Claims, compliance and analysis roles
These roles turn on reading a file, applying a rule and writing down a reason. These guides cover three of them.
Try CalavionWhat does real-work assessment look like for claims, compliance and analysis roles?
Claims, compliance and analysis work is judged on what a person notices, what they decline to assume and what they write down. A real handled case, such as a claim with a missing document or a policy exception request, shows that in a record.
The three roles differ in the output. A claims handler writes to a claimant and briefs a senior handler. A compliance analyst writes a decision and a reason. A business analyst writes questions and a requirement with the open points marked.
Status in one line
Calavion has run one exercise end to end, a customer service cancellation case. For every other role on this page, Calavion would build the exercise with your company from a case your team has handled.
What you review
A Replay: what was available, what the applicant did and wrote, what changed and what stayed open. Calavion does not score or rank applicants. You decide.
Which claims, compliance and analysis roles have a guide?
Each guide has its own scenario, skills, questions and limits. Open the one that matches the role you are hiring.
| Role guide | Typical work | Example scenario in the guide | What needs another method |
|---|---|---|---|
| Claims handler assessment | Claim files, missing documents and claimant messages | A claim with a missing document | Claimant calls and coverage decisions are not covered |
| Compliance analyst assessment | Requests, alerts and approval rules | A policy exception request | Regulatory knowledge and legal advice are not covered |
| Business analyst assessment | Stakeholder notes, requirements and handovers | Conflicting requirements and a missing detail | Workshops, modelling and data skills are not covered |
Which skills do these roles share?
The skills below appear in several guides on this page. Each guide shows how they look in that role.
| Skill | Why it matters in these roles | What the employer would see in Replay |
|---|---|---|
| Reading the file or notes | The answer and the gap are both in the record | Which records were opened |
| Not guessing | Missing details should be asked for or marked open | Whether any assumption was written as fact |
| Applying the rule | Procedures and policies limit what can be said or approved | Which rule was cited and followed |
| Written reasoning | A decision needs a reason someone else can follow | The note, word for word |
| Escalation and handover | A senior person or delivery team needs a short summary | The summary as written |
Deciding against a rule
Claims handler and compliance analyst cases turn on a procedure or policy and on what may be said or approved.
Turning needs into requirements
A business analyst case turns on conflicting stakeholders, a missing detail and a requirement that does not guess.
What does Calavion not cover in these roles?
Coverage and legal decisions; regulatory knowledge; claimant or manager calls; workshops, modelling and data skills. Calavion does not record voice or video, run live tools or give legal or regulatory advice.
Use another method for those, alongside a written exercise. Each guide lists the common alternatives. See also where Calavion applies and what makes work suitable.
Claims, compliance and analysis roles: common questions
Short answers about assessing claims, compliance and analysis roles.
Which claims, compliance and analysis roles can Calavion assess?
The guides cover claims handler, compliance analyst and business analyst. Only the customer service cancellation case has been built and run so far. For these roles, Calavion would build the exercise with your company.
Does Calavion decide coverage or give legal advice?
No. The exercise is built from your own handled case and your own procedure. Take advice for your sector and location.
Can Calavion test regulatory knowledge?
No. That needs a knowledge test set by a specialist. Calavion’s exercise is written work with records and messages.
How do we start?
Bring one case your team has already handled. Calavion prepares the exercise with you, you approve it, and you invite applicants. Launch access is free for our first three companies. After that, Starter is $49 a month and Business is $149 a month, with Enterprise quoted.
Related role families
See Finance and payroll roles, People and office roles, or all roles. Method background: how to choose real work for a hiring exercise, work samples, take-homes and job simulations compared and the Evidence Ladder.
Build this exercise with us.
Bring one case your team has handled. Launch access is free for our first three companies. Calavion prepares the exercise with you, by hand, and you approve it before any applicant sees it.