As a Case Manager you will be responsible for direct liaison with relevant stakeholders such as customers, executors, beneficiaries, solicitors, advisers, insurers, and the Trustee in relation to the management of claims for deceased estates, total and permanent disablement, permanent
incapacity and terminal illness.

Given the complex nature of these claims, the role requires a high degree of attention to detail, personal resilience and exceptional communication skills. The Case Manager needs to be highly organised and have the ability to deal with multiple stakeholders, internal and external, whilst remaining the one point of contact with the customer.

We will count on you to:

• Liaise with customers (or their representatives) regularly and directly, tailoring the method and frequency of communications in response to the customers needs and preferences.

• Take ownership of all customer requests and issues and follow them through to completion.

• Record and monitor case details / progress of claims using the Case Management workflow system, liaising with internal and external parties where appropriate.

• Collate and review all correspondence from all claimants, including general queries, emails and specific requests, in order to build a complete picture of the case.

• Prepare considered recommendations for the Trustee, ensuring compliance and product-based rules and regulatory policy requirements.

What you need to have: 

• Previous claims experience preferably in life, death or TPD

• Experience in liaising with legal, product and medical practitioners preferred but not essential

• Knowledge of superannuation legislation desirable.

• Ability to maintain confidentiality and manage each case with extreme sensitivity.

• Strong communication and interpersonal skills.

• RG 146 Compliant.

Why join our team:

• We help you be your best through professional development opportunities, interesting work and supportive leaders.

• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.

• Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

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