Case Manager - Trustee Benefit Review


Reference #

Banking & Financial Services

Job type
  • Effective Portfolio management of Trustee Claims
  • Case manage complex complaints whilst maintaining strong relationships
  • Build your career your way
About The Role
Role Location: 242 Pitt Street, Sydney NSW 2000
Role Type: 14-month Fixed Term Contract (40 hours per week)
As a Case Manager – Trustee Benefit Review, you will assess and successfully manage a portfolio of trustee claims (Death, TPD, Terminal, IP Claims, Underwriting Cover, Family Law and Declined Insured Benefits), have due regard to trustee's legal obligations and always act in the best interests of members and their beneficiaries and Administration of the Family Law Unit, complying with Family Court Orders and Agreements. Your responsibilities will include supporting the Manager and the Senior Case Managers in building a high performing specialist team that delivers excellent customer service and provides accurate information to teams within OnePath & the end customer. Moreover, you will assist in training and coaching staff member’s, implementing process improvements and providing technical support to new Case Managers where required.
About You
To be successful in this role, you will ideally bring the following:
  • Understanding of Trustee's legal obligations
  • Exposure to Life Claims Assessing
  • Strong customer service experience
  • Excellent communication and letter writing skills
  • Proven complaints management experience
About ANZ
At ANZ, everything we do boils down to ‘why’ – our purpose – to shape a world where people and communities thrive. We're just as focused on seeing our people thrive as well as our customers. We'll give you every opportunity to develop your career.
We are responding faster to changing customer requirements, focusing on the things that matter the most, energising our people, eliminating waste and reducing bureaucracy.
A happy workplace is a thriving one. So in order to attract and keep the best talent, and say thanks for the hard work, we make sure all our employees are rewarded.
ANZ recognises the value of an inclusive and diverse work environment. We take pride in the diversity of our people and encourage applications from diverse candidates. Our recruitment decisions are based on the key inherent needs and requirements of each role, and candidates are selected based on their unique strengths and characteristics.
We work flexibly at ANZ. Talk to us and let us know how this role can be flexible for you.
To find out more about working at ANZ or to view other opportunities visit You may apply for this role by visiting ANZ Careers and search for reference number AUS089515.


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