Case Manager
Core
Manage and assess death benefit claims in line with fund rules, legislation, and trustee discretion to ensure fair and compliant distribution of benefits.
Role type
Claims assessment specialist (superannuation death benefits)
Builds
Death benefit claims decisions and trustee recommendations
Domain
Life insurance / Superannuation / Estate law
Deliverable
client delivery
Required skills
Claims assessment, superannuation death benefit regulations, claim staking processes, analytical thinking, complex documentation management, workflow management platforms, claims systems
Preferred skills
RG146 compliance, financial services qualifications, estate or trust law experience, trustee office environment experience
Responsibilities
Review submissions from potential beneficiaries, prepare clear communication including adverse decisions, liaise with claimants and legal representatives, maintain accurate records, prepare trustee recommendations
Seniority
Entry to Mid-level IC