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Case Manager

Link Group
Melbourne, Australia
Closing date
Mar 8, 2024

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


With a focus on quality outcomes by balancing member needs with operational limits, the Case Manager is the primary role to ensure that member / claimant claims are correctly set up in the initial claiming phase and paid correctly at the end of the claiming process. The Case Manager ensures members / claimants receive accurate correspondence, claim documentation and payments are complete.

Key Accountabilities and Main Responsibilities

  • Take ownership for handling member's Death, TI, IP, PI or TPD or claims and communicate regularly and effectively throughout the life of the claim
  • Minimise delays through effective workflow management and take all required action within agreed Fund service level agreements
  • Create a positive experience by quickly establishing rapport with members and beneficiaries
  • Proactively deliver and manage a claims portfolio in accordance with quality case management principles and operating standards.
  • Taking ownership of the claim and ensuring regular and proactive follow-up and phone contact to drive outcomes
  • Consistently deliver high quality work, including low errors and breaches, ensuring team and department results are delivered
  • Listen carefully to members and beneficiaries and respond promptly providing correct information to their concerns and queries
  • Effectively manage difficult conversations by actively listening, empathising, identifying the member or beneficiaries' real needs and taking personal responsibility for resolving problems/issues
  • Be an active team player and contribute to the achievement of shared team objectives and follow instructions from Specialists and/or Team Leader
  • Ensure all work completed adheres to service and quality standards Develop a high level of claims knowledge to ensure best service the member or beneficiary
  • Embrace and support change to provide superior customer service to fund members or beneficiaries
  • Take personal action to develop capability through appropriate development including challenging on-the-job opportunities
  • Contribute positively and collaboratively to the team's overall objective to achieve an end-to-end life cycle for every claim that meets or exceeds the fund's service expectations
  • Provide superior customer service to members, trustees and all stakeholders by managing and processing requests within agreed timeframes and quality levels
  • Ensure compliance with all legislative, financial, policy, procedural and quality requirements
  • Provide efficient and effective query resolution by anticipating claimant needs and taking ownership for first call resolution to ensure an outstanding claims experience
  • The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs

Experience & Personal Attributes

  • Good understanding of relevant legislation and industry knowledge
  • Strong communication skills (verbal and written)
  • Ability to self-manage, prioritise work and handle multiple tasks
  • Build effective relationships with team and key contacts
  • 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
  • Accuracy and attention to detail
  • Good investigation and problem-solving abilities
  • Ability to prioritize and time manage multiple tasks to meet tight deadlines
  • Possess a sound knowledge of technical and compliance issues, understanding the relevant policies and legislation
  • Prior Group Life Experience desirable however not essential
  • RG146 / ASFA qualifications desirable
  • Tertiary qualifications or relevant experience in business, insurance, legal, financial planning or related (Desirable)

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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