About this role

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

Previous claims experience
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

Case Manager

Key skills