Case Manager Relationships
Core
Manage group insurance claims (Death, Terminal Illness, Income Protection, Permanent Incapacity, TPD) for members and trustees, ensuring accurate, timely, and sensitive communication while balancing member needs with operational limits.
Role type
Claims Case Manager
Builds
Claims resolution and member support services
Domain
Insurance / Group Superannuation
Deliverable
client delivery
Required skills
Group insurance claims knowledge, analytical problem solving, Microsoft Office proficiency, customer service, self-management, difficult conversation handling, legislative compliance understanding
Preferred skills
Tertiary qualifications in business/insurance/legal/financial planning, RG146 compliance, death claim investigative experience
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Take ownership of individual claims from intake to resolution; establish rapport and maintain regular contact with members; manage complex or sensitive conversations with empathy; ensure all work adheres to service standards and legislative guidelines; coordinate with stakeholders to minimize delays; contribute to continuous improvement initiatives.
Seniority
Mid-level, hands-on IC