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Case Manager Relationships

Link Group
Melbourne, Australia
Closing date
Mar 21, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Job Description


The Case Manager - Relationships provides a dedicated service to insurers and the client Trustee. This includes Death, Terminal Illness, Income Protection, Permanent Incapacity and Total and Permanent Disablement. The Case Manager - Relationships provides these services with the utmost professionalism, keeping the member's circumstances front of mind at all times.
With a focus on quality outcomes by balancing member needs with operational limits, the Case Manager - Relationships is the primary contact for members / claimants who make a claim and treats each claim as unique. The Case Manager - Relationships ensures members / claimants receive accurate and timely information delivered with respect and sensitivity.

Key Accountabilities and Main Responsibilities
  • The ability to manage multiple tasks and competing priorities.
  • Taking ownership of the claim and ensuring regular and proactive follow-up and phone contact to drive outcomes.
  • Create a positive experience by quickly establishing rapport with members.
  • Embrace and support change to provide superior customer service to Fund Members.
  • Build effective relationships with the team and key contacts.
  • Listen carefully to members and respond promptly providing correct information to their concerns and queries.
  • Effectively manage difficult conversations by actively listening, empathising, identifying the member or claimants real needs and taking personal responsibility for resolving problems/issues.
  • Actively contribute to and support continuous improvement initiatives
  • Demonstrate service excellence by actively seeking information to understand the member's circumstances, problems, expectations, needs and to go beyond the transaction.
  • Take personal ownership and accountability to ensure actions are completed within the agreed timelines and the member experience is always front of mind.
  • Proactively deliver and manage a claims portfolio in accordance with quality case management principles and operating standards.
  • Take personal action to develop capability through appropriate development including challenging on-the-job opportunities.
  • Ensure all work completed adheres to service and quality standards.
  • In regards to death claims, ensure a strong investigative approach is applied to ensure all suitable claimants are identified as soon as practicable during the claims process.
  • Take ownership for handling member's Death, TIB, IP, PI or TPD or claims and communicate regularly and effectively throughout the life of the claim.
  • Minimise delays through effective document management and effective co-ordination and liaison with key stakeholders and members
  • Consistently deliver high quality work, including low errors and breaches, ensuring team and department results are delivered.
  • Be an active team player and contribute to the achievement of shared team objectives.
  • Ensure all legislative requirements and guidelines are followed.

Experience & Personal Attributes
  • Group insurance knowledge (including Death, TPD, TIB and PI claims processes)
  • Analytical and problem solving skills
  • Microsoft Office skills (Word, Excel, PowerPoint)
  • Minimum 1 year case management and/or assessment experience in group life claims or equivalent (relating to personal injury)
  • Customer service experience
  • Strong communication skills (verbal and written)
  • Ability to self-manage, prioritise work and handle multiple tasks
  • Build effective relationships with team and key contacts
  • Embrace and support change to provide superior customer experience
  • Understand and empathise with members needs
  • Take ownership to deliver member outcomes, in a fast, efficient and effective way
  • Ability to effectively handle difficult conversations
  • Group superannuation knowledge (including SIS Act, Insurance Act)
  • RG146 compliant
  • Tertiary qualifications in business, insurance legal, financial planning, or related

About Us

Link Group is a leading fund administration and share registry specialist. We are a market leading provider of technology-enabled administration solutions, continually developing our offerings to expand with our clients' needs. Since our inception, Link Group has been entrusted by clients to handle sensitive data in a secure and confidential manner. Our core businesses of fund administration and securities registration are complemented by our expertise in digital solutions and data analytics.

About the Team

Our Retirement & Superannuation Solutions division combines its proprietary technology, process and people to deliver a comprehensive financial data solution to its superannuation clients. We support clients across all superannuation fund sectors including government, industry, retail and corporate.

By accompanying our core member and employer administration with a full range of value-added services, we offer the most comprehensive superannuation administration solution on the market. The scale, adaptability and ease of use of our proprietary systems, in conjunction with our integrated analytics offering, allow us to innovate and grow with the needs of our clients.

Link Group is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.

We are an inclusive employer whose people work collaboratively. We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported. We know that diversity drives better client outcomes, continuous improvement, and growth. Be part of the Link Group journey and together we will achieve our full potential.

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

Candidates must have the relevant work rights to be considered for an opportunity at Link Group. Successful applicants will be required to complete background screening prior to commencement of employment.

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