CareerPlan

Team Leader - Claims & Estates

Melbourne OfficeFull-time2026-10-28 → 2026-11-08
Hybrid

Core

Lead the assessment and administration of deceased member accounts, superannuation claims, and insurance claims (Permanent Incapacity, Terminal Illness, Financial Hardship) while providing hands-on technical support and coaching.

Role type

Senior Team Leader, Claims & Estates (Superannuation/Financial Services)

Builds

Accurate, timely outcomes for clients and advisers regarding death benefits, insurance claims, and group insurance applications.

Domain

Superannuation, Financial Services, Claims & Estates

Required skills

Claims & Estates expertise, Superannuation knowledge, Death benefit claim processes, Insurance claim processes, Team leadership, Regulatory compliance (superannuation legislation, AML/CTF, CDD, privacy), Operational risk management, Process improvement, Stakeholder partnership

Preferred skills

Tertiary qualification in Business or Finance, RG146 compliance certification

Technologies

Claims systems, Control systems

Responsibilities

Lead, coach, and develop the team; Act as a technical point of reference for complex/high-risk matters; Provide hands-on support with escalations; Oversee workloads and priorities to meet service commitments; Balance customer outcomes, accuracy, turnaround times, operational risk, and compliance; Identify and escalate incidents/breaches; Partner with stakeholders to solve problems.

Seniority

Senior, hands-on IC with leadership responsibilities