work, manage deadlines, and meet quality and productivity expectations • Collaborate with Claims team members and escalate complex issues as appropriate

• Investigate, analyze, and determine the extent of liability concerning first party homeowner property losses and damages. • Effectively communicate with policyholders, agents, and service providers via phone, email, and internal systems to accurately document claim details. • Successfully manage a pending claim load at varying stages of the claims process. • Interpret and apply the details of an insurance policy to ensure the accuracy of payments and claims declinations. • Interpret and apply computer generated loss estimates, engineer’s reports, and construction terminology. • Update and maintain comprehensive claim handling notations in our electronic claims management system and other related applications.

• Apply strong critical-thinking and problem-solving skills to manage property claims • Deliver compassionate, timely, and solutions-focused support during moments of loss • Leverage emerging technologies to streamline workflows • Quickly adjust to new situations and emerging technologies • Handle claims from inception to resolution • Review and determine proper policy coverages • Identify fraud and recovery opportunities • Engage and monitor the work of outside vendors

​​Looking for Filipino (Philippines-based) candidates Job Role :     Client Experience Specialist  Engagement Type  :  EOR (Employee of Record)   Work Schedule :  This role is expected to align with the AU business hours (approx. 9 AM - 5 PM, Monday to Friday Philippines Time)  Salary range              :  Up to AUD $2,700 per month / AUD $32,400 per annum (negotiable for exceptional candidate) Who We Are: At Hunt St, we help Australian companies hire top remote talent in the Philippines. For this role, you will be hired by the client as a full-time employee with an expectation of exclusivity (not working for other companies). We are not an outsourcing agency. All of our roles are 100% remote so you'll be able to work from home. Who The Client Is: Is a premium debt advisory firm specializing in strategic financial solutions for professional service firms and their high-value clients. Operating under our "Expect More" philosophy, we deliver comprehensive debt structuring and advisory services that go far beyond traditional transactional lending. As a rapidly scaling firm managing $216M+ in annual settlements and targeting $500M+, we combine sophisticated financial expertise with systematic processes to create exceptional client outcomes. Role Overview: The Client Experience Specialist role is central to that growth. As deal volume increases and our partnership network expands, we need a dedicated person who owns the client experience from first contact through to long-term relationship management — freeing our strategists to focus on what they do best. The infrastructure for this role is fully built and ready to go. Process documentation, automated task queues, branded email templates, AI-assisted workflow tools, training recordings, and a structured onboarding programme are all in place. The right candidate will have everything they need to be productive from day one. Key Responsibilities:  Stream 1 — New Deal Support From the moment a client has their first discovery call with a lending adviser, this role is responsible for preparing the deal file so the strategist team can focus on strategy, not administration. This stream is the engine room of the client's deal pipeline. - Mystro Pre-Fill: Set up client profiles from discovery call notes, pre-fill forms to 60%+ completion, send document collection invites via the Mystro portal. Target: within 1 hour of discovery call notes being logged. - Document Collection & Reconciliation: Monitor incoming documents, cross-reference against conditional checklists (PAYG, self-employed, mixed, investment, HECS, SMSF), chase outstanding items. Target: documents reviewed and client contacted within 2 hours of receipt. - Document Follow-Up Process: Manage the automated follow-up sequence for outstanding documents (48 hours, 1 week, 2 weeks). Monitor escalation triggers and step in with a phone call when automated emails have not produced a response — including offering to walk clients through form completion over the phone where needed. - File Setup & Sensitive Information Redaction: Set up client file structures and redact sensitive personal information from documents before they are passed to the strategy team. This is a critical compliance and privacy step in the workflow. - Credit Checks: Pull credit reports via Equifax/illion portal - Valuation Ordering: Order property valuations across CoreLogic and Valocity platforms for multiple lenders - Strategy Prep Handover: Once all documents received, file set up, redaction complete, and credit pulled, move the deal to Strategy Prep stage for the strategist team with zero rework required Stream 2 — Post-Settlement Client Relationships Once a client settles, this role manages the ongoing communication and coordination that keeps the relationship active. The strategist conducts the substantive reviews, but this role ensures they happen on time, clients are prepared, and nothing falls through the cracks. This stream directly drives client retention, repricing revenue, and referral generation. - 9-month repricing outreach to all eligible clients - 12-month and 24-month check-in coordination — identify eligible clients, prepare the brief (current rate, lender, loan balance, any life changes noted), and schedule the call with the relevant strategist. The strategist conducts the review; you ensure it happens on time and nothing slips through - Refer-a-Friend reward processing (gift cards, charity donations) - Uber voucher delivery for new purchase settlements Additional Responsibilities - Monthly BrokerEngine-to-HubSpot settlement reconciliation - Daily pipeline health checks using structured queries - Pricing request routing to the appropriate strategist - Referral partner communication: Update referral partners on client progress at key milestones, maintain professional relationships through systematic communication, and ensure partners stay informed throughout the client journey 4. Technology & Systems Environment This is a technology-forward role. The successful candidate does not need to be a developer, but they must be comfortable working within structured digital systems every day and genuinely enjoy using technology to work more efficiently. The client is a cutting-edge operation with high standards — if that excites you, this is the role. Our tech stack is constantly evolving — that is the nature of a growing business committed to continuous improvement. Tools will change, processes will be refined, and new systems will be introduced. We will always provide training and support when things change, but the right person thrives in that environment rather than resisting it. They see each improvement as making their job easier, not as another thing to learn. The key point: The client has invested heavily in building systems and tools that make this role efficient. The right person sees structured systems as an advantage, not a constraint. They follow the process because they understand it produces better outcomes than ad hoc approaches. ​​