Overview
The Case Manager – Relationships delivers dedicated claims services to insurers and the client Trustee across Death, Terminal Illness, Income Protection, Permanent Incapacity and Total and Permanent Disablement.
The role is focused on achieving quality outcomes by balancing member needs with operational requirements, while maintaining professionalism, empathy and sensitivity at all times.
As the primary point of contact, the Case Manager – Relationships treats each claim as unique and ensures members and claimants receive accurate, timely and respectful communication throughout the claims process.
- Hybrid working conditions
- Melbourne or Sydney location
Key Accountabilities and Main Responsibilities
Manage multiple tasks and competing priorities effectively.Take end-to-end ownership of claims with proactive follow-up and regular phone contact.Build rapport quickly to deliver a positive member experience.Support change initiatives to enhance service delivery.Build strong working relationships with team members and key stakeholders.Listen actively and respond promptly with accurate information.Handle difficult conversations with empathy, accountability and problem-solving focus.Contribute to continuous improvement initiatives.Demonstrate service excellence by understanding member circumstances and expectations.Ensure actions are completed within agreed timeframes with member experience front of mind.Manage a claims portfolio in line with quality case management principles and standards.Actively develop capability through ongoing learning and on-the-job opportunities.Ensure all work meets service, quality and compliance requirements.Apply a strong investigative approach to death claims to identify all potential claimants.Communicate clearly and consistently throughout the life of each claim.Minimise delays through effective document management and stakeholder coordination.Deliver consistently high-quality work with minimal errors or breaches.Contribute positively as a team member to shared objectives.Ensure compliance with all legislative requirements and guidelines.Experience & Personal Attributes
Knowledge of group insurance, including Death, TPD, TIB and PI claims.Strong analytical and problem-solving skills.Proficiency in Microsoft Word, Excel and PowerPoint.Minimum one year experience in group life claims case management or assessment (or equivalent personal injury experience).Demonstrated customer service experience.Strong written and verbal communication skills.Ability to self-manage, prioritise and handle multiple tasks.Strong relationship-building skills.Adaptable and supportive of change.Empathetic approach to member needs.Ownership mindset with a focus on timely, effective outcomes.Ability to manage challenging conversations confidently.Knowledge of group superannuation, including SIS Act and Insurance Act.RG146 compliance.Tertiary qualifications in business, insurance, legal, financial planning or a related discipline.Some of our Employment Benefits
Flexible working– enabling our employees to work in the office and at homePurchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leaveEmployee Recognition Program - to recognise people who are demonstrating our values andTalent Referral ProgramSalary Sacrificing via SuperannuationEmployee Assistance ProgramLearning & Development - Development at your fingertips via self-paced learning, including educational assistance supportEmployee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!Novated Car LeasingCulture @ MUFG Pension & Market Services
We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive, and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of our company and together we will achieve our full potential. We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities / disabilities, religious or political belief, marital or family status or carers responsibilities.
How to apply
Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background / police screening check prior to commencement of employment.