Financial Services / Claims Officer
Your Team, Your Way
ClaimsDedicated, not shared

Claims Officer

Process claims from lodgement through to resolution, coordinating with assessors and customers along the way.

This role · right now Screenshot Monitor
On shift · progressing claim #CLM-4468
Active today6h 55m of 8h
Claims platform
42%
CRM
26%
Document management
20%
Microsoft 365
12%
Timestamped screenshots
09:20
11:15
13:52
15:08 · now
Illustrative sample — actual report via screenshotmonitor.com
Stage 01 · Intake

Customer Intake

Handle inbound customer queries and initial case logging.

Stage 02 · Claims

Claims Processing

Administer and process claims through to resolution.

Stage 03 · Policy

Policy Administration

Administer policy issuance, endorsements and underwriting prep.

Stage 04 · Compliance

Compliance & Risk

Perform KYC/AML checks and compliance operations.

Stage 05 · Assurance

Reconciliation

Reconcile transactions and investigate exceptions.

Case lifecycle shown left to right — this role's stage is highlighted above.
Why Virtual Team

Five reasons clients stay past the first hire

Dedicated

One resource, only yours

No shared queue, no rotating cast. Your dedicated resource works exclusively for you and stays.

Leadership

25 years of Australian market experience

Founder Rohit Sahdev's 25 years in the Australian market, including senior leadership at Telstra, shape how every dedicated team is managed.

Transparent

You always know what your team is doing

Every dedicated resource works behind Screenshot Monitor — auditable activity and reporting, not a black box.

Flexible

No more "That's not my job."

Your dedicated outsourced resource adapts to what your business needs, takes ownership and grows their career by stepping up to new challenges.

Built for now

Capacity without the hiring squeeze

Skilled and reliable operational talent is harder to hire locally right now. A dedicated resource adds capacity without adding to that pressure.

The outcome this role is built for

Faster claims progression and fewer stalled files — because someone is actively coordinating each claim's next step, not waiting for it to surface.

Role scope

What this role owns day to day

Core responsibilities

  • Process claims from lodgement through to resolution
  • Coordinate with assessors and third parties on outstanding items
  • Keep customers updated on claim status and next steps
  • Escalate complex or high-value claims appropriately

Works inside

Claims platformsCRMDocument management

Reported on weekly

Case turnaroundTime from lodgement to resolution
CompletenessFiles with all required documentation
Queue ageingClaims sitting past expected timeframe
Customer updatesUpdate cadence maintained
Flexibility

Works your hours. Picks up the work.

Australian business hours

Aligned to your primary time zone and holiday calendar for day-to-day coverage.

9am–5pm style coverage, matched to your roster

Extended coverage

Stretch shift start/end times around peak claim or query volume.

Early-start or late-finish shifts, by agreement

Round-the-clock rotation

Rotating dedicated resources for genuine 24-hour case coverage.

Multiple dedicated seats, handover documented

What "no that's not my job" looks like in practice: a claim needs an unusual piece of evidence not on the standard checklist — it still gets sourced and chased instead of the claim stalling.

What stays with your authorised staff

Claims decisions and payment release remain authorised onshore activities. This role processes and coordinates — it doesn't decide outcomes.

Why this role is hard to scale locally

The market backdrop for claims hires

29% cash-flow risk

of Australian small businesses expected difficulty meeting financial commitments in June 2026.

Source: Australian Bureau of Statistics, June 2026
46% rising costs

of Australian businesses reported rising operating expenses in June 2026 — 65% citing overheads, 40% citing staffing costs.

Source: Australian Bureau of Statistics, June 2026
3.3% wage growth

Australian wage growth over the year to the March quarter 2026 (3.2% in the private sector), raising the cost of hiring locally.

Source: ABS Wage Price Index, March quarter 2026

Statistics checked in July 2026 from the Australian Bureau of Statistics and ServiceNow. See our Challenges We Solve page for full sourcing and context.

Not exclusive to financial services

The same skillset, wherever regulated cases need processing

Strip away the policy-specific platforms and this role is a recognisable shape: process a case through defined stages, apply documented rules, and keep a clean audit trail.

Common today

Doing this in-house with stretched staff, or paying a third party

  • Claims processing competes with other priorities
  • Files stall waiting on outstanding items
  • Customer updates are inconsistent
The alternative

A dedicated claims officer, outsourced to us

  • One resource whose only job is progressing claims
  • Reports to your own claims manager, not a third party
  • Same Screenshot Monitor transparency, direct to you
Where this shape of role also fits

Mortgage Broking

Loan file processing shares the same submit-verify-track lifecycle as claims.

Aggregator CRM

Construction & Engineering

Defect and warranty claim administration follows a near-identical case lifecycle.

Contract admin systems

Retail & E-commerce

Returns and warranty claim processing mirrors this role's document-and-track shape.

Order/returns systems

Logistics & Freight

Cargo damage claims follow the same investigation-and-resolution discipline.

TMS · claims systems
Transparent reporting, on this role too
Screenshot Monitor active
Daily
Activity & app-usage log
Weekly
Reviewed with your team lead

No guessing what this role worked on. Full sample report on the Financial Services page →

How it works

Discovery, role design, and a candidate you interview yourself.

You define outcomes, tools and work hours. We source, screen and put forward candidates you interview and approve. Once live, your resource follows your systems, escalation model and reporting cadence — reviewed together on a schedule you set.

See the full onboarding model
Common questions

Questions about hiring a dedicated Claims Officer

Cost depends on experience level, working hours and specific responsibilities. Tell us your requirements and we'll put together a proposal for a dedicated Claims Officer.
Yes — working hours are agreed during setup to align with your operational needs, whether that's standard Australian business hours or extended coverage.
A dedicated Claims Officer works exclusively for your business, inside your own systems, reporting to your nominated manager — not a shared resource split across an agency's other clients.
We shortlist candidates against your actual role requirements, you interview and approve before anyone starts, and your dedicated resource is trained on your specific systems and processes from day one.
Your Team, Your Way

Ready to add this role to your team?

Tell us your claim volumes and current platforms — we'll shortlist candidates against your actual task list.

Start team design Back to Financial Services or call 0405 550 999

Tell us what you need

A short guided brief — no commitment, just a clear next step.

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