Case Manager Relationships

Overview

The Case Manager - Relationships provides dedicated service to insurers and client Trustees, managing claims related to Death, Terminal Illness, Income Protection, Permanent Incapacity, and Total and Permanent Disablement. With professionalism and a member-centric approach, they ensure accurate, timely, and sensitive communication.

Melbourne and Sydney location
Dynamic environment
Hybrid working arrangements
Key Accountabilities and Main Responsibilities

Manage multiple tasks and competing priorities effectively.
Take ownership of claims, with proactive follow-ups and communication to drive outcomes.
Establish rapport to create positive member experiences.
Handle difficult conversations with empathy and resolution-focused strategies.
Support continuous improvement initiatives and service excellence.
Ensure actions are completed within agreed timelines, maintaining service and quality standards.
Foster strong relationships with the team and key contacts.
Adhere to all legislative guidelines and compliance requirements.
Experience & Personal Attributes

Knowledge of group insurance claims (Death, TPD, TIB, PI).
Strong analytical and problem-solving skills.
Proficiency in Microsoft Office (Word, Excel, PowerPoint).
Minimum 1 year of case management/assessment experience in group life claims or equivalent.
Customer service expertise and multitasking ability.
Strong verbal and written communication skills.
Relationship-building capability and adaptability to change.
RG146 compliant, with knowledge of the SIS Act and Insurance Act.
Tertiary qualifications in business, insurance, financial planning, or related fields.

Some of our Employment Benefits



FlexiWorks – enabling our employees to work in the office and at home
Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
Talent Referral Program
Salary Sacrificing via Superannuation
Employee Assistance Program
Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
Novated Car Leasing


Culture @ MUFG Pension & Market Services

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 our company 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, ****** orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.


MUFG Pension & Market Services is a global, digitally enabled business connecting millions of people with their assets – safely, securely and responsibly.
Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.

A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.


Our MUFG Retirement 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.

MUFG Pension & Market Services 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 MUFG Pension & Market Services 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, ****** 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 MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.